Targeting rules allow you to define the different criteria for displaying your iAdvize notifications to your visitors and enabling them to start a conversation with your Copilot or advisors. This article details the different steps to set up your targeting rules.

To create a targeting rule, open the campaign in which you want to create this rule in Engagement > Campaigns. Then, click on Add.

2. Choose your targeting conditions

In the example below, we want to display a notification on product pages on desktop.

The conditions to select are:

- Type of device is: desktop

- Page_type contains: product

Note: The condition page_type is a custom data that you can configure in your advanced settings. Once created, this data will appear in the dropdown menu alongside the default listed conditions.

3. Select your notification and channel

Choose your notification and conversation channel.

A preview of your notification will be visible.

In this example, my notification is a conversation starter with AI-generated questions.

The last step is to select the desired routing rule.

In our example, I want the conversations to be distributed to my Copilot for Shoppers, so I add my rule Distribute to GEN AI.

Your targeting rule is ready; you can click on Create.

Once your targeting rule is created, you can activate your rule under the status tab.

Also, make sure your campaign is active.

Here is a schematic overview of a targeting rule:

6. Appendix: the different possible conditions

By default, some targeting criteria are already available for you to use.

They are described in the table below: