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.
1. Name your rule
We recommend giving your rules an explicit name. This way, you can find them more easily in your list of created rules.
Example: Product pages - desktop
Note: Advisors can see from their conversation dashboard which rule was triggered for the activation of the conversation with a visitor.
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
A preview of your notification will be visible.
4. Distribute conversations
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.
5. Activate your targeting rule
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:
|
Label
|
Description
|
Type
|
Conditions available
|
|
Time: hour
|
Choose a specific hour
|
Multiple choice
|
A selection is available every 15 minutes
|
|
Time: day
|
Choose a specific day
|
Multiple choice
|
Monday / Tuesday / Wednesday / Thursday / Friday / Saturday / Sunday
|
|
Time: duration of the visit on the page currently visited by the online shopper (in minutes)
|
Duration of the visit on the page currently being viewed
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Time: duration of the visit on the website(in minutes)
|
Duration of the visit on your website(since the beginning of the visitor's session)
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Browsing: Web address of the previous page visited
|
The web address of the page previously visited by the online shopper
|
Text
|
contains/doesn’t contain/starts with / is exactly / is not / ends with / matches the regular expression / does not match the regular expression
|
|
Browsing: Web address of the page currently viewed
|
The web address of the page currently viewed by the visitor
|
Text
|
contains / doesn’t contain / starts with / is exactly / is not / ends with / matches the regular expression / does not match the regular expression
|
|
Browsing: Number of pages viewed
|
Number of pages viewed on your website(since the beginning of the visitor's session)
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Visitor information: comes from this website
|
The web address of the website from which the visitor comes
|
Text
|
contains / doesn’t contain / starts with / is exactly / is not / ends with / matches the regular expression / does not match the regular expression
|
|
Visitor information: Number of previous conversations
|
Number of conversations the visitor has previously had on your website
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Visitor information: language
|
Language / defined by the settings from visitor browser
|
-
|
predefined choices for the language
|
|
Visitor information: browser window width
|
Width of the visitor’s browser window
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Visitor information: browser window height
|
Height of the visitor’s browser window (in pixels)
|
Numerical
|
is superior to / is equal to / is inferior to
|
|
Visitor information: device type
|
Type of device used by the visitor (in pixels)
|
Multiple choices
|
is exactly / is not
|
