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Create a targeting rule

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

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.

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.

 

Screenshot 2025-02-27 at 10.47.35.png

 

 

Here is a schematic overview of a targeting rule:

create-rule-distrib02.jpg

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