Smart rules allow you to guide consumers to different destinations based on specific conditions you set. They help you create a personalized experience by applying logic to your consumer flows.
Note: Currently Smart rules are only set up for External Destinations (as of 9/20/24)
Why do Smart Rules matter?
Smart Rules matter because they enable dynamic, personalized user experiences by delivering tailored content based on specific user behaviors and preferences. This level of personalization drives higher engagement, fosters trust, and significantly increases conversion rates by delivering the right message at the right time to the right audience.
Here’s how you can set up your smart rules:
Step 1: Access the flows section
Go to the flows section or the main navigation and choose the flow where you want to apply smart rules.
Step 2: Edit your flow
Click on edit flow to enter the flow editor.
Step 3: Find the smart rules section
In the flow editor, look for the smart rules section on the left sidebar.
Step 4: Select a condition type
Choose the condition type that you want to apply. You can set conditions based on factors like user location, device type, or specific user actions.
The full list of conditions includes:
Location: This condition enables redirection based on the user's geographical location. You can set rules to redirect users in different cities, states, or countries to tailored landing pages or experiences. For instance, a retail chain could use this to send users to region-specific promotions or store information.
Device Type: Based on whether the user is on a mobile, tablet, or desktop, you can adjust the experience. Mobile users might be redirected to a mobile-optimized page, while desktop users may receive a full-featured web experience. This helps ensure that the content is perfectly suited to the user's device, improving engagement and conversion.
Date: This allows redirection based on a specific date or date range. You can use this to set time-sensitive campaigns, such as directing users to a special event page or seasonal promotion during a specific period.
Day of Week: Similar to date, this condition can redirect users based on the day of the week. This is ideal for businesses that want to run weekday versus weekend promotions or offer different content on specific days, like a special sale every Friday.
Time of Day: This condition allows you to create time-based redirects. For example, you can send users to a "lunch special" menu between 12 PM and 2 PM and a different experience outside of these hours. This provides flexibility for campaigns that target different times of day for higher engagement.
Step 5: Assign a destination
After selecting a condition, assign the destination that matches the condition. This is where the user will be redirected if they meet the rule.
Step 6: Define the rule specifics
Complete the details for your rule based on what you want to happen when the condition is met. For example, send users to a custom landing page or offer.
To set up each condition follow the below rules:
Location:
First, enter your second alternative destination
Then, pick ‘is’ or ‘is not’ in the location you want
Pick how you’ll determine location - city, state or zip code
Device Type:
First, enter your second alternative destination
Then, pick ‘is’ or ‘is not’ on that device
Then pick the device - android, iOS (iPhone), Desktop
Date:
First, enter your second alternative destination
Then, pick ‘is’ or ‘is not’ on that date, or ‘before’ or ‘after’ a certain date
Note you can pick ‘scanners local time’ or a time zone of your choice
Day of Week:
First, enter your second alternative destination
Then, pick ‘is’ or ‘is not’ on that day of week, or “is from” within two days of the week
Note you can pick ‘scanners local time’ or a time zone of your choice
Time of Day:
First, enter your second alternative destination
Then, pick ‘is before’ or ‘is after’ on that time of day, or “is from” within two times of the day
Note you can pick ‘scanners local time’ or a time zone of your choice
Important notes
Here are a few important things to keep in mind as you set up smart rules:
Default destination: If none of your smart rules are matched, the user will be taken to the default destination.
Rule order matters: Smart rules are checked in order, and only the first matching rule is applied. If rule 1 is met, subsequent rules will be ignored for that user.
Location-based rules: Location-specific conditions only apply to users in the USA who have granted permission to use their precise location. Learn more about geo-location.
If you have questions about smart rules, reach out to us at [email protected].