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Campaign Targeting Rules and Rule-based Tests
Rules determine when, where, and how your campaigns display and who sees them. You can add rules when you create or edit a campaign at the campaign level for campaign targeting or when defining rule-based test experiences.
Campaign Targeting Rules
Set rules at the campaign level when you want to control how a web campaign displays. Control visibility at the campaign-level based on segments, location, device type, time of day, viewer actions, page, company, industry, and more.
Campaign targeting rules follow AND logic. If you include multiple rules in the same web campaign, users must satisfy all rules, regardless of the order, to qualify for the campaign.
You can use campaign targeting rules for rule-based test campaigns and A/B test campaigns. In a rule-based test campaign, users must qualify at the campaign level first and then qualify for a specific experience. In an A/B test campaign, users must qualify for the campaign first. Then they either see the campaign or become part of the control group, which doesn’t see the campaign.
Rule-based Test Campaigns and Experience Rules
Deliver specific experiences to specific groups or segments of people based on who they are or where they are in your site or app. A simple way to think about rule-based testing is with IF-THEN statements. IF a person falls into segment A, THEN show them experience A. IF a person falls into segment B, THEN show them experience B, and so on.
In a rule-based test campaign, users must qualify to receive the campaign experience and each experience needs a qualifying rule. Experience rules are available for rule-based test campaigns only. Users qualify for an experience based on page target or type, user location, user segment, visit behavior, event action, and more.
Users who qualify for multiple experiences within the campaign receive the experience at the top of the list of rule-based experiences. You can reorder the experiences to fit your business needs.
If you set a control percentage, it applies only to users who qualify for the experience. The control is a group of people who qualify to see a campaign but aren’t shown it. The control group creates a benchmark to measure the success or impact of your campaign. Because users in this group won’t see the campaign, you can compare results against the group that does see the campaign.
Example Scenario
Suppose you have a campaign with device-specific messages that you want to display only to returning users from your six target cities. At the campaign-targeting level, a rule determines whether the user sees the campaign based on a previous visit to your website. Then, using a rule-based test campaign with experience-level rules, you can filter who sees which location and a device-specific experience based on user location and device type.
