Targeting Rules

You can create customised rules (audiences) and save them to the Targeting Rules library for use in your Targeting Actions, Banner Displays and Testing.

Targeting Rules determine the audiences that are included or excluded from a Targeting Action.

There are a wide range of out-of-the-box audience parameters for segmentation in Target, including onsite behaviour, geographic location, referral source, segments created in another platform, custom parameters, and more. RMC's versatile targeting system allows you to get as general as entire countries, or as specific as a single person.


An audience can include multiple rules and each rule can include multiple parameters. Complex audiences use the logical operators AND or OR to combine rules and parameters to give you in-depth control over which visitors will be targeted.




Creating a New Targeting Rule 

  1. Click Target in the top menu bar.

  2. Select Targeting Rules.



  3. Click New Targeting Rule
    Or
    To copy an existing rule, click the Edit icon  to edit and create a similar audience.

  4. Type a Title name for your Targeting Rule.

  5. Select a rule type. Each rule has its own parameters. See Categories for Rules for more information on configuring each type of audience rule.

  6. Define the rule parameters.

  7. Select AND/OR logical operator to combine rules or parameters.

    When you combine rules or parameters with AND, any potential audience member must meet all of the defined conditions to be included in the audience. For example, if you define a location AND a browser rule, only visitors from the defined location and the defined browser are included in the action.

    When you combine rules or parameters with OR, any potential audience member need to meet only a single defined condition to be included in the audience. For example, if you define a location OR a browser rule, visitors meeting any one of the defined criteria are included in the action.


  8. Click Save to add new Targeting Rule.


Example on How to Create a New Targeting Rule 


Let's assume you want to target members from London celebrating their birthdays:

  1. From the Visitor category, select:

    • Location = London
    • Is Member = Yes, 
    • Is Birthday = True.

  2. Select the AND condition since the visitor has to match all of the values to meet the targeting condition.

  3. Click Save to add new rule.You will be redirected to the Targeting Rules page where you will be able to see the new rule you have created.








Categories for Rules 

RMC Targeting engine allows you to target your onsite visitors towards specific visitor segments. You can target on any of several categories. Each category functions as a tab that enables you to create targeting rules (or groups) for each category.


You can create targeting rules for each of the following categories:


  • Visit

    You can use the rules in the visit category to create and target segments based on user information related to the visit. For example, you can limit the audience for your campaigns to repeat visitors, who use a specific browser, live in a specific geographical locations and speak a certain language.


  • Event
    Use Events to deliver behaviourally targeted experience. Events help you track key visitor behaviours on your site. They track the actions that people take on your site, such as clicks, product views, search and more.


  • Product Attributes
    Product attributes allow you to use additional product information for behavioural targeting. Product attributes describe product related parts of events, such as the brand, category, colour of the product and what it costs.


  • Custom Parameters
    Define Custom Parameters to be used as rules for audience targeting.



Next Steps 

Once you have created a targeting rule and defined your target audience, you can move to the next steps:

  1. Create content and marketing messages to target the particular behavioural categories. 
    See Creating a New Targeting Action and Creating a New Banner for more information.

  2. Optimise your website's audience-oriented performance
    See Creating an A/B Test for more information.



Parent Topic: Rule Based Targeting

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