Create a Rule Builder campaign

Our advanced Rule Builder can be used to create rules based on weather, device, date/time, geo-location, and CRM parameters. All widgets created in Litmus Personalize (excluding Polling) can be used within the Litmus Personalize Rule Builder. For example, you may create a timed rule to show a new offer every 4 hours with a countdown timer for each offer!

Create a new rule builder campaign tag

In the Campaigns tab, select the New Campaign button or choose the Edit campaign icon on an existing one. If you are creating a new one, you'll be prompted to name your campaign.

campaigns tab with an arrow indicating the New Campaign button

Within your campaign, hover on the + icon next to create a new mailing and tag. From the dropdown, select the teal rule builder icon under the Rules heading. You'll be prompted to name your mailing and add a description for your tag.

NOTE: You can also create a new tag for an existing mailing by hovering over the + icon next to create a new tag.

new mailing and tag menu with the rule builder icon indicated

Add rules and conditions

To define your rules, the first step is to set at least one condition. Conditions are used to determine what images or widgets are displayed based on the context at the time the email is opened. These include Weather, Device, Date/Time, GeoIP and Parameters.

To set your first condition, select + Condition under the first IF block to bring up the condition editor.

rule builder with the + condition button indicated

The first dropdown in the condition editor includes the full list of use cases to choose from. What you select here determines your subsequent Condition Editor options.

animation of the list of conditions available in the condition editor

Complete the additional dropdowns and/or fields based on your use case selection, and select Save to finish your first condition.

Note: You must set at least one condition (1st Rule) and one default (2nd Rule). The default defines what happens if the conditions are not met.

Add more rules

There are two ways to add more rules:

  1. Duplicate your first rule and edit the conditions and actions.
  2. Select the + Add Rule option at the top right.

NOTE: Rules flow from top to bottom, meaning from the first rule to the default. The Rule Builder will try and match the first rule, if there is no match it will try and match the second rule, and so on until the default is displayed.

You can drag the rules to a different order by selecting the drag handle icon at the top left of each rule box (you'll only see this appear once you've added more than one rule).

Add multiple conditions to your rule

You only need one condition, but you can use multiple conditions to target more specific scenarios. For example, you can set a rule to target a sunny weather forecast and temperatures higher than 50°F.

Add additional conditions following the same steps as you did for the first one. When each new condition is added, by default it uses AND logic.

You can adjust the logic with these options:

  • Select the AND box to change the logic to OR. Example: Weather is Sunny OR Temp °F is higher than 50.
  • Group conditions using the +() option to add brackets. Example: Day of Week is Saturday AND (Temp °F is higher than 50 OR Weather is Sunny).
  • Exclude conditions using the +NOT option. Example: Weather is Sunny AND NOT Temp °F lower than 50.

You can drag the condition boxes to reorder the formula. The Rule Builder assists in evaluating if the formulas are built correctly. If the formula doesn't make sense, an error message will appear so you can quickly correct it.

animation of condition logic being corrected. a cursor moves an open bracket to the left to include two conditons within the brackets

Once you're happy with your formula, it's time to set the action.

Define the action

The action chooses the content to display if/when the conditions are met. First, select Edit Action under the THEN block, then you can choose your action from the Action Editor.

edit action button indicated under the then block

There are two types of actions to choose from:

Display an Image

To use a pre-built image, select Image and then Next. Upload an image and then add the URL the image should link to in the href field. Select Save to set the rule.

If you are setting up multiple rules that will all display different images, save time by selecting Upload Multiple Images from the top right of the tag generator, above the Rule Flow.

Display a Widget

You can display any Litmus Personalize widget (excluding Polls) that has already been built. A widget is a context or content TAG, not a template.

First, select the category of widget you want displayed (such as Countdown Clock) and then select Next to search through your existing TAG options. Click on the one you want and hit Save.

You've now set up your first rule! Next, you can add more rules, or finish your campaign by setting up the default rule.

Define the default rule

Your default rule defines the action if none of the open rules apply (remember that rules flow from top to bottom, so the default rule will be the last one tried). You only need to set the action for the default since the condition is already IF anything else.

Tip: If you want to collapse / hide this section of the email for those that don’t meet the rule criteria, upload a 1x1 or 600x1 gif. This collapses the section of the email for anybody who sees the default.

Once you've added your default action, select Next to generate your tag for your HTML.

Use cases

Check out some ideas of when to use Rule Builder and then get started with our guides!

  • Target CRM parameters to create image-based dynamic content

    Define which custom images are served to individual subscribers with rules that map data fields from your CRM to images of your choice. You could choose to show a certain segment of customers, like VIP members, a specific banner or graphic and easily swap out that image by editing the rule—no code changes necessary!

  • Create timed images

    Send time-sensitive communications by creating a rule that determines the content based on the date an email contact is merged or when an email is opened. This is helpful when communicating a policy or plan renewal, travel status messages, and anything else that needs to be communicated at just the right time.

  • Target weather forecasts

    The weather can be unpredictable, but your email content doesn't have to be. Determine which content to show based on the weather conditions—like sun, rain, or snow—at the time a subscriber opens an email. Combine with temperature-based content targeting (in either Celcius or Fahrenheit) for added relevancy.

  • Target geolocation based on CRM location data

    Use data fields from your CRM, like delivery city, and show specific content to users with selected values. For example, if the delivery city equals "London" you could choose to show a banner for an event in London but show different content if the delivery city field is anything else.

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