Adding or editing rules with the Graphical editor

The Rule Editor provides a graphical mode, called the Graphical editor, to create personalization rules by selecting rule elements from a graphical interface and entering values in text entry fields. The graphical interface supports drag and drop editing.

Procedure

  1. In the Message Editor, select the content element that you want to conditionalize.
  2. Open the Rule Editor and select Graphical editor in the Editor type field. Use any of the following methods to access the Rule Editor.
    • In a zone, display the content, right-click, and select Edit Rule.
    • Open the Personalized content window for a zone, select a content element, click Edit Rule icon in the Personalized content window or click the link, click to add a rule.
    • In the Rules Spreadsheet, right-click in the Rule column and select Rule Editor.
    The Graphical editor opens with a single empty condition.
  3. Construct or edit a rule.
    1. Select a personalization field. The list of available fields is filtered according to the OLT referenced by the mailing.
    2. Select a comparison operator.
    3. Enter an appropriate comparison value for the rule. The data type of the value must match the data type for the personalization field.
    4. Add a condition, as necessary. Click Add Condition.
    5. Add a group, as necessary. Click Add Group.
      You can use a series of logical operators (and/or) to add groups in a series or to add a group within a group to create a nested sub-group. You can create a maximum of three levels of nested sub-groups.
    At any time, you can click the validate icon Validate icon for Rule Editor to validate the rule. Deliver validates the rule when you save it.
  4. Click OK to validate and save the rule.