Rules

Rules can be used to trigger goals, assign scores to visitors or favourite sessions. Rules are divided into two sections - conditions, and actions. Conditions are the events that must occur for a rule to be fulfilled. Actions are the events that will occur once the rule is fulfilled.

Rules can be found by going to Settings > Rules, while you can create a rule by clicking the Add Rule button where you will be presented with the following.

Conditions

You can use the following conditions:

• Goal Value – The value of a goal that has been achieved by a user.
  • Options: Is at least
• Goal Type – The goal achieved by the user.
  • Options: Goal is
• Goal Count – The number of goals achieved by a visitor.
  • Options: Is at least
• Page View – The page or pages viewed by a visitor.
  • Options: Page search
• Page View (Regex) – If a page view matches the regex statement.
  • Options: Free text
• Page Count – The number of pages viewed in a session.
  • Options: Is at least
• Visit Length – The length of time a user visits the property for.
  • Options: Is at least – 2 minutes, 3 minutes, 5 minutes, 10 minutes
• Lead Score Reached - If the user reaches a particular lead score.
  • Options: Is at least
• Visitor Returned - If the user is a return visitor.

Actions

• Update Score - Update the lead score assigned to a user
  • Options: With Value
• Trigger Goal - Achieves a goal. Goals will need to have been created first.
  • Options: Goal
• Favorite Session - Favourites a session that matches the rule criteria.