Targeting Rules in Personyze

What Are Targeting Rules in Personyze?

Targeting rules in Personyze allow you to precisely control which visitors see specific campaigns, banners, popups, or personalized content. These rules leverage real-time user behavior, demographics, CRM data, device attributes, and integrations, enabling effective and meaningful personalization.

Why Targeting Rules Matter

Implementing targeting rules ensures your messages reach relevant audiences, boosting engagement, conversions, and enhancing the user experience.

Complete Explanation of Personyze Targeting Rules

🌐 Behavioral & Interaction Rules

  • 📄 Pages Visited: Show content based on specific pages visited.
  • 🔢 Number of Page Views: Campaigns based on how many pages viewed during a session.
  • ⭐ Most Popular Page: Target frequent visitors of certain pages.
  • 🖱️ Content Interaction: Engage users who interact extensively with content.
  • ⏰ Time on Site: Campaign triggers based on time spent on your site.
  • 🛒 Product Interactions: Target based on product views, carts, favorites, or purchases.

🔎 Traffic Source & Keyword Rules

  • 📥 Landing Page: Entry page-specific targeting.
  • 🌍 Traffic Source: Segments by referral source.
  • 🔑 Keywords: Visitors arriving from specific search terms.
  • 🎯 Ad Campaigns (UTM): Segment using UTM parameters.

🗓️ Time-Based Rules

  • 📅 Date and Time: Schedule by specific dates, weekdays, or hours.
  • 🕒 Site Enter Time: Trigger based on session start time.

💻 Technical & Device Rules

  • 📱 Device and System: Target by device type, browser, OS.
  • 🌐 IP Addresses: Specific IP or IP range-based targeting.

👤 Profile & CRM Rules

  • 🗃️ User CRM/Profile Data: Attributes such as company, domain, industry.
  • 📋 User Lists: Uploaded visitor lists (CSV, RSS).
  • 🔄 Visitor Type: New, returning visitors, or frequency-based.

📍 Geographical Rules

  • 🌎 Countries/Cities: Target by visitor location.

🛍️ Commerce & Session Attributes

  • 🧾 Cart Value: Target by shopping cart value.
  • 📦 Number of Products Purchased: Target by quantity or value.
  • 💰 Products Purchased Value: Monetary value-based targeting.

❤️ Personalization & Interest Rules

  • ✅ Personyze Actions State: Based on previous campaign interactions.
  • 💡 Interests: Explicit or inferred user interests.

☀️ Environmental Rules

  • 🌦️ Weather Conditions: Real-time weather targeting by temperature, wind, humidity, cloud cover, pressure.

🎲 Audience Sampling

  • 🧪 Limit Audience: Control exposure for effective A/B testing.

🔗 Integration Rules

  • 🔄 Tealium Audiences: Segment visitors using Tealium audiences.
  • 📈 HubSpot Integration: Target using HubSpot CRM data.
  • 🏢 Leadfeeder, Clearbit, 6sense: Reverse-IP lookups by company details.

🔀 Combining Rules (Logic Operators)

Use logical operators for advanced targeting:

  • AND: All rules must match.
  • OR: Any matching rule triggers the campaign.

Example Story: “Show a discount banner if visitors are on mobile AND from the US OR have items worth over $100 in their cart.”

📊 Real-Time Forecasting & Testing

Personyze provides forecasting to preview audience size and verify rule accuracy in real-time.

🎯 Tips for Successful Targeting

  • Start broadly, then narrow down.
  • Regularly test and optimize with forecasting.
  • Combine behavioral and CRM data for precision.
  • Use sampling to conduct robust tests.