Apply typology rules applying-rules

Apply a typology to a delivery applying-a-typology-to-a-delivery

In order to apply the typology rules you created, you need to associate it to a typology and then reference this typology in your delivery. To do this:

Define application conditions defining-application-conditions

You can restrict the application field of a rule according to your needs (except for control rules).

It is possible to configure typology rules so that they concern only certain deliveries which they are linked to, or certain recipients among the target of a delivery.

To define the application conditions of a rule, click the Edit the rule application conditions… link in the General tab.

Then use the query editor to define filtering conditions. In the following example, the capacity rule concerns only deliveries with the word ‘offer’ in their label or deliveries created before April 1st 2013.

Adjust calculation frequency adjusting-calculation-frequency

Arbitrations are re-executed automatically every night via the database cleansing workflow. However, values can be saved beyond this period.

Indeed, some calculations use values which do not change on a daily basis. It would therefore be irrelevant to re-calculate data every day and overload the database for nothing. For example, if a process enriches the marketing database with customer propensity scores and purchase information on a weekly basis, the data based on these values doesn’t need to be re-calculated every day.

To do this, the Frequency field of the General tab lets you define a maximum period during which targeting is saved. By default, the value 0 indicates that calculation remain valid until the next execution of daily re-arbitration.

To save the results beyond this period, enter a value greater than 12 in the Frequency field: once this period expires, all rules are re-applied.

The Re-apply the rule at the start of personalization option lets you apply the rule automatically during the personalization phase, including if the period stated in the Frequency field is still valid.

Selecting the rule application phase selecting-the-rule-application-phase

Typology rules are applied in a specific sequence during the targeting, analysis and personalization phases of the deliveries they concern.

Execution order execution-order

In standard operation mode, the rules are applied in the following sequence:

You can adapt the execution sequence of rules which have the same type using the appropriate field in the General tab of the rule. When several rules are executed during the same message processing phase, you can configure their execution sequence in the Execution sequence field.

For example, a pressure rule with an execution order of 20 will be executed before a pressure rule with an execution order of 30.

Control rules control-rules

For Control rules, you can decide at which point of the delivery life cycle the rule will be applied (before or after targeting, at the start of personalization, at the end of the analysis). Select the value to apply in the drop-down list of the Phase field, in the General tab of the typology rule.

Possible values are:

Additional configurations additional-configurations

Control outgoing SMTP traffic control-outgoing-smtp-traffic

As an option, you can use the Managing affinities with IP addresses field to link deliveries to the delivery server (MTA) this affinity. This lets you restrict the number of emails for specific deliveries towards machines or output addresses.

Campaign Optimization and Distributed Marketing campaign-optimization-and-distributed-marketing

The Distributed Marketing tab lets you define the re-mapping of typologies and/or rules which applies when a shared campaign is ordered and/or reserved. Typologies/rules defined for a local entity (linked to those defined for the central entity) replace rules/typologies linked to the central entity. Re-mapping lets you adapt central entity rules to the local entities who order the campaign.