Work with the rule builder orchestrated-rule-builder

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• TL;DR: This page explains how to access and use the rule builder to filter data and build the queries that target audiences in Orchestrated campaigns.

Intents:

• Identify the contexts where the rule builder is available.
• Specify a target population using a Build audience activity.
• Apply a condition in the campaign canvas using a Split activity.
• Build advanced filters for lists such as campaign logs or targeting dimensions.
• Understand the central canvas and the Rule properties pane in the rule builder interface.
• Reuse saved queries through predefined filters.

Glossary:

• Rule builder: a tool that simplifies filtering the database based on various criteria, manages complex and long queries, and supports predefined filters within conditions (product-specific)
• Central canvas: the part of the rule builder interface where components are added and combined to build a rule (product-specific)
• Rule properties pane: the pane that provides information on the rule and allows operations to check the rule and ensure it suits the user’s needs; it displays when building a query to create an audience (product-specific)
• Build audience activity: used to specify the population to target in an Orchestrated campaign by creating new audiences (product-specific)
• Split activity: used to apply rules within the campaign canvas (product-specific)
• Predefined filters: saved queries, including versions with parameters, that can be reused in the rule builder (product-specific)

Guardrails:

• None stated on the page.

Terminology:

• Canonical name: rule builder — variants: none stated

FAQ:

• Q: Where is the rule builder available? — In every context where rules are needed to filter data, including building audiences with a Build audience activity, applying conditions in the campaign canvas with a Split activity, and building advanced filters for lists such as campaign logs or targeting dimensions.
• Q: What does the rule builder interface consist of? — A central canvas where components are added and combined to build the rule, and a Rule properties pane that provides information on the rule and lets the user check it.
• Q: When does the Rule properties pane display? — When building a query to create an audience.
• Q: Can saved queries be reused in the rule builder? — Yes, through predefined filters, including versions with parameters.

Related pages:

• To build audiences in Orchestrated campaigns: Learn how to build audiences (orchestrated/activities/build-audience.md)
• To apply a condition in the campaign canvas: Learn how to use a Split activity (orchestrated/activities/split.md)
• To build a rule in the central canvas: Learn how to build a rule (orchestrated/build-query.md)
• To check and validate a query: Learn how to check and validate your query (orchestrated/build-query.md)
• To save, apply, and manage predefined filters: Work with predefined filters (orchestrated/predefined-filters.md)

Personas:

• marketer: Can specify a target population in an Orchestrated campaign using a Build audience activity. Can apply a condition in the campaign canvas using a Split activity, or build advanced filters for lists such as campaign logs. Where: “Access the rule builder”.

Onboarding:

• Level: Intermediate
• First minimal step: Specify the population you want to target in your Orchestrated campaigns using a Build audience activity.
• Success check: The Rule properties pane lets you check the rule to ensure it suits your needs.
• Previous: Specify a target population using a Build audience activity: Use the Build audience activity (orchestrated/activities/build-audience.md); Apply a condition in the campaign canvas using a Split activity: Use the Split activity (orchestrated/activities/split.md)
• Next: Build a rule in the central canvas: Build your first rule (orchestrated/build-query.md); Reuse saved queries through predefined filters: Work with predefined filters (orchestrated/predefined-filters.md)