What is a Rule Set Editor?
Personalization aims at showing targeted results, recommendations and ads on the basis of individual visitor’s browsing history. It allows brands to deliver satisfactory customer experience and ensure smooth experience in every interaction with the brand. With personalization, the right content can be sent to right people at the right time through right platform.
In Sitecore, the rule set editor is used to add rules and actions to various components.
The Rule Set Editor is a simple tool that uses logic-based rules for content management. Setting the Rule Set Editor enables one to create conditional renderings, whereby it becomes easy to personalize and control contacts’ experiences.
The Rule Set Editor has three essential elements:
The Rule Set Editor allows you to combine conditions with actions to enable you to create rules to implement personalization, run scripts, create steps in engagement plans, and many other activities.
Personalization Conditions
As mentioned above, Sitecore has many personalization conditions by default. Generally, you can use most of the conditions and personalize your content when using XM. However, specific conditions are only available when you run xDB and full XP.
The personalized conditions are organized in a specific manner, depending on their categories. The detailed list of categories is available at here
List of categories
|
|
|
Campaign |
Yes |
Yes |
Channel Date |
Yes |
Yes |
Device |
Yes |
Yes |
Fields |
Yes |
Yes |
IP Geo-location |
Yes |
Yes |
Item hierarchy |
Yes |
Yes |
Item Information |
Yes |
Yes |
Item Version |
Yes |
Yes |
Outcomes |
Yes |
Yes |
Security |
Yes |
Yes |
Sitecore Query |
Yes |
Yes |
Social |
No |
Yes |
System |
Yes |
Yes |
Tracking |
Yes |
Yes |
Venue |
Yes |
Yes |
Visit |
Yes |
Yes |
Visitor |
Yes |
Yes |
xDB |
Yes |
Yes |
Let us now see how to set up personalization in Sitecore step by step.
There are three categories of the personalization rule:
Pattern card-based or Profile-based rules
This type of personalization rules involves creating profiles or pattern cards. Based on these patterns, we set up the personalized rule over the item.
The application of this rule is simple:
These steps will open a new rule set editor. Specify the default text name and click over the ‘edit rule’ icon. It enables you to select your rules depending on your requirement.
It is also essential to set the source of the data of personalized component content. Select ‘Datasource’ from the content section of the Rule Set editor.
About Altudo
We create and deliver personalized experiences to engage customers in a one to one (1:1) manner at every touch-point to improve customer experience and drive revenue.
As Sitecore Platinum implementation partners, our deep understanding of the Sitecore ecosystem goes beyond the basics of CMS, to unleash the true potential of a seamless, personalized website experiences & curating engagement analytics throughout the customer journey.
Talk to us about how we bring together 1:1 personalisation, deep Martech Expertise, CX & Demand Gen Strategy, Engagement Analytics & Cross-Channel Orchestration to drive award winning experiences that convert
Get in touch for a complimentary consultation or a demo today.
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