In this article, you will get an overview of how to use the Rule Builder Palette. In the Rule Builder, there are several possibilities for defining the logic for your campaign using the Palette. This feature gives you access to all relevant attributes and variables within the scope of the current condition, effect or filter step.
To open the Palette at any point, the blue "+" button on the right side of the field, click a blue variable, or the empty formula field (when available).
The Palette Overview
To use the palette, navigate to the Rule Builder in an existing campaign (or create a new one). When you start building a step (Condition, Effect or Filter), the Palette is accessible through different options and expressions. When it opens it looks like this:
The Palette includes the following elements:
- Search field: Type in the exact name of the attribute or filter you want to use
- Categories: Select the category/entity to see what is available
- Blue pills: These are the attributes, variables or cart filters you have saved (e.g. Birth Date)
- Description: Explains the purpose of the attribute
- Type: Shows the type of attribute, (e.g. time or number)
Remember, only the available attributes or variables will appear in the Palette. If you do not see what you are looking for, check the setup of the attribute or the type of expression you are using.
Accessing the Palette from Conditions
Select Attribute: The most common way to access the Palette is when you click +Add Condition and then Select Attribute from the drop-down menu. The Palette will pop open and you can search or scroll through the list.
Depending on the type or attribute and operator you select, you can use the Palette in the available fields.
When you select the Conditions Check for custom attributes or Group multiple conditions you can also access the Palette.
The Palette from Effects
You can also access the Palette when adding Effects to your rule. Depending on the type of effect, you can select the available attributes or cart filters required for building your rule.
Set a discount: If you choose Set a discount from the drop-down, you can use attributes in the Value field. In the Value field where you enter formulas, you can also access the number type attributes in the Palette. Just click on the + button to open up the palette and see the available attributes.
Set an item discount: If you select this option, you can choose from the available Cart Item Filters (if you defined them). Here you can also use number attributes in the Value field.
Add an item to the cart: If required, you can also access the Palette when adding an item to a customers cart. Depending on your campaign requirements, you can add a Custom Attribute you have defined here.
Change an attribute's value: If you select this option, the Palette will pop up so you can choose from any available attribute in the first "original" field and for the "new" value.
The Palette from Cart Item Filters
From Cart Item Filters, you can use the Palette and access your Attributes when you select one of the following options in the drop-down:
- Filter items (by condition)
- Sort items by attribute
- Sum up cart items' attributes
- Select an attribute
- Create a bundle
Just like in the Conditions and Effects, click on the empty field and the Palette will pop up. Select your preferred attribute and add the relevant filter steps, then Save your Cart Filter. Next, you can search for the saved filter in Conditions or Effects using the Palette.
*Note: CSome filter steps will only allow you to select relevant or possible attributes in the Palette to prevent users from making mistakes or having to search each time.
Next, you will want to learn about: