Mailings sent from iCM will only ever target those users who have "Accept mailings" enabled in their account. See Site Users.
To create a mailing rule, right-click on the root RULES directory in the mailing rules explorer. To create more complex conditional rules, right-click on an existing rule.
Mailing Rule Types
There are three types of mailing rule:
- User based rule - Targets specified site users
- Group based rule - Targets site users who are members of one or more specified site groups
- User Profile rule - Targets site users according to the details entered in their user profile
User Based Rules
A user based rules let you select the individual users will or won't receive this mailing. They have the following properties.
| Property | Description |
|---|---|
| Label | Displayed in the various lists and menus in iCM |
| Description | A description of your rule |
| Users | Select the users who will/won't be targeted by this mailing. Use the "Select" button to add a user to the rule. Highlight a user and click "Remove" to remove them. If you press the select button you'll see a list of all of the users in iCM. Current users are highlighted. Double-clicking on users in this list is a quick way to add or remove them from the rule. There's also a search control. |
| Evaluate to | True - The users in the list will receive the mailing False - All users apart from those in the list will receive the mailing |
Group Based Rules
Group based rules behave in exactly the same way as user based rules. They have the same configuration properties as users.
User Profile Based Rules
Profile rules let you target users based upon the value of a property in their user profile. For example, if a user's profile contains address information, you could mail all users that have a certain postcode.
Only profile elements (object properties) that have been set as "searchable" in the underlying USERPROFILE object type definition can be selected in a profile rule.
| Property | Description |
|---|---|
| Label | Displayed in the various lists and menus in iCM |
| Description | A description of your rule |
| Property | Use the select button to select the USERPROFILE property you would like to test your rule against |
| Logic | Select the logic for your rule |
| Value | The value used with your logic to test against the selected property |
| Evaluate to | True - The users in the list will receive the mailing False - All users apart from those in the list will receive the mailing |
Profile Example
These examples assume your user profile captures a user's age and postcode.
1. Set the rule property as "POSTCODE". Set the logic as "Equals". Enter a value of "PL6 7TL". Finally set evaluate to to "True".
This rule will email everyone with the postcode PL6 7TL.
2. Set the rule property as "AGE". Set the logic as "Greater Than". Enter a value of "18". Finally set evaluate to to "True".
This rule will email everyone who is older than eighteen.
Mailing Rule Conditions
Mailing rule conditions let you create more complex rules using the logical AND or OR operators. The hierarchy of a mailing rule will dictate the condition used.
iCM assesses the rule applied to the mailing based on parent-child or sibling relationship:
- Parent-child relationships are assessed as AND operations. This means that a rule with child rules will generate a list of users that satisfy ALL rules
- Sibling relationships are assessed as OR operations. This means that a rule with a sibling rule (ie at the same level in the rules tree) will generate a list of users that satisfy ANY of the rules
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