Managing Trait Rules managing-trait-rules
In Trait Builder, the Expression Builder lets you create and test rules that establish audience qualification requirements. Rules consist of key-value pairs such as color == blue or price > 100. Comparison operators establish the relationship between keys and values. Boolean expressions determine the relationship between rule groups.
Main Signal Rules Features Described
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The Expression Builder or Code View tabs provide an overview of the rules in your trait. The Expression Builder tab lets you create rules with fields and drop-down menus. The Code View lets you create rules by manually writing those expressions as code. The illustration above shows a simple trait composed of a signal that evaluates data for a qualifying condition where a product key equals a specific value, in this case
color == "blue". -
The fields and controls in this section let you create signals from key-value pairs and set the relationship between them with a comparison operator. A key, operator, and value are required.
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The Data Explorer Options allow you to backfill trait realizations for your signals.
note note NOTE This option is only available for Data Explorer customers. Contact your ÃÛ¶¹ÊÓƵ consultant for details. -
This section shows you an estimation of trait realizations for the past 7 days, for the signals defined in the Expression Builder, for backfilled and non-backfilled traits.
note note NOTE This option is only available for Data Explorer customers. Contact your ÃÛ¶¹ÊÓƵ consultant for details. -
The test fields let you validate combinations of signal rules or the URLs that you want to use when sending data to Audience Manager.
Create a Trait Rule create-trait-rule
Rules (or expressions) consist of individual or groups of key-value pairs. Comparison operators set the relationship between key-value pairs. To create a rule,provide a key, a value, select an operator, and click Add Rule.
Complete the required fields in the Basic Information section before creating trait rules.
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Expand the Trait Expression section and enter a key and value name. This creates a
signal.note note NOTE Include the c_prefix (or any other naming convention) for key variable if your event calls send data to Audience Manager using that syntax. -
Select a comparison operator from the Operator dropdown. The comparison operator evaluates the relationship between the elements in a signal.
note note NOTE The Boolean OR operator establishes the relationship between multiple signals within a group and cannot be changed. -
Click Add Rule. The saved rule appears in the traits workspace above the data entry fields.
Example example-trait-rule
In the example below, a user has created a new trait rule based on the product ID. To build this rule, the user provided the key productkey linked with an equals operator ( ==) to the value 2093.
Clicking Add Rule saves and moves the trait into the Expression Builder workspace.
Create a New Rule Group create-rule-group
This procedure describes how to create a new rule group.
Your trait must contain at least two rules before you can create a new rule group.
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Move your cursor over the rule you want to move to highlight it.
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Hover over the highlighted rule border.
This automatically separates the rule from its current group and moves it into a new group.
note note NOTE Drag a rule back to its original group if you move it unintentionally. -
Select a Boolean operator (AND, OR, AND NOT) from the drop-down menu to set the relationship between the rule groups.
Move Rules Between Groups move-rules-between-groups
To move a rule, click and drag it to another group.
Edit a Trait edit-trait
This procedure describes how to edit a trait.
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In the Traits dashboard, hover over the Actions column for the trait you want to edit. This brings up the trait management icons.
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Click the pencil to edit the trait.
Delete a Trait Rule delete-trait
This procedure describes how to delete a trait rule.
- In the Traits dashboard, hover over the Actions columns for the trait you want to edit and click the pencil icon. This brings up the trait management icons.
- Expand the Trait Expression section.
- Hover over the rule you want to delete and click the X icon. The rule is deleted immediately.