Work with business rules (typologies) typologies
About typologies
Typologies allow you to standardize business practices, across all deliveries. A typology is a collection of typology rules which lets you control, filter, and prioritize the sending of deliveries. Profiles which match criteria within a typology rule are excluded from the delivery audiences at the preparation phase.
Typlogies make sure your deliveries always contain certain elements (such as an unsubscription link or a subject line) or filtering rules to exclude groups from your intended target (like unsubscribers, competitors, or non-loyalty customers).
Typologies are accessible via the Administration > Business rules menu. From this screen, you can access all existing typologies and typology rules, or create new ones based on your needs.
The main steps to apply typologies to your messages are as follows:
Create a typology typology
To create a typology, follow these steps:
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Navigate to the Business rules menu then select the Typology tab.
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Click the Create typology button and enter a Label for the typology.
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Expand the Additional options section to define advanced settings such as the typology’s internal name, storage folder, and description.
note note NOTE The IP affinity field allows you to associate IP affinities with typologies. This allows you to better control the outbound SMTP traffic, by defining which specific IP addresses can be used for each affinity. For example, you can use one affinity per country or sub-domain. You can then create one typology per country and link each affinity to the corresponding typology. -
Click Create to confirm the typology creation.
The typology opens details open. From this screen, you can directly reference existing typology rules. You can also create new typology rules and reference them in the typology later on:
Create a typology rule typology-rule
To create a typology rule, navigate to the Business rules menu then select the Typology rules tab.
Click the Create typology rule button then follow the steps detailed below.
Define the typology rule’s properties properties
Define the typology rule’s properties:
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Enter a Label for the rule.
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Select the typology rule’s Type:
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Control: Ensures message quality and validity pre-send (e.g., character display, SMS length, address format, URL shortening). They are created using a scripting interface to define complex logic for content checks and modifications.
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Filtering rules exclude segments of the target audience based on specific criteria (e.g., age, location, country, phone numbers). These rules are linked to a targeting dimension.
note note NOTE For now, only Control and Filtering typology rules can be created from the Web User Interface. To create other types of rules, use the Client console. Learn how to create typology rules in the client console -
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Select a Channel to associate to the rule.
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Toggle off the Active option if you do not want the rule to be active right after its creation.
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Define the rule Execution order.
By default, typology rules order is set to 50. You can adapt this value to manage the sequence in which typology rules will be executed when several rules from the same type are executed during the same message processing phase. For example, a filtering rule with an execution order of 20 is executed before a filtering rule with an execution order of 30.
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Expand the Additional options section to access advanced settings such as the rule’s internal name, folder storage, and description.
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For control rules, two additional rules are available in the additional options. They allow you to specify when the rule should apply and its alert level:
- Phase: This field allows you to specify at which point of the delivery life cycle the rule will be applied. Select the value to apply in the Phase drop-down list. Expand the section below for more details on the possible values.
accordion Control rules phases: At the start of targeting: To prevent the personalization step from being executed in case of errors, you can apply the control rule here.
After targeting: If you need to know the volume of the target in order to apply the control rule, select this phase. For example, the Check proof size control rule applies after each targeting stage: this rule prevents message personalization if there are too many proof recipients.
At the start of personalization: This phase must be selected if the control concerns the approval of message personalization. Message personalization is carried out during the analysis phase.
At the end of the analysis:When a check requires message personalization to be complete, select this phase.
- Level: This options allows you to specify the alert level for the rule. Expand the section below for more information.
accordion Control rules levels: Error: Stop the message preparation.
Warning: Display a warning in the preparation logs.
Info: Display information in the preparation logs.
Verbose: Display information in the server logs.
Build the rule content build
Once the typology rule’s properties have been defined, you can build the content of the rule.
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For Control rules, click the Edit code button and enter the logic for the rule using JavaScript. In the example below, we are creating a rule to display a warning in the logs if the target is empty.
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For Filtering rules, select the targeting dimension and click the Add rules button to define filtering criteria using the query modeler.
When your rule is ready, click the Create button to create the typology rule. You can now reference the rule into a typology in order to apply it to messages.
Reference typology rules in a typology add-rules
To reference one or multiple rule(s) into a typology, follow these steps:
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Navigate to the Typology tab and open the typology where you want to reference the rule(s).
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Select the Typology rules tab and click the Add typology rule’(s) button.
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Select one or multiple typology rule(s) to associate with the typology and confirm.
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Click Save.
You can now apply the typology to messages. Once done, all the selected typology rules will be executed to perform the defined checks.
Apply typologies to messages message
To apply a typology to a message or message template, you need to select the typology into the message settings. Learn how to configure delivery settings
Once done, the typology rules included in the typology are executed to check the delivery validity during message preparation. Profiles which match criteria within a typology rule are then excluded from the delivery audiences.