Rules Based Branching

Welcome to the world of personalized user experiences! With our Rules Based Branching feature, you can create engaging content tailored to each user's responses. Whether your goal is to enhance user engagement or streamline interactions, this feature is designed to help you achieve just that!

Imagine guiding a user through a tailored pathway based on their favorite color and shoe size, while also excluding those interested in basketball shoes. With Rules Based Branching, setting up this scenario is a breeze! You’ll be crafting rules using responses collected across three different screens within the same user session, ensuring a seamless and intuitive experience for your users.

To enable Rules Based Branching, you’ll need to insert a traffic split. Here’s how you can do it:

1. You can add a traffic split from the builder map or directly from the screen cards within the editor. To insert a traffic split in front of all your branches, select the two-dot dropdown on a screen in the builder map.
   

   

2. Alternatively, you can insert the traffic split within the context of one or multiple branches coming off a screen.
   
   

   

3. Within the Traffic Split modal, you will notice "Rule Base" as the top choice.
   

   

After choosing the Rule Based option from the Traffic Split modal, select the screen(s) for which you want to build your rule. You’ll notice that only screens within the current pathway that are eligible for branching will be available for selection.

Once your screen is selected, you will choose the responses and the operator you’d like to use:

• ‘Any’ means that any of the responses selected will qualify for that path. You will sometimes refer to ‘any’ as being called ‘or’.

• ‘None’ means the opposite. It’s effectively an exclusion.

You can name your branches at the top of each branch for better recognition of what rule is behind each branch. If the rule is met by the end user, they will be routed down the pathway you set up. If a rule is not met, they will branch to the ‘default’ path.


Advanced Rules across Screens

You can create a rule combining responses across numerous screens using an AND or OR operator. Even within one screen you can create numerous rules, and then combine that rule with additional screens.

Please note, if there is a tie between branches, you can stack rank which one gets priority by dragging and dropping the order.


Creating Rules with Select All That Apply

If you are using a Select All That Apply question type, there are some additional rule options available using the operators.

• ‘Any’ will be used if one or more of the items is selected by the user

• ‘All’ will be used if all the items are selected. This selection will provide an exact match.
  

Creating Rules with a Stack Rank element

The Stack Rank question type has some similarities with Select All That Apply. Here’s how the 3 operators work:

• Any: If you select ‘Any’, you will set the ranking for the branch. If the end user selects any of the items you ranked the same way you did, they will meet that condition and go down that route.

• All: Similar to ‘All’ for Select All That Apply, you will set up your ranking for a branch, and if the end users selects all of them right, they will go down that route.

• Order: The ‘Order’ operator is used to apply logic to ensure that certain selections are ranked above others. For example, if a certain pathway always needs ‘Apples’ ranked higher than ‘oranges’ and ‘pairs’ you can set the Order for Apples to be ranked 1 and set oranges and pairs to 2 and 3.

Stack Rank is a screen type where you may want to consider setting up numerous rules for a pathway to get the proper granularity. Here’s a short video showing an example.


Creating a Rule with a Slider Element

If your screen has a Slider, there are 3 operators you can use to set up your rule.

• Above: If the end user selects a value above a certain number

• Equal: if the end user selects a specific number

• Below: If the end user selects a value below a certain number
  
  

  

  
  

Q: Is there a limit on the number of rules you can create?

A: There is no limit. However, if your builder map has too many branches, the building experience can get a bit unwieldy. Ultimately Rules based branching should cut down on how many screens you need to personalize your content, not increase the number of screens.

Q: Can you use Rules Based Branching to create segment based outcomes?

A: Segment Based Outcomes is what is described to create an exact set of rules to achieve an outcome at the end of your experience. While you can technically achieve this with Rules Based branching, it is not a super scalable way to accomplish it if you have many outcomes. The Dynamic product Feed may be a better choice if you have many product or outcome and you’d like to achieve this use case.

• Traffic Splits