The Trigger section, where you set eligibility and qualifying purchase rules.
What You Can Set
The editor has two tabs:- Eligibility. Who is eligible to see the campaign, based on attributes of the tag we receive or the customer’s profile.
- Qualifying purchases. Which purchases count as a qualifying referral.
How Rules Combine
Rules are organised into groups:- Rules within a group use AND logic: all of them must match (this is the Match all group).
- Separate groups use OR logic: a customer qualifies if they match any group.
Rules You Can Use
Eligibility rules draw on the data in your tag and the customer’s profile. The main categories:
Rules support comparisons such as is / is not, greater than / less than, contains, and regex matching for flexible values within a string.
Target a Segment, or Everyone
For most programmes a single campaign shown to everyone works well when the offer is consistent. Restrict to a segment when you have distinct customer types that should see different offers (for example new versus loyal customers, or different product categories). If you run several products with different economics, consider separate campaigns.Qualifying Purchases and Referee Rules
Use qualifying purchase rules to define what counts as a successful referral, for example a minimum order value before the referrer is rewarded.A Campaign-Scoped Section
The Trigger is shared across the whole campaign, not a single version, so editing it works differently from the other sections. On a draft of a campaign that is already live the Trigger is locked; you edit it on the live version, where changes take effect immediately for all customers. For the full rules and the exact messages, see what you can and can’t edit.A new campaign can’t go live for the first time with no eligibility rules, so add at least one before you launch. Once the campaign is live, this becomes a warning rather than a blocker. See troubleshooting.