Triggering Rules

Triggering rules determine when and to whom referral offers are shown within a campaign. This guide is a reference for understanding what each rule does. When requesting a new campaign setup, include the relevant triggering rules and triggers in your request.

Tag Rules (Data Passed via Website Tags)

Rule	Description
Order Total	Individual order value for a specific order
Currency	Currency the customer places their order in
Merchant Custom Field	Custom data passed by the client, not captured by a standard tag field
Segment	Specific customer group to show content to (defined by the client)
Locale	Language and country that a campaign will show in
Implementation	How the referral programme is displayed: Link to overlay, Popup/overlay, Embedded, Link to new window, or Cornerpeel
Situation	Where the campaign is shown: LandingPage, PostPurchase, or Cornerpeel. See promotion points for more detail
Order ID	Unique ID for an individual order
Customer ID	Target customers with a specific Customer ID
Coupon Code	Target customers based on whether they have or haven’t been given a specific coupon code
Customer Email	Target specific customers by email
Customer Address City	Target customers in a specific city
Customer Address Country	Target customers in a specific country

Fact Rules (Data Stored Within the Platform)

Rule	Description
Last Order Date	Date a customer last purchased. Use to drive order frequency or show post-purchase messaging
Share Count	Number of times a customer has shared a referral. Use to differentiate messaging for active sharers vs. new referrers

Historical Fact Rules

Rule	Description
Previously Identified Segment (last 6 months)	Show different content based on segments identified in the last 6 months
Previously Identified Segment (last 12 months)	Show different content based on segments identified in the last 12 months
Previously Identified Segment (All Time)	Show different content based on all historically identified segments

Tag & Fact Combination Rules

Rule	Description
Total Spend (Previous and Current) in Pounds/Euros/Dollars	Combined total spend — target customers by cumulative spend when segment data isn’t available
Customer Order Number (including current)	Total number of orders placed including the current one
Segment specified via customer upload (Advanced)	Client provides a CSV of email addresses to segment customers according to campaign priority
Has Been Successfully Referred	Whether a customer has been successfully referred previously

NPS Rules

Rule	Description
Most recent NPS — Detractor	Show content based on NPS score range (detractor)
Most recent NPS — Passive	Show content based on NPS score range (passive)
Most recent NPS — Promoter	Show content based on NPS score range (promoter)
Most recent NPS score value	Show content based on specific NPS score

Gender Rules

Rule	Description
Customer is likely Male	Assumption based on customer name
Customer is likely Female	Assumption based on customer name
Customer gender unknown	Customer name is considered unisex

Extended Customer Revenue (ECR) Rules

ECR values are assigned to any customer who has successfully referred. Customers are split into High, Medium, and Low categories with thresholds unique to each client.

Rule	Description
ECR is High/Medium/Low & Active	Show content based on ECR category combined with the client’s definition of Active
ECR is High/Medium/Low & Dormant	Show content based on ECR category combined with the client’s definition of Dormant
ECR is High/Medium/Low & Lapsed	Show content based on ECR category combined with the client’s definition of Lapsed

To view ECR thresholds for your account, go to the customer revenue page and hover on the tooltip.

How to Organise & Run Campaigns

Set up and manage the campaigns that these triggering rules apply to.

Getting Started

Onboarding

Referral

Influencer

A/B Testing

Reporting

Integrations

Security & Data

Platform Reference

Tag Rules (Data Passed via Website Tags)

Fact Rules (Data Stored Within the Platform)

Historical Fact Rules

Tag & Fact Combination Rules

NPS Rules

Gender Rules

Extended Customer Revenue (ECR) Rules

How to Organise & Run Campaigns

​Tag Rules (Data Passed via Website Tags)

​Fact Rules (Data Stored Within the Platform)

​Historical Fact Rules

​Tag & Fact Combination Rules

​NPS Rules

​Gender Rules

​Extended Customer Revenue (ECR) Rules

​Related Guides

How to Organise & Run Campaigns

Tag Rules (Data Passed via Website Tags)

Fact Rules (Data Stored Within the Platform)

Historical Fact Rules

Tag & Fact Combination Rules

NPS Rules

Gender Rules

Extended Customer Revenue (ECR) Rules

Related Guides