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 that lets you control, filter, and prioritize the sending of deliveries. Profiles matching criteria within a typology rule are excluded from the delivery audiences during the preparation phase.
Typologies ensure 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, 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 enables better control of 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 details open. From this screen, directly reference existing typology rules or create new typology rules to reference later:
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, such as character display, SMS length, address format, or URL shortening. These rules are created using a scripting interface to define complex logic for content checks and modifications.
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Filtering: Excludes segments of the target audience based on specific criteria, such as age, location, country, or phone numbers. These rules are linked to a targeting dimension.
note note NOTE Currently, 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 with the rule.
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Toggle off the Active option if you do not want the rule to be active immediately after its creation.
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Define the rule’s Execution order.
By default, typology rules order is set to 50. Adapt this value to manage the sequence in which typology rules will be executed when several rules of 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 fields are available in the additional options. Specify when the rule should apply and its alert level:
- Phase: Specify at which point of the delivery life cycle the rule will be applied. Select the value 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: Prevent the personalization step from being executed in case of errors.
After targeting: Select this phase if you need to know the volume of the target in order to apply the control rule. 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: Select this phase if the control concerns the approval of message personalization. Message personalization is carried out during the analysis phase.
At the end of the analysis: Apply checks requiring complete message personalization.
- Level: 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 are defined, 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, a rule is created 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. Reference the rule in a typology to apply it to messages.
Reference typology rules in a typology add-rules
To reference one or multiple rules in 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 rules 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, select the typology in the message settings. Learn how to configure delivery settings
Once applied, the typology rules included in the typology are executed to check the delivery validity during message preparation. Profiles matching criteria within a typology rule are excluded from the delivery audiences.