Configuring Rules
It's simple. Assign combination of conditions to your interactions so that
engagement can be triggered when the conditions are met.



 
# If the visitor is unknown

Unknown visitors are anonymous users, who can be tracked by their IP and have no email tag attached to it.
Assigning this rule will display your content to unknown visitors only




 
# If the visitor is a lead or a prospect

Leads or Prospects are visitors, where the visiting IP is tagged to an email id but their purchase status is null. Email gets tagged either during an web engagement or from a mail campaign. Assigning this rule will display your content to leads only



 
# If the visitor is a customer

Customers are visitors, where the visiting IP is tagged to an email id with a customer tag Integrate your store data with Plumb5. Click here to view guide on ECommerce Integration
Assigning this rule will display your content to customers only




 
If the visitor belongs to segment x

This works on prospect or customer groups who belong to a specific customer segment. Customer segmentation can be done within Plumb5 or can import existing segmentation data.
Assigning this rule will display your content to visitors, belonging to the specified segment only



 
If the visitor does not belong to segment x

This works on prospect or customer groups who do not belong to one or more specific customer segment. Customer segmentation can be done within Plumb5 or can import existing segmentation data.
This rule will display your content to visitors, who do not belong to the specified segment




 
If the visitor's total behavioral score is

This one is for the agile marketers. If you have enabled scoring for every parameter like frequency, recency, time spend, page depth or actions, you can display content based on aggregated scores. Click here to view guide on Visitor Scoring and Segmentation
Assigning this rule will display your content to visitors, belonging to a particular score range



 
If the visitor's session is

Display messages for every new session. Trigger messages based on visitor session count. For ex: Show a custom message when he is back on your website, maybe the third time.
Assigning this rule will display your content to visitors, with a particular session count



 
If the visitor's page depth is

Engage your visitor based on the depth of a session. For ex: If the visitor's current session has extended to the third page, display a custom message. If it extends to the fifth page, present a different message. Input your depth level and get started.
Assigning this rule will display your content to visitors, with a particular page depth of a session



 
If the visitor's total pageviews are

Engage your visitor based on the number of pages viewed. If you have a visitor, who has already browsed more than 8-10 pages, it's time to engage. Just input your page count to trigger your message
Assigning this rule will display your content to visitors, with a particular page count



 
If the visitor's frequency is

Display messages in context based on the frequency of the visitor. If you have frequent visitors, its time to engage them and move them to the goal path
Assigning this rule will display your content to visitors, based on frequency count




 
If the visitor's source is

Display personalized messages or offers for visitors coming from various channels.You can show a relevant banner to a person coming from particular source. For ex: If your visitor clicked on your FB campaign and visited your website, you can quickly display relevant tactical messages
Assigning this rule will display your content to visitors, based on the source URL specified by you



 
If the visitor's is direct

Ask a question or get insights from a direct new visitor
Assigning this rule will display your content to visitors, who visit your site directly



 
If the visitor's is a mail respondent

Show relevant messages if the visitor is coming to your website from a mail campaign and move them to the desired goal path. This rule can be enabled for emails sent from Plumb5 EMail platform
Assigning this rule will display your content to visitors, who visits from your mail campaign




 
If the visitor's search keyword is

Show custom messages to your visitor based on their search keyword. For ex: If the visitor comes to your website from Google Search, you can customize your content or banner, based on the search term, used in Google.
Assigning this rule will display your content to visitors, when their search keyword tag matches the tag, specified by you



 
If the visitor's clicked a specific button

Show contextual messages or offers based on click events. You should enable event-tracking on your Plumb5 tracking scripts to be able to sync event data with the interactions.
Assigning this rule will display your content to visitors, who have clicked a specific button



 
If the visitor's clicked a specific price range

Show custom offers to visitors who are searching for products within a particular price range. You should enable event-tracking on your Plumb5 tracking scripts to be able to sync event data with the interactions.
Assigning this rule will display your content to visitors, who have selected a specific form choice



 
If the visitor's interacted with a chat agent

Trigger relevant messages based on past chat responses. Login to your Plumb5 account and create groups of your chat respondents. Assign the group to the interaction
Assigning this rule will display your content to visitors, who already have a chat history



 
If the visitor's response to your mail campaigns are

You can display custom messages for mail recipients who are highly responsive. This works in sync with the Plumb5 Email platform to access the mail response segments. View the Mail Marketing article to know more about available response segments
Assigning this rule will display your content to visitors, who belong to the specified response segment




 
Based on visitor's responses to your previous interaction

Carry on the conversation by setting up messages based on past responses. You can set up followup conversations to drive visitors to the goal path. To enable this interaction, login to your Plumb5 account, to select the past responses of your previous engagement.
Assigning this rule will display your content to visitors, where the past response tags matches the tag specified by you




 
If the visitor's added these products to the cart

Display targeted messages or offers based on "Add to cart" events. You should enable event-tracking on your Plumb5 tracking scripts, to be able to sync event data with the interactions.
Assigning this rule will display your content to visitors, who have added the specified products to the cart




 
If the visitor's viewed but not added these products to the cart

Show custom messages or offers based on page views of the specified products.
Assigning this rule will display your content to visitors, who have viewed the specified products but have not added to cart yet




 
If the visitor's dropped a product from the cart

Display personalized messages or offers based on drop-out tags of a visitor. Integrate your store data with Plumb5, to be able to sync transaction data. Click here to view guide on ECommerce Integration
Assigning this rule will display your content to visitors, who have added the specified products to the cart but has not purchased it yet



 
If the customer purchased any of these products

Show related accessories or offers based on past purchases of your browsing customer. Integrate your store data with Plumb5 or upload purchase segmentation data. Click here to view guide on ECommerce Integration
Assigning this rule will display your content to visitors, who have purchased the specified products




 
If the customer has not purchased any of these products

Show related accessories or offers to your browsing customer, based on product affinity tags. Integrate your store data with Plumb5 or upload purchase segmentation data. Click here to view guide on ECommerce Integration
Assigning this rule will display your content to visitors, who have not purchased any of the specified products




 
If the customer's total purchase is

Display personalized messages or offers based on purchase points of your browsing customer. Integrate your store data with Plumb5 and create customer groups based on total purchases. Click here to view guide on ECommerce Integration
Assigning this rule will display your content to customers, where the total purchase count matches the range, specified by you




 
If the customer's current value is

Display personalized messages or offers based on current value status of your browsing customer. Current value status is calculated by integrating transaction data and spend data. Spend data needs to be imported into your Plumb5 account. Click here to view guide on ECommerce Integration and look for the feature "Acquisition Costs"
Assigning this rule will display your content to visitors, where the total value count matches the range, specified by you




 
If the customer/prospect's online sentiment is

Display personalized messages or offers based on sentiments of your customer or prospect. It could be online sentiments based on social posts or it could be responses to your engagement campaigns. To make this work, you will need to enable the sentiment search feature to sync all sentiment results.
Assigning this rule will display your content to visitors, where the sentiment tag matches the tag, specified by you




 
If the customer/prospect's social status is

Display personalized messages based on the social activity of the prospect or the customer. For ex: Show a custom message if the visitors frequents your site from Facebook. To make this work, you will need to run the customer search feature to sync all social profiles.
Assigning this rule will display your content to visitors, where the social status tag matches the tag specified by you




 
If the customer/prospect's influential score is

Display custom messages based on visitor's social influential score. This works based on Klout Scores. To make this work, you will need to run the customer search feature to sync all social profiles.
Assigning this rule will display your content to visitors, where the influential score satisfies the score range, specified by you




 
If the customer/prospect's offline sentiment is

Display personalized messages for sentiment data that you already have it offline. Import data into your Plumb5 account to give access to sentiment data by users
Assigning this rule will display your content to visitors, where the sentiment tag matches the tag, specified by you




 
If the customer/prospect's product rating is

Display targeted messages based on customer's rating for the product. Integrate the ratings widget in Plumb5 to give access to the rating responses by customer
Assigning this rule will display your content to visitors, where the rating response score matches the score range, specified by you




 
If the prospect's nurture status is

Display targeted messages or offers to your prospects, based on their status. This works in sync with the Plumb5 Prospect Base to access status data of your prospects. You can even import your prospects from SalesForce into Plumb5 Contacts and get started
Assigning this rule will display your content to visitors, who are prospects and satisfy the specified status tag




 
If the customer/prospect's gender is

Display personalized messages based on gender. Using third party lists, we have tagged professional information with respect to the given email id. It is subjective to availability of information
Assigning this rule will display your content to visitors, where the user's profile tags matches the tag, specified by you




 
If the customer/prospect's marital status is

Display personalized messages based on their marital status. Using third party lists, we have tagged professional information with respect to the given email id. It is subjective to availability of information
Assigning this rule will display your content to visitors, where the user's profile tags matches the tag, specified by you




 
If the customer/prospect's profession/industry is

If you are a B2B marketer, you could display your interactions based on the visitor's professional information. Using third party lists, we have tagged professional information with respect to the given email id. It is subjective to availability of information
Assigning this rule will display your content to visitors, where the user's professional tags matches the tag, specified by you




 
If the visitor is not connected socially

Display your messages to visitors who are still not connected on your social pages. To make this work, you will need to run the customer search feature to sync all social profiles.
Assigning this rule will display your content to visitors, where the email id is not tagged with any social profiles




 
If the customer/prospect loyalty points are

Display your form based on loyalty points. Set a number range so that you can display it to customers or prospects within a specific score range. To make this work, you should either sync your community data on Plumb5 to access score data or import an external list
Assigning this rule will display your content to visitors, whose score matches the score range specified by you.




 
If the customer's RFMS score is

Display your form based on RFMS score on Plumb5 (needs to be configured) or you could import your score list and assign a score range in the form. Show key messages to visitors with low score as they could be your drifting prospects or customers. You can even set it for RFS score of your prospect which helps in engaging a drifting prospect
Assigning this rule will display your content to visitors, whose score matches the score range specified by you. Works for prospects and customers only



 

 

 

 

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