Introduction
In this section, the speaker introduces the concept of standardizing business practices across all deliveries by applying typology rules.
Standardizing Business Practices with Typology Rules
- Applying a consistent set of typology rules helps to standardize business practices across all deliveries.
- Typology rules, also known as business rules, are applied during the analysis phase before confirming the delivery.
- Adobe Campaign may drop recipients or issue warnings/errors based on these rules during campaign execution. Different marketing teams and channels can be involved in various campaigns.
- It is not always possible for each person to reinforce these business rules individually in their practices. By applying these rules across all deliveries, it provides a way to standardize.
Typology Rules and Associations
This section explains the relationship between typology rules and associations with deliveries.
Types of Typology Rules
- There are four types of typology rules in Adobe Campaign.
- Control Rules: Applied to message content for quality checks and compliance with legal requirements and corporate best practices.
- Filtering Rules: Applied to target audience selection, excluding groups that should not be contacted. It is recommended to perform exclusions upfront for cleaner delivery reports.
Associations with Deliveries
- Typology rules are associated with a rule set or typology at the delivery template level.
- The relationship between rules and typologies is many-to-many, allowing reuse of a rule in multiple typologies.
Advanced Typology Rules
This section discusses advanced typology rules available in Adobe Campaign.
Advanced Typology Rules
- Campaign Optimization Module: Allows the application of pressure rules and management of solicitation levels for contacts or customers.
- Capacity Rules: Help plan for inbound traffic resulting from a campaign, limiting the volume of messages based on capacity to handle responses.
Control Rules and Filtering Rules
This section explains control rules and filtering rules in more detail.
Control Rules
- Control rules apply quality checks on content, ensuring compliance with legal requirements and corporate best practices. Examples include checking for an unsubscription link or mirror page link in email content.
Filtering Rules
- Filtering rules are used to exclude groups from the target audience that should not be contacted. It is recommended to perform exclusions upfront for cleaner delivery reports. Examples include excluding competitors or minors based on specific criteria.
Applying Typology Rules in Adobe Campaign
This section provides instructions on how to apply typology rules in Adobe Campaign.
Creating a New Typology Rule
- Typology rules can be defined under the administration campaign management typology management folder.
- To create a new typology rule, go to the typology rules section and create a filtering type rule.
- Name the rule appropriately, incorporating your data partition name into the rule label if necessary.
- Set the filtering conditions based on your business logic, such as excluding records with a specific email domain.
- Save the changes.
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New Section
In this section, the speaker discusses how to create a unique internal typology and associate it with a delivery template.
Creating a Unique Internal Typology
- To create a unique internal typology, give it a unique internal name and save it. This copy of the default typology will already have all the out-of-the-box rules associated with it.
- Add your own typology rule called "internals only" and edit the details at the start of the execution order.
- Save the typology rule to ensure it is applied before any other rules.
Associating Typology with Delivery Template
- Edit the delivery template and associate the new typology with it.
- Save the template after making changes.
- To test the template, execute the delivery template by clicking on "send".
New Section
In this section, the speaker provides recommendations for placing typology rules in execution order.
Placing Typology Rule in Execution Order
- It is recommended to place your typology rule at the start of the execution order for better control over its application.
- Edit and save your rule accordingly.
New Section
In this section, learn how to ensure that your custom rule gets applied before any other rules.
Saving Rule for Priority Application
- Save your custom rule so that it gets applied before any other rules.
- This ensures that your rule takes precedence over other rules.
New Section
In this section, learn how to associate a new typology with a delivery template and test its effects.
Associating New Typology with Delivery Template
- Go back and edit the delivery template.
- Associate your new typology with this delivery template.
- Save the template after making changes.
Testing the Rule
- To test the rule, execute the delivery template.
- Click on "send" and select a large number of recipients for testing purposes.
- Preview the recipients to ensure that your rule is correctly applied.
New Section
In this section, learn how to analyze the results of a typology rule without actually sending the delivery.
Analyzing Delivery Results
- Be cautious not to send the delivery during testing.
- Select "deliver as soon as possible" and analyze the delivery instead.
- Check the number of messages to be sent and observe any exclusions made by your typology rule.
New Section
In this section, learn how to review the effects of a typology rule on a specific delivery.
Reviewing Delivery Logs
- Close the delivery and open it again in the deliveries folder.
- Look at the delivery logs to see which records are being targeted by your typology rule.
- Observe any exclusions or specific targeting based on your rule's criteria.
New Section
In this section, learn about successful application of a typology role and reviewing its impact on specific records.
Confirming Successful Typology Rule Application
- Based on the targeted records in the delivery logs, conclude that your typology role is successful.
- If needed, check specific folders or criteria used by your rule for further verification.