RulesJson Criteria Syntax

The criteria is being used on a few different API end-points including journey action update and subscribers.

Schema

[
  [{A}, {B}],
  [{C}, {D}],
  [{E}]
]

(A and B) or (C and D) or (E)

[
  [
    {
      "type": "segments",
      "operator": "belongs to",
      "value": "S1"
    },
    {
      "type": "tags",
      "operator": "has this tag",
      "value": "T1"
    }
  ],
  [
    {
      "type": "fields",
      "field_id": "email",
      "operator": "ends with",
      "value": "@hotmail.com"
    }
  ]
]

("Belongs to S1 segment" AND "Has T1 tag") OR ("Email ends with @hotmail.com")

Filtering By Segments

Filter people based on segment membership.

{
    "type": "segments",
    "operator": "...",
    "value": "..."
}

• operator - one of belongs to, does not belong to
• value - the segment id

Filtering By Tags

Filter people based on tag membership.

{
    "type": "tags",
    "operator": "...",
    "value": "..."
}

• operator - one of has this tag, does not have this tag, has any of these tags, has all of these tags, has no tags
• value - comma separated list of tag ids

Filtering By Journeys

Filter people based on their journey enrollments.

{
  "type": "journeys",
  "operator": "in journey",
  "value": "..."
}

• operator - one of in journey, completed journey, not in journey
• value - the ID number of the target journey

Filtering By Custom Fields

Filter people based on custom field values.

{
    "type": "fields",
    "field_id": "...",
    "operator": "...",
    "value": "..."
}

• field_id - the custom field id (or email for email address)
• operator - one of is, is not, contains, does not contain, ends with, begins with, is less than, is less than or equal to, is greater than, is greater than or equal to, is set, is not set
• value - the value to compare against

Filtering By Suppressions

Filter people based on their suppression status.

{
  "type": "suppressions",
  "operator": "..."
}

• operator - one of exist, not exist

Filtering By Website Events

Filter people based on their website events.

{
  "type": "website-events",
  "event": "...",
  "operator": "...",
  "event_parameter": "...",
  "value": "..."
}

• event - pageView, identify, conversion, or any custom event.
• operator - one of happened, did not happen, happened in the last X days, did not happen in the last X days, equals, does not equal, contains, does not contain, matches regex, does not match regex, greater than, less than, is set, is not set
• event_parameter - Website event parameter
• value - any value based on the event_parameter

Common Event Parameters

All events include common parameters that capture details about the user's environment and the context of the event:

• $browser, $browser_language, $browser_version - Information about the browser used.
• $current_url - The URL where the event occurred.
• $device, $device_type - Details about the device used.
• $os - Operating system information.
• $pageTitle, $pathname - Document title and path.
• $referrer, $referring_domain - Referral data.
• $screen_height, $screen_width, $viewport_height, $viewport_width - Screen and viewport dimensions.
• $sent_at - Timestamp when the event was sent.
• $uuid - Unique identifier for the session.
• Additional identifiers like $dsn, $host, $lib, and $lib_version.

Event Specific Parameters

Each event type may have additional parameters:

• identify includes emailAddress and name for user identification
• conversion tracks conversions with conversionId, conversionName, conversionValue
• customEvent may include arbitrary parameters like eventName, key1, key2, key3 for custom tracking.

Event Query Operators

Operations are used to query events based on certain conditions. Here are the available operations:

• did happen and happened - Check if an event occurred, without parameters.
• Temporal operations like happened in the last X days or did not happen in the last X days require a day count as value.
• Comparison and match operations such as equals, does not equal, contains, does not contain, matches regex, does not match regex, greater than, less than, is set, is not set utilize event_parameter and a value.

Example: Subscribers who haven't visited the homepage

{
  "type": "website-events",
  "event": "pageView",
  "operator": "does not equal",
  "event_parameter": "$pageTitle",
  "value": "Homepage"
}

Example: Page views in the last 30 days

{
  "type": "website-events",
  "event": "pageView",
  "operator": "did not happen in the last X days",
  "event_parameter": "",
  "value": "30"
}

Example: Identifications with a specific email address

{
  "type": "website-events",
  "event": "identify",
  "operator": "contains",
  "event_parameter": "emailAddress",
  "value": "@gmail.com"
}

Example: Specific conversion events made by visitors

{
  "type": "website-events",
  "event": "conversion",
  "operator": "greater than",
  "event_parameter": "conversionValue",
  "value": "50"
}

Example: Custom event based filtering

{
  "type": "website-events",
  "event": "customEvent",
  "operator": "matches regex",
  "event_parameter": "key1",
  "value": "^abc.*"
}

Example: Filtering PageViews with a property

{
  "type": "website-events",
  "event": "pageView",
  "operator": "equals",
  "event_parameter": "name",
  "value": "test name"
}

Example: Filtering PageViews

{
  "type": "website-events",
  "event": "pageView",
  "operator": "happened",
  "event_parameter": "",
  "value": ""
}

Filtering By Campaign Events

Filter people based on campaign events.

{
  "type": "campaign-events",
  "operator": "...",
  "value": "..."
}

• operator - one of opened, not opened, clicked, not clicked, unsubscribed, complained, not complained, bounced, not bounced, delivered, not delivered, queued-recipients, failed
• value - target campaign ID

Filtering By Journey Email Action Events

Filter people based on journey email action activities.

{
  "type": "journey-email-action",
  "operator": "opened",
  "journey-id": "...",
  "value": "..."
}

• operator - one of opened, not opened, clicked, not clicked, unsubscribed, complained, not complained, bounced, not bounced
• journey-id - Target journey ID.
• value - must be ActionID of the journey.

Example Rules and Rendered Queries

A

[
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"A"}
	]
]

`EmailAddress` LIKE '%A%'

A AND B

[
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"A"},
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"B"}
	]
]

`EmailAddress` LIKE '%A%' and `EmailAddress` LIKE '%B%'

A OR B

[
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"A"}
	],
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"B"}
	]
]

((`EmailAddress` LIKE '%A%') or (`EmailAddress` LIKE '%B%'))

(A AND B) OR (B AND C)

[
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"A"},
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"B"}
	],
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"C"},
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"D"}
	]
]

((`EmailAddress` LIKE '%A%' and `EmailAddress` LIKE '%B%') or (`EmailAddress` LIKE '%C%' and `EmailAddress` LIKE '%D%'))

(A AND B) OR (B AND C) OR E

[
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"A"},
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"B"}
	],
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"C"},
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"D"}
	],
	[
		{"type":"fields","field_id":"EmailAddress","operator":"contains","value":"E"}
	]
]

((`EmailAddress` LIKE '%A%' and `EmailAddress` LIKE '%B%') or (`EmailAddress` LIKE '%C%' and `EmailAddress` LIKE '%D%') or (`EmailAddress` LIKE '%E%'))