Rules

Rules are used to trigger an action when DXA detects a preconfigured condition in a session. For example, you can add a rule to trigger a tracked event when a user has been in a session for five minutes.

Adding a rule

  1. On the navigation bar, go to Settings button settings > Property Settings > Rules and click + Add Rule. Rule creation screen

  2. In the Condition area, define the condition for DXA to detect in a session to trigger an action.

    The box on the right corresponds with the Factor you select. For example, if you selected Visit length as the factor, the box to the right allows you to select a corresponding length of time.Rule creation screen showing a factor with corresponding options to the right.

  3. In the Action area, define the action to be triggered when DXA detects the condition defined in the step above.

    The box on the right corresponds with the Action you select. For example, if you select Fire Tracked Event as the action, the box to the right allows you to enter one or more tracked events or to click + to create a new tracked event.

    The following actions are available:

    • Fire Tracked Event — When DXA detects the condition defined above, a tracked event is triggered at the end of the session.

    • Favorite session — When DXA detects the condition defined above, the session replay is saved in your favorites.

    • Legal hold — When DXA detects the condition defined above, the session is preserved for as long as the property exists on your account.
      Note: Legal holds are required when a company is legally obligated to preserve data. If you require a legal hold to be implemented on a session, contact your Customer Success Manager.

    • Add page to error group

      Warning: This feature is deprecated and will be removed in the future. Minimal support is available.

  4. Click Save Rule.

The action will now be triggered when DXA detects the condition in a session.