Defining an object for the custom parameter

Before you start, confirm the object your custom parameter should capture is being sent by the app. For example, to declare the isVIP variable is true:

MedalliaDigital.setCustomParameter("isVIP", true);

Creating a custom parameter

1. Select Custom Parameters from the Automation section.

2. Select a custom parameter name and type according to the definition for your app. Either add a new custom parameter or edit an existing one.

   

3. In the Parameter Name field, enter the name of the object this custom parameter should capture, such as isVIP as defined earlier, and connect it to the relevant surveys in the Attach Forms field. See Setting up custom parameters.

   Optionally, define the custom parameter as reusable.

4. Click Apply.

Defining a rule to evaluate the object

To define a rule, select Rule Engine from the Automation section. Create a rule that detects the custom parameter, for example if isVIP is true. See Rule engine for details on creating rules.

For this rule to be available, the following conditions must be met:

• The rule must contain one or more custom parameters only.

• The rule must not contain any feedback fields of any survey.

• The rule and all custom parameters must be connected to the survey used with it; or select the All Forms option.

Use the rule to target a survey

To enable targeting by rule, click the Configure Targeting Options icon for the button or invitation in either card or list view. On the Targeting tab, select the Target by Rule check box and select an available rule for targeting from the dropdown.