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Set up Rules to Identify Channel Traffic

Your Optimize Channel's Rules To Identify are used to identify traffic that is sourced from that channel. Each rule will leverage at least one element of either the Referring URL or the Landing Page URL captured for a referral.

Rules To Identify are a component of an Optimize Channel. They are configured when you https://help.impact.com/en/support/solutions/articles/48001239643-create-an-optimize-channel

create an Optimize Channel and can be updated when you edit an Optimize Channel.

Rules to identify components

This feature is only available with the Optimize add-on. Click here to get the add-on!

When creating a Rule To Identify, there will be between 3 and 4 fields you must fill in. Refer to the tabs below to learn more about each field.

"Where" the rule will look to find the Rule Value(s). This is selected from the 1st drop-down menu when creating a Rule To Identify.

See the 1st table in the update Rules To Identify section to view all available Rule Target options.

Example: Landing Page URL

Set up a Rule To Identify

The Rules To Identify (RTI) works in an AND/OR system: Selecting plus-circle-solid__1_.svg [Add] AND will add conditions to a rule, whereas selecting plus-circle-solid__1_.svg [Add] OR will add a "separate" rule. When OR is selected, any of the conditions linked by an OR will identify the channel's referral. When AND is selected, all of the conditions linked by an AND are required to identify the channel's referral.

When creating or updating a Rule To Identify, impact.com recommends keeping the logic as simple and readable as possible. This will make ongoing support of your rules more effective and efficient. Learn more on how to create an optimize channel and RTI's.

Below are the Rule Target descriptions that can be used in a Rule To Identify. Be sure to select Save after making changes. Refer to the Optimize Setup Scenarios article for examples of Rules To Identify.

Note: You cannot configure the Rules To Identify for Direct (where there is no referrer) and Organic Referral (where there is a referrer) channels, also known as the Default Channels. These channels are specifically for cases where traffic does not meet the qualifications for any Rules To Identify to be applied.

Rule Targets

Rule Target

Description

Example

Landing Page URL

The entire URL on which referred traffic lands.

https://www.landingpage.com?key=valueparameter&key=parametervalue

Landing Page Domain

The part of the URL that follows the protocol and precedes the subdirectory/path (if a path is present) or the query string (if a path is not present).

www.landingpage.com

Landing Page Query String

All parameter key-value pairs that follow the question mark ( ? ), which marks the beginning of the query string.

key=value&parameterkey=parametervalue

Landing Page Parameter

A specific key-value pair present in the query string.

parameterkey=parametervalue

Referring URL

The entire URL that traffic comes from.

https://www.referringpage.com?key=value&parameterkey=parametervalue

Referring Domain

The part of the URL that follows the protocol and precedes the subdirectory/path (if a path is present) or the query string (if a path is not present).

www.referringpage.com

Referring Query String

Everything after the URLs path (if present) or after the top-level domain (if no path exists).

key=value&parameterkey=parametervalue

Referring Parameter

A specific key-value pair present in the query string.

parameterkey=parametervalue

See what each Rule Target would look for
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Rule Logic options

You can also select how a Rule Target (found in the table above) is applied to the Rule Value 2 (what you enter in the final field of a Rule To Identify) by selecting the Rule Logic. See the table below for more information on Rule Logic options.

Options

Rule Logic Option

Description

Example

Exactly Matches

The exact Rule Value 2 configured must be found in the Rule Target, with no additional characters before or after.

Rule:

Landing Page Parameter utm_medium Exactly Matches search

Example included URL:

https://www.impact.com?utm_medium=search

Contains

The Rule Value 2 must be found in the Rule Target.

Rule:

Landing Page Parameter utm_medium Contains search

Example included URL:

https://www.impact.com?utm_medium=somesearchentry

Starts With

The Rule Value 2 configured must be found at the beginning of the Rule Target.

Rule:

Landing Page Parameter utm_medium Starts With search

Example included URL:

https://www.impact.com?utm_medium=searchentry

Ends With

The Rule Value 2 configured must be found at the end of the Rule Target.

Rule:

Landing Page Parameter utm_medium Ends With search

Example included URL:

https://www.impact.com?utm_medium=someentry

Matches Regex

The Rule Target's value must be a regex match to the Rule Value 2. Learn more about regular expressions. Test a regular expression.

Reach out to your CSM (or create a support ticket) for help with this Rule Logic option.

Does Not Exactly Match

The exact Rule Value 2 configured must NOT be found in the Rule Target.

Rule:

Landing Page Parameter utm_medium Does Not Exactly Match search

Example excluded URL:

https://www.impact.com?utm_medium=search

Does Not Contain

The Rule Value 2 configured must NOT be found in the Rule Target.

Rule:

Landing Page Parameter utm_medium Does Not Contain search

Example excluded URL:

https://www.impact.com?utm_medium=search

Does Not Match Regex

The Rule Target's value must not be a regex match to the Rule Value 2. Learn more about regular expressions. Test a regular expression.

Reach out to your CSM (or create a support ticket) for help with this Rule Logic option.

Matches Any

The Rule Value 2 is a comma-separated series of Exactly Matches values (see the Exactly Matches row). Do not use spaces between each entries.

Rule:

Landing Page Parameter utm_medium Matches Any search,ppc

Example included URLs:

https://impact.com?utm_medium=search

https://impact.com?utm_medium=ppc

Contains Any

The Rule Value 2 is a comma-separated series of Contains values (see the Contains row). Do not use spaces between entries.

Rule:

Landing Page Parameter utm_medium Contains Any search,ppc

Example included URLs:

https://www.impact.com?utm_medium=somesearchentry

https://www.impact.com?utm_medium=someppcentry

Is Present

The provided Landing Page Parameter value must be included in the URL. Only available when Rule Target=Landing Page Parameter.

Rule:

Landing Page Parameter utm_medium Is Present

Example included URL:

https://www.impact.com?utm_medium_ppc

Is Not Present

The provided Landing Page Parameter value must NOT be included in the URL. Only available when Rule Target=Landing Page Parameter.

Rule:

Landing Page Parameter utm_medium Is Not Present

Example excluded URL:

https://www.impact.com?utm_medium_ppc

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