Note: In all recommendation widgets, a default rule will be created, except for the custom and query-based algorithms.

What is the rule for a widget?

This comprehensive guide will help you harness the power of the Rule in Widget to fine-tune your content recommendations within Experro. By using rules, you can take your recommendation algorithm to the next level, providing users with highly personalized and relevant content experiences.

The Rule in Widget is a vital component of Experro that allows you to define specific criteria and guidelines for content recommendations. It acts as a virtual gatekeeper, ensuring that only content that meets your predefined rules is suggested to your users. Think of it as your CMS's brain, enabling you to control and shape the recommendation algorithm's behavior.

Key Benefits

Why should you incorporate the rule in Widget in Experro? Here are some compelling reasons:

1. Precision Targeting: Rules give you the power to precisely target content to specific audience segments, ensuring that each user receives recommendations tailored to their preferences and interests.
2. Content Governance: Maintain control over the type of content that's recommended, aligning it with your brand, values, and strategic objectives.
3. Adaptability: Easily adapt and modify rules to align your recommendations with evolving content strategies and user behaviors.

Why use rules?

Incorporating rules into your widget in Experro is essential for precision targeting, maintaining content governance, and ensuring adaptability to evolving strategies and user behaviors. This strategic use of rules enhances the overall effectiveness of your content recommendation system.

Implementing Rules in the Widget

This article explains how you can add, update, or delete a rule.

Add a Rule

Please refer to our Rule type Article for the complete understanding of different rule types.

You can follow the below steps to add a site rule:

1. Go to your workspace.
2. Click on the Recommendation option in the left sidebar and choose an environment where you want to apply this rule.
3. Select the widget from the left sub-panel where you want to create the rule.
4. You will see the screen with the default rule created for that widget.
   
5. You can add your custom rule by clicking on the “Add Rule” button.
6. A dialog box will appear, asking you to fill in the below details:
1. Rule Name (Required): Name of the rule you want to create.
2. Description: A short description of the rule
3. Rule Type (Required): Select the rule type where you want to apply the rule.
   

   Note :To have a brief understanding on all the rule types, please refer to our Rule types article.
   

4. Start Date (Required): select the start date from when you want to apply the rule.
5. End Date: You can select the end date if you want to apply the rule to a specific period.
6. Click on the Configure Rules
   
7. Click on the configure rules, and you will be directed to a new screen.

Note: The time duration that you select for rules is based on the workspace timezone.

To continue further on how to configure rules, check out our Configure Rules article.

Update Rule

When you want to make changes to existing rules, i.e., site, category, or search rules,
It's simple; just follow the below steps to update a rule:

Steps to update a rule

1. Go to your workspace.
2. Click on the Recommendation option in the left sidebar and choose an environment where you want to apply this rule.
3. Select the widget from the left sub-panel where you want to create the rule.
4. Select the Edit option by clicking on the three dots that appear on hover.
5. You can change the name and description of the rule.
6. Click on the Save button to apply the latest changes.

Updating an inner rule

You can also update the inner rules like name, condition, or add or remove conditions, and even change the type of inner rule and the time duration during which a rule is active.

You have to follow the following steps:

1. Click on the rule name, and you will be directed to a screen where you can change the inner rule configuration, like:
1. If you want to add more inner rules, then in the left configuration section, select the type and click Add Rule.
2. If you want to update an inner rule, then select the Edit option by clicking on the three dots that appear on hover.
   
3. You can change the configuration of this inner rule or add or remove any conditions, then click on the Add button to apply changes.
   
4. If you want to add a similar inner rule, then choose the duplicate option by clicking on the three dots that appear on hover.
5. A copy of the rule will be created, and you can make additional changes to it, then click on the Add button to apply the changes.
   
6. If you want to delete an inner rule, then select the Delete option by clicking on the three dots that appear on hover.
   
2. Once you’re done with your changes, hit the Save button next to the duration options to save all changes.

Note: The value of the environment is read-only, so you cannot change the environment value while updating a rule.

To continue further on how to configure rules, check out our Configure Rules article.

Delete Rule

Delete an existing rule when you no longer need it, or you can deactivate it temporarily.
You can follow the below steps to delete a site rule:

Steps to delete a rule

1. Go to your workspace.
2. Click on the Recommendation option in the left sidebar and choose an environment where you want to apply this rule.
3. Select the widget from the left sub-panel where you want to create the rule.
4. Select the Delete option by clicking on the three dots that appear on hover.
5. Confirm the delete action.

To continue further on how to configure rules, check out our Configure Rules article.