01_Additional_Targeting_Role_Components.md

Additional Conditions and Actions to Pimcore Global Targeting Rules

The CMF adds following conditions and action to the Pimcore Global Targeting Rules:

Condition [CMF] Has Segment

This condition checks if the current user has the given segment assigned. There are two data sources supported:

1. Targeting storage with tracked segments (see also Action [CMF] Track Segment).
2. User profile with assigned segments.

To consider these data sources use the checkboxes Consider Tracked Segments and Consider Customer Segments in the configuration. The Has Segment condition also checks for a certain count of segment assignments of the given segment.

Condition [CMF] Customer Logged-In

This condition checks if currently a user is logged in. There are no further config options to this condition.

Action Assign Target Group

The CMF extends the default Assign Target Group action with following options:

• Assign connected Customer Segment to logged-in Customer: If a user is logged-in, the action checks if there is a segment object connected to the given target group. If so, it assigns it to the customer object.
• Track Customer Activity to logged-in Customer; If a user is logged-in, the action tracks an activity to the customer object. This action can then used for further processing later on.
• Consider profiling consent: If a user is logged-in, the action checks the profilingConsent attribute of the user. If profilingConsent is not true, the action will be ignored.

Action [CMF] Track Segment

The Track Segment action stores the given segment to the Targeting Storage of the current user. This information can be used later on, e.g. with the Has Segment condition.

Action [CMF] Apply Target Groups from Assigned Customer Segments

The Apply Target Groups from Assigned Customer Segments action applies all customer segements from the currently logged-in customer that are linked to a target group to the targeting engine. This might be necessary for keeping information stored in the customer object in sync with the targeting engine. Follwing options influence the behaviour:

• For filters for certain target groups that should be considered. Empty selection means that all target groups are considered.
• Do sets three apply types:
  • Cleanup and Overwrite: Cleans up all considered target groups from targeting storage and newly adds target groups from assigned customer segments including their application counter as assignment count in targeting storage.
  • Cleanup and Merge: Cleans up all considered target groups from targeting storage and newly adds target groups from assigned customer segments. But: the assignment count in targeting storage is only updated when application counter of customer segment is higher.
  • Only Merge: Only merges target groups from customer segments by updating assigment count in targeting storage if higher.