Rules engine

3 Articles

Rule types by context

14 min

Updated09 Sep 2026

A persona is built on the user and customer characteristics that you add to a persona rule. You select these characteristics from groups of similar characteristics like the data fields on the Customer screen.

Create custom rule type option for criteria type

5 min

Updated14 Sep 2026

In this example, the website needs to provide a discount to customers who have the default payment method set to ACH or Credit Card. This requires building a custom derived criteriatype class that will serve as the rule type option for promotions.

Create custom rule type option for CMS variants

9 min

Updated14 Sep 2026

Creating a custom Rule Type Option for CMS Variants can be useful for A/B testing. The basic idea is that some users will see one variant of a page, while other users will see a different variant of the same page.