Meta Fields – Rules Tab Documentation

Overview

The Rules tab allows administrators to automate the assignment and management of meta fields based on predefined conditions and visitor activity. This helps streamline workflows, reduce manual updates, and ensure metadata is applied consistently across records.

Header Section

Section Title

Rules

Description

“Create automated rules to assign and manage meta fields based on defined conditions and visitor activity.”

Available Actions

• Search Rules – Quickly locate existing rules using keywords or conditions.

• Create Rule – Add a new automation rule for dynamically assigning meta fields.

Rules Tab Purpose

Rules are used to automatically apply meta fields when specific criteria are met.

Common Use Cases

• Automatically tag returning visitors.
• Assign usage-level metadata based on activity.
• Apply location or behavior-based attributes.
• Trigger metadata updates from system events or thresholds.

Creating a Rule

Follow these steps to create a new rule:

1. Navigate to the Rules tab.

2. Click Create Rule.

   Configure the rule details:

   • Rule Name – Enter a clear and descriptive name.
   • Conditions – Define the criteria that will trigger the rule.
   • Actions – Specify which meta fields should be assigned or updated.
3. Save the rule to activate the automation.

Search Functionality

Use the Search Rules field to:

• Find rules by name.
• Filter rules using keywords.
• Quickly navigate large rule sets.

Empty State Behavior

When no rules have been created, the interface displays the following message:

No rules yet

“Create rules to automatically assign meta fields based on conditions.”

Click Create Rule to begin adding automation rules.