Catalog Rules allow users to define logic-based conditions that automatically assign campaigns or products to a brand based on specified criteria. These rules are especially useful for:
- Large catalogs with frequent updates
- Standardized naming conventions
- Reducing manual mapping workload
Steps/Process
Step 1: Navigate to Catalog Rules
- Be sure that you are in the appropriate Organization
- In the top navigation bar, click Catalog
- Click the Catalog Rules tab
- Click Create Rule
Step 2: Define Rule Details
- Rule Name: Use a clear, descriptive name
- Rule Type: Select whether it applies to Campaign or Product
- Channels: Select the channels this rule should apply to
Step 3: Define Criteria
- Set the conditions that determine when the rule applies.
- If Campaign rule type, you can apply conditions on the Campaign Name, Campaign ID, Account ID
- If Product rule type, you can apply conditions on the Product Name, Campaign ID, Account ID
- Choose the appropriate logic and operator, then input values
Step 4: Define Actions
Define what should happen when the criteria are met.
- Brand Mapping: Select the brand to map the campaign/product to
- Campaign Rules can also be applied to Campaign Tags, Campaign Types, Funnel Objectives
- Product Rules can also be applied to Product Groups
Step 5: Review & Activate Rule
- Review the rule logic
- Preview the matching campaigns/products that are expected to be mapped based on rules set
If everything looks correct, click Activate
Post-Activation Behavior
- The rule will automatically apply to:
- Existing unmapped data (if applicable)
- New incoming campaigns/products that meet the criteria