To add scope, do the following.

  1. Click +Add Scope to apply filters based on date range, event type, cluster, zone, and store. For example, if you select a store using the store scope, all the rules you create on that page will apply only to that particular store.
  2. Click the scope that you want to apply. You will see options to configure the selected scope. Refer to the following table to understand each scope. You can apply multiple scopes for an event and click Save.

To know the descriptions of each field, see the following table.
OPTIONDESCRIPTION

Date Range

Restricts the event to a specific duration. Set the duration in the Start Date and End Date boxes.


For example, if the Date Range is set from 01-01-2021 00:00:00 to 01-01-2022 23:59:59, then the rule event will run only during that period.

Stores

Restricts the event to the selected stores. 

  • Enable the toggle button to Include specific stores and select the stores for which the event should be applicable.[OR] 
  • Disable the toggle button to Exclude specific stores and select the stores that you want to exclude.



ZonesRestricts the event to the selected zones. 
  • Enable the toggle button to Include specific zones and select the zones for which the event should be applicable [OR] 
  • Disable the toggle button to Exclude specific zones and select the zones that you want to exclude.

Cluster

Restricts the event to the selected cluster. You can include or exclude a particular concept from the event.

  • To include a specific cluster, enable the toggle button and select the cluster name(s) and value(s) to include 
    [OR] 
  • To exclude a specific cluster, disable the toggle button and add the cluster name(s) and value(s) that you want to exclude.

Concepts

Restricts the event to the selected concepts. You can include or exclude a specific concept from the event.

  • To include a specific cluster, enable the toggle button and add the concept(s) that you want to include. 
  • To exclude a specific cluster, disable the toggle button and add the concept(s) that you want to exclude.

Loyalty TypeAllows targeting loyalty or non-loyalty customers. If no option is selected, then both loyalty and non-loyalty customers are targeted for the event.
You can issue only coupons to non-loyalty customers, whereas loyalty customers can get points, tiers, and coupons.Supported methods for rules: currentEvent.previousLoyaltyType, currentEvent.currentLoyaltyType
Event SourceLets you evaluate conditions for events triggered from a specific source(s)/account(s)  - InStore, WeChat, and Web Engage (mobile push). If no sources/accounts are selected, then the current rules will apply to all accounts.
Supported methods for rules: currentCustomer.isLoyal, currentCustomer.hasInstoreProfile, currentCustomer.hasWeChatProfile