Display Rules

Access via: (Event) > Plan > Event Setup > Content Display > Display Rules

Jump to: ||  List  || Details  ||  Conditions  ||  Operators  ||  Action  || What are "Confirm Sections"? ||

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On the Display Rules page you can configure rules to determine when content blocks and/or selected "confirm sections" (described below), are displayed in an email.

When creating an email template (see Communication > Templates), or even when sending an email (see Registrations > (Attendee) > Email) you can select display rules in the same way that you do dynamic data fields. Indeed, you select them from the same list, appending them to the email body.

 Video:Creating a Display Rule

See also the Dynamic Emails Guide, an illustrated PDF guide.

Note: Display Rules you create here will also be available for use in two other places:

• On Confirmations. This enables you to display content on the form confirmation conditionally, based on registration attributes like Attendee Type and Registration Status.

• On Event Websites, provided the attendee has logged in to the site. Most dynamic data fields—and all confirm sections—apply to a registrant, so the rule must know which registrant's information to look at.

  • Example use: This enables you to display different website content to different attendee types. No need to create multiple websites. Just create your website content as content blocks and configure display rules to display the blocks conditionally based on registration attributes such as Attendee Type.

List of Display Rules

A list of all current display rules; this may be a multi-page list.

• Add New – Click to add a new display rule in the Display Rule Details section which opens.

•  – Click to edit an existing display rule in the Display Rule Details section which opens.

Display Rule Details

This section and Rule Conditions are displayed when you add or edit a display rule.

• Rule Name – The name of the rule must be unique in the event.

Rule Conditions

Setting up display rules here is like setting up Logic Rules in forms.

Select one of the two radio buttons.

• Always apply – The Rule Action will always be applied. No further Rule Conditions detail is required.

• Apply ONLY if these conditions are met – The Rule Action will only be applied if the condition(s) you specify evaluate to "True".
  The conditions begin with an IF. You select a question/data field, a comparison operator, and an answer value.

• • Question / Data Field –
    
    Select a question or field from the list.
    Those available depend on the modules enabled for the event.
    Fields available may include..

  • Comparison Operator –

The operator compares the contents of the data field with the option you enter in the Answer field to the right.
Operators include...

1. • Answer Value –

In this unlabeled field to the right of the comparison operator, enter or select the value to be compared.

The field is a text box for many fields, but a drop-down list for fields where the values have been set up in the event.

(This field is not displayed if the operator is "is blank" or "is not blank".)

1. • Conjunction –

If you want more than one condition, in this unlabeled drop-down list after the Answer Value, select one of the options:

and

or

)and(

)or(

Another set of fields is displayed for you to select a question / data field, select an operator, and specify the answer value.

You can then repeat this process as many times as necessary.

Rule Action

In the list of Available Sections on the left, select the Confirm Section(s) and Content Block(s) to be displayed in the email if the rule is met, and click ->> to move them into the list of Active Sections on the right.

If necessary, adjust the order of the Active Sections by clicking Top / Up, Down / Bottom.

To move sections out of the Active Sections list (back into Available Sections), select them ad  click <<-.

What are "Confirm Sections"?

A Confirm Section displays a summary of an attendee's registration for that particular section.

For example, if you select the Confirm Section: accommodation to be displayed along with a Content Block of accommodation-specific text, the details of that attendee's room reservations will be displayed inline in that section. This avoids having to display the entire registration confirmation at the bottom of the email.

Personal Agenda Section

A display rule that shows the Personal Agenda section adopts the Personal Agenda configuration settings (Forms>Agenda>Personal Agenda) of the event's primary form.