Rules are available in @frigade/react version 2.1.15 and above.

Rules are used to orchestrate groups of Flows. For example, Rules can determine the frequency and timing to show at most one announcement per day or to space out a series of in-app product upsells to avoid overwhelming users.

Rules Overview


Creating a Rule

To create a Rule, visit the Rules tab in the Frigade dashboard and click on the New Rule button. You will be prompted to enter a name for the Rule and a description. Once created, you can then add logic and Flows to the Rule.

Rules

Ordering Flows

When you add Flows to a Rule, you can specify the priority in which they should be shown by dragging and dropping them in the Rule editor. This is useful for prioritizing certain content type (e.g. onboarding > upsells > research) or sequences (welcome > getting started > go deeper).

Rules

Note: Rules do not guarantee Flows will be shown in that order.

Ordering Rules

Rules can also be ordered by drag and dropping them on the Rules tab. Because Flows can belong to multiple Rules, this priority informs the order in which Frigade processes each Rule.

Combining Rules and Targeting

As mentioned above, Rules can and should be combined with Flow targeting to ensure the right Flows are shown to the right users at the right time.

You can think of Rules as content pools. By casting the right net for each individual Flow with its own targeting, Rules can then personalize the product experience to each user with the highest priority eligible Flow.

Examples


Feature adoption

Let’s say we have a few different educational in-app sequences to encourage further feature adoption and that a user may be eligible for multiple sequences. For each sequence, we can use Flow targeting to define 1) the eligible audience (e.g. enterprise, free trial, etc.) and 2) the exact order of the sequence (e.g. Flow 1 is completed or dismissed to get Flow 2).

Now, if we have defined multiple parallel sequences, we can create a Rule to ensure that only a single Flow from any sequence can be shown within any desired time frame. This way we can ensure that users are not overwhelmed and are more likely to engage with the content.

Product communications (floating UI)

SaaS products often use dialogs and floating UI to communicate and collect important information. For example, an announcement or a survey. Oftentimes, product teams may accidentally show multiple competing experiences to the same user at the same time.

This can easily be avoided with Frigade. We can create a Rule called “Popups” and add all of our announcements and surveys to spread these experiences out. We can rank these Flows so that onboarding announcements take priority over product updates and user research, or whatever order makes the most sense for your product.

Product Upsells

Let’s say our product has a free trial experience and we want to nudge users toward upgrading to a paid plan. We can create a Rule called “Upsells” and add our entire catalog of upsell Flows to this Rule (announcements, cards, banners, etc.). We can then set a limit of one per day to ensure we’re not overwhelming users with too many upsell messages.

We can define audiences on each Flow to ensure that only users who are eligible for the upsell (e.g. are actively in a free trial) are shown the message. Once a user upgrades, the audience will prevent them from receiving any further promos in the sequence.