Rules

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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.

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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).

Note: Rules do not guarantee Flows will be shown in that order. Flows may still be shown out of order if they are triggered out of order. Rules are used to resolve priorities specifically when multiple Flows are eligible to be shown at once.

If you need to ensure an exact order, you can combine Rules with Flow targeting to ensure users have completed another Flow first or any other criteria.

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Ordering Rules

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

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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 eligible content pools. By casting as wide a content net as possible, Frigade Rules can then personalize the product experience to each user with the highest priority eligible Flow.

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Examples

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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 tracks. 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 before they can see Flow 2).

Now, if we have defined multiple parallel sequences, we can create a Rule to ensure that only one given Flow from any sequence can be shown within an hour/day/week. This way, we can ensure that users are not overwhelmed with too much information and they are more likely to engage with the content.

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Product communications (floating UI)

SaaS products often use dialogs and floating UI to communicate and collect important information to users. For example, an announcement or 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 sense for your product.

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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 frequency cap of 1 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 so that once they upgrade they simply won’t be eligible for any other promos.