Targeting Rules

Targeting rules control who sees your messages. Define conditions based on contact properties, page context, and user behavior to show the right message to the right users.

How Targeting Works

When a user visits your app, Cueflow evaluates each published message's targeting rules:

1. Check contact properties (plan, role, signup date)

2. Check current page (URL, path)

3. Check event history (actions taken)

4. If all conditions match → show the message

No rules = show to everyone.

Rule Types

Contact Rules

Target based on user attributes:

• Plan or subscription level

• Role (admin, member, viewer)

• Signup date

• Custom attributes

Page Rules

Target based on where the user is:

• Page URL (full URL)

• Page path (path only, no domain)

Event Rules

Target based on user behavior:

• Has done / Has not done an action

• Event count (frequency)

• Event recency (when it happened)

Creating Rules

Add a Rule

1. Open your message editor

2. Go to the Targeting tab

3. Click Add Rule

4. Select rule type, field, operator, and value

Rule Components

Component	Description
Type	Contact, Page, or Event
Field	Which property to check
Operator	How to compare
Value	What to compare against

Combining Rules

AND Logic (Same Group)

Rules in the same group all must match:

Plan equals "free"
AND
Signed Up At is before 14 days ago

Both conditions must be true.

OR Logic (Different Groups)

Rules in different groups create alternatives:

Group 1: Plan equals "pro"
OR
Group 2: Plan equals "enterprise"

Either condition can be true.

Complex Combinations

Mix AND and OR for sophisticated targeting:

Group 1:
  Plan equals "free"
  AND Signed Up At is before 7 days ago

OR

Group 2:
  Plan equals "pro"
  AND Has not done "feature_x_used"

This shows the message to:

• Free users who signed up more than 7 days ago, OR

• Pro users who haven't used feature X

Operators Reference

Universal Operators

Operator	Description
Equals	Exact match
Not Equals	Does not match
Is Set	Has any value
Is Not Set	No value / empty

Text Operators

Operator	Description
Contains	Value appears anywhere
Not Contains	Value doesn't appear
Starts With	Value at the beginning
Ends With	Value at the end

Number Operators

Operator	Description
Greater Than	More than value
Less Than	Less than value
Between	Within a range

Date Operators

Operator	Description
Is Within	In the last X days
Is Before	More than X days ago

Event Operators

Operator	Description
Has Done	Event occurred at least once
Has Not Done	Event never occurred
Count Equals	Event occurred exactly X times
Count Greater Than	Event occurred more than X times
Count Less Than	Event occurred fewer than X times
First Done Within	First occurrence in last X days
Last Done Within	Most recent in last X days
First Done Before	First occurrence more than X days ago
Last Done Before	Most recent more than X days ago

Examples

New User Welcome

Show to users in their first day:

Contact Property → Signed Up At → Is Within → 1 day

Upgrade Prompt

Show to engaged free users:

Contact Property → Plan → Equals → "free"
AND
Contact Property → Signed Up At → Is Before → 14 days

Feature Announcement

Show to users who haven't tried the feature:

Event → feature_x_used → Has Not Done

Power User Recognition

Celebrate frequent users:

Event → project_created → Count Greater Than → 10

Page-Specific Banner

Show only on dashboard:

Page → Page Path → Equals → "/dashboard"

Re-engagement

Target inactive users:

Contact Property → Last Seen At → Is Before → 7 days

Role-Based

Show admin features:

Contact Property → Role → Equals → "admin"

Multiple Plans

Target premium users:

Group 1: Contact Property → Plan → Equals → "pro"
OR
Group 2: Contact Property → Plan → Equals → "enterprise"

Best Practices

Start Specific

• Begin with narrow targeting

• Expand based on results

• Avoid showing to everyone initially

Test First

• Target yourself to test

• Add: Contact Property → Email → Equals → "[email protected]"

• Remove when ready to launch

Don't Over-Target

• Too many rules can exclude everyone

• Check estimated audience size

• Use OR groups for broader reach

Keep It Simple

• Prefer fewer, clearer rules

• Complex logic is harder to debug

• Document your targeting strategy

Consider User Journey

• New users need different messages than veterans

• Match targeting to user lifecycle stage

• Use signup date as a key dimension

Troubleshooting

Message not appearing

1. Check message status is "Published"

2. Verify targeting rules match your test user

3. Check you haven't dismissed it previously

4. Verify page targeting if used

Showing to wrong users

1. Review rule logic (AND vs OR)

2. Check operator selection

3. Verify field values match exactly

4. Test with specific user data

Too broad or narrow

• Use "Is Set" to check if data exists

• Combine rules strategically

• Start narrow, then expand

Next Steps

• Contact Targeting - Target by user properties

• Page Targeting - Target by page context

• Event Targeting - Target by behavior