The personalization conditions
This topic lists the personalization conditions that are available in Sitecore Experience Platform (XP) and in Sitecore Experience Manager (XM).
In a fully configured Sitecore XP installation, you can use all the personalization conditions in the Rule Set Editor and you can implement historic and in-session personalization.
However, in a Sitecore XM or XP installation, the personalization conditions that you can use are different depending on how you installed Sitecore:
-
If you used the Sitecore XP topology packages (XP Scaled or XP Single) to install Sitecore XP and then configured it to run in CMS-only mode, some of the personalization conditions are available and you can implement in-session personalization.
-
If you used the Sitecore XM Scaled topology packages to install Sitecore XM, a smaller set of personalization conditions are available as part of in-session personalization.
If you install Commerce Connect, additional personalization conditions for Commerce Connect are installed.
In the Rule Set Editor, the personalization conditions are organized by category. The categories are:
You can use all of the rules in the following tables in XP. The conditions that you can use in XM are marked as compatible (Yes) or not supported (No).
Predefined Rules
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where predefined rule is true |
Yes |
Yes |
Yes |
Campaign
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
When current interaction's campaign's custom facet field is classified under the specified custom group |
No |
Yes - only supports in-session personalization |
Yes |
Channel
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
When the current interaction is on the specified channel |
No |
Yes |
Yes |
When the current interaction is on a channel in the specified channel group |
No |
Yes |
Yes |
When the current interaction is on a channel in the specified channel type |
No |
Yes |
Yes |
Date
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
When the date has passed |
Yes |
Yes |
Yes |
When the current day of the month compares to number |
Yes |
Yes |
Yes |
When the current day is day of the week |
Yes |
Yes |
Yes |
When the current month is month |
Yes |
Yes |
Yes |
Device
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the device browser compares to specific value |
Yes |
Yes |
Yes |
Where browser supports HTML 5 audio |
Yes |
Yes |
Yes |
Where browser supports HTML 5 video |
Yes |
Yes |
Yes |
Where browser supports JavaScript |
Yes |
Yes |
Yes |
Where the device is bot |
Yes |
Yes |
Yes |
Where the device hardware model compares to specific value |
Yes |
Yes |
Yes |
Where the device property compares to specific value |
Yes |
Yes |
Yes |
Where the device operating system compares to specific value |
Yes |
Yes |
Yes |
Where the device operating system vendor compares to specific value |
Yes |
Yes |
Yes |
Where the device supports touch screen |
Yes |
Yes |
Yes |
Where device type is one of the list |
Yes |
Yes |
Yes |
Where the device vendor compares to specific value |
Yes |
Yes |
Yes |
Where the hardware screen height compares to number |
Yes |
Yes |
Yes |
Where the hardware screen width compares to number |
Yes |
Yes |
Yes |
Fields
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the specific field compares to specific value |
Yes |
Yes |
Yes |
Where the specific field is empty |
Yes |
Yes |
Yes |
Where the item contains a field type that compares to specific |
Yes |
Yes |
Yes |
IP Geolocation
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the area code compares to specific value |
No |
Yes |
Yes |
Where the business name compares to specific value |
No |
Yes |
Yes |
Where the city compares to specific city |
No |
Yes |
Yes |
Where the country compares to specific countries |
No |
Yes |
Yes |
Where the DNS address compares to specific value |
No |
Yes |
Yes |
Where the IP address compares to specific value |
No |
Yes |
Yes |
Where the ISP name compares to specific value |
No |
Yes |
Yes |
Where the latitude compares to specific value |
No |
Yes |
Yes |
Where the longitude compares to specific value |
No |
Yes |
Yes |
Where the metro code compares to specific value |
No |
Yes |
Yes |
Where the postal code compares to specific value |
No |
Yes |
Yes |
Where the region compares to specific value |
No |
Yes |
Yes |
Item hierarchy
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the item is the specific item or one of its ancestors |
Yes |
Yes |
Yes |
Where the item is the specific item or one of its descendants |
Yes |
Yes |
Yes |
Where the level of the item compares to number |
Yes |
Yes |
Yes |
Where the item path compares to path |
Yes |
Yes |
Yes |
Where the parent name compares to value |
Yes |
Yes |
Yes |
Where the parent template is specific template |
Yes |
Yes |
Yes |
Item information
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the item ID compares to value |
Yes |
Yes |
Yes |
Where the item name compares to value |
Yes |
Yes |
Yes |
Where the item template is specific template |
Yes |
Yes |
Yes |
Item version
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the item language compares to value |
Yes |
Yes |
Yes |
Marketing Automation
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the contact has previously been in the specific Automation campaign and exited between start date and end date |
No |
No |
Yes |
Where the contact is currently in the specific Automation campaign |
No |
No |
Yes |
Where the contact is currently enrolled and waiting in the specific activity of the specific Automation campaign |
No |
No |
Yes |
Security
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the current user is anonymous |
Yes |
Yes |
Yes |
Where the current user domain name compares to value |
Yes |
Yes |
Yes |
Where the user profile includes a valid email address |
Yes |
Yes |
Yes |
Where the current user name compares to value |
Yes |
Yes |
Yes |
Where the specific field in the user profile compares to value |
Yes |
Yes |
Yes |
Where the specific field in the user profile is not empty |
Yes |
Yes |
Yes |
Where the value in the specific numeric field in the user profile compares to number |
Yes |
Yes |
Yes |
Where the current user is a member of the specific role |
Yes |
Yes |
Yes |
Sitecore query
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the result of the expression query exists |
Yes |
Yes |
Yes |
System
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where calling the specific script returns true |
Yes |
Yes |
Yes |
Where a condition in the specific rule is true |
Yes |
Yes |
Yes |
When the Content Search feature is enabled |
Yes |
Yes |
Yes |
Where the current domain name compares to value |
Yes |
Yes |
Yes |
When the Item Buckets feature is enabled |
Yes |
Yes |
Yes |
Where true (actions always execute) |
Yes |
Yes |
Yes |
Tracking
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Tracking is enabled |
No |
Yes |
Yes |
Venue
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
When the current interaction is at the specified venue |
No |
Yes |
Yes |
When the current interaction is at a venue in the specified venue group |
No |
Yes |
Yes |
When the current interaction is at a venue in the specified venue type |
No |
Yes |
Yes |
Visit
Conditions in the Visit group are based on data from both the current and past visits. The default maximum time span covered by the contact profile is 30 days. For conditions that take into account only the historical behavior of the visitor, see the Visitor group.
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where at least one of the campaigns in list was triggered during the current visit |
No |
Yes |
Yes |
Where the specific campaign was triggered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where a past or current interaction is on the specific Channel and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where the number of engagement value points compares to number |
No |
Yes |
Yes |
Where the specific goal was triggered during the current visit |
No |
Yes |
Yes |
Where the specific goal was triggered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where the specific goal was triggered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number and the custom data compares to value |
No |
No |
Yes |
Where the current visit matches the specific pattern card in the specific profile |
No |
Yes |
Yes |
Where the specific outcome was registered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where the specific page event was triggered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where the specific page event was triggered during a past or current interaction and when the number of elapsed days compares to number and when the past number of interactions compares to number and the custom data compares to value |
No |
No |
Yes |
Where the page index compares to number |
No |
Yes |
Yes |
Where the specific page has been visited during the current visit |
No |
Yes |
Yes |
Where the value of the specific profile key in the interaction profile compares to specific value |
No |
Yes |
Yes |
Where the search keywords compares to specific value |
No |
Yes |
Yes |
Where a past or current interaction is on the specific venue and when the number of elapsed days compares to number and when the past number of interactions compares to number |
No |
No |
Yes |
Where the Visit started at one of pages in list |
No |
Yes |
Yes |
Where the start date compares to date |
No |
Yes |
Yes |
Where the referrer compares to specific value |
No |
Yes |
Yes |
Visitor
Conditions in the Visitor group are based on historical data accumulated in the contact's profile, which can include data from multiple visits. For conditions that look at the visitor's behavior in the current visit also, see the Visit group.
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
Where the number of the contact's current engagement value points compares to number |
No |
No |
Yes |
When the current contact is in the specified contact list |
No |
No |
Yes |
Where the visit no. compares to number |
No |
No |
Yes |
Where the specific tag of the visitor is not empty |
No |
No |
Yes |
Where the current contact matches at least one of the profile pattern card in list |
No |
No |
Yes |
Where the value of the specific profile key in the contact behavior profile compares to specific value |
No |
No |
Yes |
Where the value in the specific numeric field in the user profile compares to number |
No |
No |
Yes |
Where the visitor identification compares to specific value |
No |
No |
Yes |
Where the specific tag of the visitor compares to value |
No |
No |
Yes |
xDB
Condition |
XM Installed with the Sitecore XM topology packages |
XP Sitecore XP configured to run in CMS-only mode |
XP |
---|---|---|---|
xDB is enabled |
No |
Yes |
Yes |