TIP:
If you have any questions or need assistance with implementing or updating Forms, Rulesets or Presentation Flows, please contact us at customersuccess@sportsdigita.com
Description:
This is the most commonly utilized set of Events. Depending on whether it makes more sense for your organization to start with a large subset of slides and remove the ones that aren’t applicable based on responses in a Form OR starting from nothing and adding slides based on those responses, you’ve come to the right place.
A few quick examples of use cases to add or remove slides:
Add Slides example: If you have different slides (or even different versions of the same slide) that cater to a specific industry, you would set up a Rule that adds those industry-specific slides based on which industry is selected in the Form.
In this scenario, you’d implement a Rule for each industry option as will be outlined in the screenshots below.
Remove Slides example: We have a client in the event space that has a collection of slides they always include for their introductory presentations. However, if the location of the venue falls in certain cities/states they will have a rule to remove their slide content for alcoholic beverages due to restrictions in those venues.
TIP:
All rules will be set to 'Prevent Duplicate Slides' by default. If you’d like to have the same slide included in a presentation more than once, simply uncheck that box at the bottom left hand corner.
Editing a Rule
(details below screenshot)
Name:
Best practice for the Industry example above would be to label the Rule as “INDUSTRY - Healthcare” so that you can easily identify the rule that will be adding the slides relevant for the Healthcare Industry in case you want to make any changes in the future. You could then have a Rule called “INDUSTRY - Healthcare”, “INDUSTRY - Manufacturing”, etc.
Fact Property:
Best practice would be to have your form completed prior to configuring your Ruleset so that the “Labels” (question, prompt, etc) from the Form can be included for easy selection due to the Context you set when creating the Ruleset.
Operator:
The function of the Operator is to compare the variable returned by the “Fact Property” (prompt, question, etc) to what is stored in the “Value” (answer, response, etc).
Equal: Variable matches the set Value exactly
Not Equal: Variable does not match the set Value exactly
Less Than: Variable is less than the set Value
Less Than or Equal: Variable is less than or equal to the set Value
Greater Than: Variable is greater than the set Value
Greater Than or Equal: Variable is greater than or equal to the set Value
String Starts With: Variable string starts with the set Value
String Ends With: Variable string ends with the set Value
String Contains: Variable string contains the set Value
String Does Not Contain: Variable string does not contain the set Value
Value:
If you set a Form as the Context for the Ruleset as mentioned above, you will simply select the Value from the dropdown that corresponds to the Operator you’ve chosen.
Event:
After selecting “Add Slides” you will be able to click the “+ Add Slides” button to display your entire Master Deck. You can scroll through chronologically, search by chapter, or start typing the slide title into the search bar (shown below)
TIP:
Be sure to click 'Add Rule' button in the bottom right hand corner of the Rule AS WELL AS clicking 'Save Changes' button in the bottom right hand corner of the Ruleset to ensure all changes are saved.
Important Ruleset Notes:
While the order of questions in a Form are irrelevant since all responses pass through at the same time, the order of Rules within your Ruleset are VERY relevant. The Rules are processed in chronological order, making it of the utmost importance that you put some thought into whether one Event needs to occur before another.
It’s also important to note that each Rule should be associated with a specific response to a question, rather than simply associating it with the question itself.
Please be aware that any events left incomplete will cause the entire flow to FAIL.
Last note that’s important to highlight is that you can NOT use multiple events in the same rule. Best practice would be to create two rules with the same configuration, each simply leveraging different events.
Example: If the Industry = Retail and you'd like to use that to add “Retail Slides” & “Retail Intro Video”
If you have any questions or need assistance with implementing or updating Forms, Rulesets or Presentation Flows, please contact us at customersuccess@sportsdigita.com