{"id":24081,"date":"2024-06-12T13:29:59","date_gmt":"2024-06-12T11:29:59","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/sales\/sales-settings\/targeting-rules\/"},"modified":"2024-06-12T13:30:01","modified_gmt":"2024-06-12T11:30:01","slug":"targeting-rules","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/sales-settings\/targeting-rules\/","title":{"rendered":"Targeting Rules"},"content":{"rendered":"\n<p>Interface for managing target rules. It consists of <strong>Header (1)<\/strong>, <strong>Filter (2)<\/strong>, <strong>Targets (3)<\/strong> and <strong>Work Panel (4)<\/strong>:  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"868\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/targeti-pravila.jpg\" alt=\"\" class=\"wp-image-20548\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/targeti-pravila.jpg 1919w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/targeti-pravila-768x347.jpg 768w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/targeti-pravila-1536x695.jpg 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Header (1)<\/h3>\n\n<p>In the Header, you see an <span class=\"btn icon-plus-circled\">Add<\/span> button that opens an<a href=\"https:\/\/docs.prim.io\/bg\/?page_id=3087\" data-type=\"URL\" data-id=\"https:\/\/docs.prim.io\/bg\/?page_id=3087\"> interface for<\/a> you<a href=\"https:\/\/docs.prim.io\/bg\/?page_id=3087\" data-type=\"URL\" data-id=\"https:\/\/docs.prim.io\/bg\/?page_id=3087\"> to add a new target<\/a>.  <\/p>\n\n<h3 class=\"wp-block-heading\">Filter (2)<\/h3>\n\n<p>In the Filter, you can select a specific targeting reference to view. The search button starts filtering, and X clears the filter.<\/p>\n\n<h3 class=\"wp-block-heading\">Targets (3)  <\/h3>\n\n<p>Targets based on the specified criteria appear in the list. Next to the name of each target in the list, you see the <a class=\" icon-info\"><\/a> button , which opens the target in the work pane.  <\/p>\n\n<h3 class=\"wp-block-heading\">Working panel (4)<\/h3>\n\n<p>In the panel you can perform the following actions on targets and rules:<\/p>\n\n<ul><li><a class=\" icon-edit\"><\/a>&#8211; edit target;<\/li><li><a class=\"icon-docs-1\"><\/a>&#8211; copy the target, but with a different name;<\/li><li><a class=\" icon-stop\"><\/a>\/<a class=\" icon-play\"><\/a>&#8211; enable\/disable the use of the target;<\/li><li><a class=\" icon-trash\"><\/a>&#8211; delete target;<\/li><li><a class=\" icon-edit\"><\/a>  per rule &#8211; edit the rule you set as the target.<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Interface for managing target rules. It consists of Header (1), Filter (2), Targets (3) and Work Panel (4): Header (1) In the Header, you see an Add button that opens an interface for you to add a new target. Filter (2) In the Filter, you can select a specific targeting reference to view. The search [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23625,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Targeting Rules - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/sales-settings\/targeting-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Targeting Rules - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for managing target rules. 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