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The Initiative Screen allows you to set or edit the Initiative name and Description. This is also where you can control various access Control Group settings and assign Conversion rules to the an Initiative.

Finding the right Rule

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To narrow the selection further, filter by Target (Dev, Test or Prod) shows the target Target the Rule was saved in. This filter also includes All and Selected - Selected will only show Rules that have previously been assigned to this InititiaveInitiative. This is the default filter once a rule Rule has been assigned to an Initiative.

Finally, if you know the name of the Rule you need, simply type into the Search box and we will filter the Rules to only show those that match your search. The search honours the filters.

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  • Status - Current Status of the Rule

  • Rule Name - Allows you to identify the Rule

  • Version - Version number of the Rule

  • Rule Groups - The number in the grey circle indicates the number of Rule Groups the Rule is in. Clicking on the number displays the Rule Groups

  • Target - The Target the Rule Group is saved in

  • Last Modified -When the Rule was last modified

  • Selected - Allows the user to assign the Rule to the Initiative or highlights why it cannot be assigned. Normally because it has previously been assigned to another Initiative.

Settings

Covered under Conversions and Control Groups.

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