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How to Create Personalized Content in an Activity Using Local Criteria

Implement customizable rules to dynamically display follow-up content and relent information based on user responses

Ryan Miller avatar
Written by Ryan Miller
Updated over 8 months ago

Table of contents:

  • Introduction

  • How to set it up

Introduction

Local criteria consist of customizable rules created by the user to determine whether a content block will appear in the activity based on the user's responses to specific questions. Local Criteria play an important role in enhancing user engagement and tailoring their experience. It allows for dynamic content presentation based on user choices, ensuring a more personalized interaction

Some example use cases:

  1. Multichoice/select.

    Implementing an "Other, please specify" option is a classic scenario for Local Criteria. When users select "Other," a specific content block prompting them to specify their choice is displayed.

  2. Other Content-based cases.

    This approach is not only limited to this but also when we want to set up a sequence of showing different versions of content/survey according to certain responses(score).


How to set it up

Step 1: Identify the content that needs to be triggered by certain criteria

Determine the content that should be conditionally displayed. For instance, if a user selects "Other," a "text-response" content block should become visible. This block is thus triggered by the Local Criteria set for the "Other" option.


Step 2: Create the conditional content block

In Creator. create a content block (Block B) that will be displayed when the specified criteria are met.

Ensure that the conditional content block is marked as 'Optional' otherwise, the local criteria rule won't work.


Step 3: Create a Local Criteria rule

Next, we will create the rule that will make the conditional content block visible when they answer a specific response to the question.

In Creator, navigate to the Content > Local Criteria tab and select “Create new criteria”.

Carefully configure the options:

  • Add the criteria name and the activity that you wish for this to work

  • Model type: QuestionResponse

  • Question: Select the survey question that the user must answer for the content block to be displayed.

  • Property filters: Choose the specific value that should be associated with criteria you are creating

Save changes and we will see the following page.

(There is no need to action anything here)

Now that we have created the local criteria rules, we can apply them to the necessary content blocks.


Step 4: Allocate the Local criteria into our content block

Navigate back to the previous content block you created.

Click "Add Criteria" and select the newly created Local Criteria. This will apply the rules to the content block, ensuring it is displayed only if the set criteria are met. (Ensure that the content block is set to Optional)

Save changes and we are all set! Review your content to see the results on your web or mobile app.

Note: You can apply the local criteria to other content blocks if you wish to use them for multiple pieces of content related to the user's response.

By following these steps, you've successfully implemented Local Criteria, ensuring that specific content is displayed based on user selections, thereby enriching the user experience with personalized interactions.

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