Batch Update Filter | Relevic Helpdesk

Overview

The Batch Update Filter (Template) in Relevic allows you to efficiently apply personalization rules across multiple pages that share a similar URL structure. By defining a sample URL and specifying the dynamic segment (slug), you can scale your personalization efforts while maintaining precision. This filter is ideal for websites with product pages, blogs, or other dynamically generated content.

With the ability to upload a CSV file containing page-specific slugs, the Batch Update Filter ensures that your personalization campaigns are consistent and easy to manage.

How the Batch Update Filter Works

1. Defining a Template URL

Start by defining a sample URL that represents the common structure of the pages to be personalized.
Example Sample URL:
https://example.com/products/shoes
In this example, the static portion of the URL is /products/, while the slug (e.g., shoes) changes across pages.

2. Uploading a CSV File

To apply personalization rules to specific pages, upload a CSV list of slugs for those pages.
Steps:
1. Navigate to Configurations > Lists.
2. Click Upload CSV to upload the list of slugs or unique identifiers.
3. Use this list to automate personalization rules across all matching pages.
Example CSV Entries:
```
Copy codeshoes bags accessories hats
```

3. Setting Conditions

Define conditions to refine the application of personalization rules:
- Include/Exclude: Choose whether to include or exclude specific slugs.
- Dynamic Content: Use conditions like “included in” or “not included in” to tailor rules further.
Example:
A filter can include only slugs from the CSV list for “on-sale” categories.

4. Assigning the Filter to a Campaign

Once the sample URL, slugs, and conditions are set, link the Batch Update Filter (Template) to a campaign and assign the associated page variations.

Use Cases for the Batch Update Filter

1. Product Promotions

Scenario: Apply a banner to highlight promotions for specific product categories.
Example:
- Sample URL: https://example.com/products/[category_slug]
- CSV Slugs: shoes, bags, accessories
- Condition: Include only slugs from the “promotions” list.
- Result: Display a banner like “20% Off on All Accessories” on relevant product pages.

2. Blog Personalization

Scenario: Add banners or recommendations to specific blog posts.
Example:
- Sample URL: https://example.com/blog/[post_slug]
- CSV Slugs: marketing-tips, holiday-ideas, trending-products
- Condition: Exclude holiday-ideas.
- Result: Highlight tailored resources or promotions relevant to the blog’s topic.

3. Category-Specific Campaigns

Scenario: Launch a category-wide sale for select products.
Example:
- Sample URL: https://example.com/products/[category_slug]
- CSV Slugs: electronics, furniture, appliances
- Condition: Include electronics and furniture.
- Result: Show a dynamic banner, “Save Up to 40% on Electronics & Furniture!”

4. Exclude Specific Pages

Scenario: Exclude discontinued product pages from a sale banner.
Example:
- Sample URL: https://example.com/products/[product_slug]
- CSV Slugs: List of active product slugs.
- Condition: Exclude slugs not in the CSV list.
- Result: Ensure promotions are displayed only on active, in-stock products.

How to Set Up the Batch Update Filter in Relevic

Access the Campaign Canvas:
- Navigate to Campaigns and click Create New Campaign.
Select the Batch Update Filter:
- From the Filters menu, choose the Batch Update Filter (Template).
Define the Template URL:
- Enter the sample URL that reflects the structure of the pages.
Upload the CSV List:
- Go to Configurations > Lists, upload the CSV file containing slugs, and connect it to the Batch Update Filter.
Set Conditions:
- Define inclusion or exclusion rules based on the uploaded list.
Create Page Variations:
- Use Relevic’s editor to design personalized variations and link them to the filter.
Publish the Campaign:
- Activate the campaign to deliver tailored experiences to all matching pages.

Best Practices for the Batch Update Filter

Maintain a Clean CSV List: Ensure your slug data is up-to-date and organized to avoid targeting errors.
Test Before Launch: Test the filter on a small batch of pages to confirm accuracy.
Combine with Other Filters: Enhance precision by combining the Batch Update Filter with audience-specific filters like location or UTM parameters.
Regularly Monitor Campaigns: Use Relevic’s analytics to track performance and refine conditions as needed.

Conclusion

The Batch Update Filter (Template) empowers you to manage personalization campaigns across dynamic page structures with ease. By automating rules for multiple pages and using CSV lists to define slugs, you can scale your personalization efforts efficiently. Whether you’re running product promotions or tailoring blog content, the Batch Update Filter ensures consistency and precision in your campaigns.