Choose the data record behind the message.

Which record decides which place, event, or row supplies the values a creative speaks. Say which records the campaign may use, choose how one is selected from them, and decide what listeners hear when none is left.

How sources appear

Which record presents the project's record source: a POI list, a sport feed, or a data collection. If the project has no record source, choose one here as an optional step. The editor then shows the rule for that source. A creative's use of record fields and the chosen source must agree before publishing.

Use Configure with AI to propose a complete rule and Test to evaluate the current draft for a listener. Review an AI proposal before applying it.

The page in order

1. Define your rulesStep 1. Which records the campaign may use, and which it may never use.
2. Computed fieldsOptional values worked out once and used by name.
3. Choose how to selectStep 2. How one record is chosen from those that pass.
4. When no record survivesWhat listeners hear when nothing passes.

Define your rules

Step 1 has two sections. Include keeps a record when it qualifies through any rule set. Exclude drops a record if it matches at least one exclusion rule.

1. Under Include, add a rule set and add its conditions. Conditions within a set work together; separate sets offer alternative ways to qualify.
2. Choose a field, a compatible operator, and a value when the operator requires one. The picker offers comparisons, lists, ranges, presence tests, and distance where supported.
3. Add rules under Exclude for records that must not be selected.
4. Use Show expression on a rule when you need to inspect its exact expression, then return to the field controls.

The field picker groups what a rule can read: the record's own fields and your columns, the listener, the request, your computed fields, and Distance to listener. Each field shows its label and its name, such as record.city or listener.weather. Where a field has a fixed list of values, the value picker offers them, so they cannot be mistyped.

The available fields and operators depend on the selected source and field type. Leave Include without a restrictive condition when all source records should be considered; use Exclude to remove disallowed records.

Computed fields

Use + Computed field to work a value out once and give it a name. Enter the name and the expression; the field can then be chosen wherever you would choose a column: in your rules, in your ranking, or in the next computed field. Most rules need none.

Choose how to select

Step 2 shows cards supported by the chosen source. A campaign uses one. The card controls the executable Pick: Best, First eligible, or Rotate all eligible. The nearest and soonest cards are ready-made rankings under Best.

Open Illustrative example under the cards to compare sample outcomes. This is an explanation, not a Test of your own data.

Best match

Choose + Add factor, pick a field and direction, and set a weight when combining factors. Customize ranking copies the Nearest or Soonest preset into Best match for editing. Best match needs a valid ranking; Show expression reveals its exact form.

Nearest location

1. Confirm that every place in the list has correct coordinates.
2. In Include, add a rule with Distance to listener and is within to set the farthest a place may be.
3. Choose the Nearest card.
4. Choose what plays under When no record survives.
5. Use Test to move the listener and check the selected place, including between two places.

Configure with AI

Describe what you want in plain words: which records to include or rule out, how to choose between the ones that pass, and what listeners hear when none does. The proposal lists the rules, computed fields, and selection settings together.

Rules for sport events

A sport feed also asks which event windows the campaign follows. Select the offered upcoming, live, or completed windows that fit the message. A match is evaluated in its current phase.

Keep status and time rules in step 1, for example to leave out postponed matches or results older than a day. The strategy only orders the matches that passed.

When no record survives

Choose what listeners hear when nothing passes your rules:

• Play a creative without a record — then explicitly choose an enabled creative that can play without a selected record or other required source. Create one in Creatives if none qualifies.
• Do not serve an ad — the request receives no ad.

Publish asks for this choice when it has not been made. In a Conditional campaign, the default creative chosen here must also be matched to a value or be the default in Which creative.

Test

Test opens Test selection: it shows which record your rules select for a listener you describe, and why.

• Request context holds four cards: Listener location, with the weather at the listener, Date & time, Device, and Request params. A card opens when your rules read what it holds.
• Each card starts from the actual value. Change it to try a what-if; the result is worked out again after every change.
• Result names the selected record and lists the candidates, each marked as selected, eligible, or excluded by one of your rules. When your rules read the listener's position, a map shows the listener's pin, which you can drag, a line to each place with the distance on it, and the range each place reaches.
• A place the listener stands inside the range of is in range; just outside it is near range, and the place is still kept, because a listener's location is approximate; farther is out of range. Set Position to Exact to judge the listener at the pin itself.

Rule QA checklist

• Include retains the intended candidates; Exclude removes records that must never play.
• Conditions within each rule set and the alternatives between sets match the intent.
• Every computed field in use is complete and valid.
• The strategy card matches the business goal, and Best match has a valid ranking.
• For sport events, selected windows agree with status and time rules.
• When no record survives has an explicit choice and, if needed, a record-free creative.
• Test selects an acceptable record for typical listeners and near boundaries.