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Targeting rules allow you to control which users see a specific guide based on their attributes or behavior. This ensures guides are relevant and shown only to the intended audience. See Publishing Guides for how Targeting Rules fit into the overall guide availability process.

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How to Set Targeting

Configure guide targeting within the Pyne dashboard under the “Targeting” section for each guide. Targeting interface

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Choose Your Criteria

Select from various criteria types to define your target audience: Targeting criteria
  • The most commonly used setup for targeting is a combination of
    • sign-up date (to e.g. only target new users)
    • starting URL
  • User Traits: Target based on properties sent via pyne.identify (e.g., role, plan, createdAt).
Available Filters:
  • You can combine multiple filters (e.g., user attributes, URLs, Selectors) to precisely define your target audience. The easiest way to target is by URL conditions (no integration required).
  • Filters support various operators (equals, contains, greater than, before/after for dates, etc.).
Common Errors:
  • Date/Time properties use the ISO-8601 standard (e.g., 2024-02-20T14:28:11Z) - here errors can happen, for instance when accidentially confunding DD and MM.
  • Confirm whether you’ve selected the correct attribute. If you select the wrong of the two CreatedAt vs. Created_At, it might cause lots of headaches
  • If you’re using e.g. a “is one of” operator, just separate the entries with comata (e.g. 1,4,52,24) and without any spaces
Example: Targeting users aged 21 with accounts created before a specific date.

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Testing Targeting Rules

To verify your targeting rules work as expected:
  1. Enable Targeting: Ensure the ‘Targeting’ toggle is enabled for the guide.
  2. Add Test Rule: Set up a specific rule that matches a test user account (e.g., email equals test@example.com or companyName equals YourTestCompany).
  3. Save & Publish: Click Save, then Publish the guide (or Update Changes if already published). See Publishing Guides.
  4. Verify: Log in to your application as the test user who matches the criteria. The guide should automatically appear based on the targeting rules.

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Advanced: targeting via client-side events

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Overview

Guides can now be shown or hidden based on custom client-side events triggered during the session using the Pyne SDK. This allows you to control guide behavior based on real user actions—no backend integration needed.

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How to Emit an Event

Use the Pyne SDK method: 
pyne.trackEvent('event_name');
Examples: 
pyne.trackEvent('create_project_clicked');
pyne.trackEvent('dismissed_pricing_modal');
  • Events are client-only
  • They exist only for the current session
  • Not sent to pyne.ai servers

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How to Target with Events

In the Guide Targeting UI, add a condition like:
  • event triggered create_project_clicked
This will display the guide only if that event has been triggered during the user’s session. You can combine event conditions with others, such as:
  • company.createdAt is greater than 2024-12-10
  • Current URL ends with /workspace