Targeting Rules

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What are Targeting Rules?

• Implement Granular Pricing Strategies: Based on customer behavior, demographics, or geographic location.
• Maximize Customer Lifetime Value (LTV): By optimizing pricing for different segments.
• Enhance Pricing Table Effectiveness: By showing more relevant plans and pricing, increasing conversion rates.

• Any audience: A default or catch-all segment.
• Country: Target users based on their geographical location.
• PPP group: Group countries by Purchasing Power Parity to offer regionally appropriate pricing.
• Platform / OS: Target based on the operating system (e.g., iOS, Android, Windows, macOS). (Coming soon)
• Browser: Target based on the web browser being used (e.g., Chrome, Safari, Firefox). (Coming soon)

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Creating and Defining Targeting Rules

1. From the main sidebar navigation, go to Monetization > Targeting Rules.
2. On the “Targeting Rules” page, click the ”+ Create rule” button, located in the top-left corner.
   

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Step 1: Rule Information

• Rule Name: Click into the rule name field and enter a clear, descriptive name. This name is for your internal reference.
  • Example: “PPP Discount - Tier 3 Countries,” “EU Early Adopter Offer,” “USA - Standard Pricing.”
  
• Select Product(s): Click the dropdown field to choose one or more products from your catalog to which this rule’s pricing adjustments will apply. You can search by product name or ID.
  

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Step 2: Setting Conditions

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Condition Logic: “If the customer matches…”

1. Click on the “If the customer matches *” to begin defining your first condition.
2. Select Condition Type: Choose an attribute from the dropdown menu.
   • Any audience: A broad condition for setting a default rule that applies if no other more specific rule matches a user.
   • Country: Target users based on their geographic location, detected via IP address.
   • PPP group: Target users based on the Purchasing Power Parity of their country.
   • Platform / OS: (Coming soon)
   • Browser: (Coming soon)
   
3. Select Operator: Choose how the condition should evaluate the selected attribute:
   • is any of: The rule applies if the customer’s attribute matches at least one of the values you specify. For example, if “Country is any of [India, Brazil, Nigeria],” the rule applies if the user is in India OR Brazil OR Nigeria.
   • is not any of: The rule applies if the customer’s attribute does not match any of the values you specify. For example, if “Country is not any of [USA, Canada],” the rule applies if the user is in any country except the USA or Canada.
   
4. Select Value(s): Based on the condition type and operator, select the specific values.
   • If you selected “Country,” a multi-select dropdown appears where you can search for and choose specific countries.
   
   • If you selected “PPP group,” select from predefined PPP groups in the dropdown.
   

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PPP Groups

• What they are: Countries are categorized into groups (tiers) based on their relative purchasing power compared to a benchmark (often the US Dollar). A lower PPP index signifies that the local currency has less purchasing power.
• Example Groups (Illustrative - groups in ParityDeals are predefined):
  • High PPP (e.g., Index 0.7-1.0+): Includes countries like the USA, Switzerland, Norway, Western European nations, Canada, Australia. (These countries usually receive standard/baseline pricing).
  • Mid PPP (e.g., Index 0.4-0.69): May include countries in Southern/Eastern Europe, parts of Latin America, and some Southeast Asian nations. (These countries may receive a moderate discount).
  • Low PPP / Frontier Markets (e.g., Index 0.2-0.39): Could include countries like India, Pakistan, Nigeria, Bangladesh, and many nations in Africa and other parts of LATAM/SE Asia. (These countries may receive a significant discount).
• Benefits for SaaS Companies using PPP-based pricing:
  • Increased Global Market Penetration: Access and convert users in developing economies.
  • Improved Affordability & Higher Adoption Rates: A lower price barrier leads to more sign-ups and usage.
  • Enhanced Competitive Advantage: Offer fairer, more attractive pricing than competitors who use a single global price.
  • Ethical and Customer-Centric Pricing: Align the value delivered with local economic realities.

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Defining Price Adjustments

1. From the “Then” section of the condition block, choose either “Increase price by” or “Decrease price by” from the dropdown menu.
   
2. Enter the percentage value for the adjustment (e.g., 20 for a 20% change) in the adjacent input field.
   

• When to use “Decrease price by”:
  • PPP Adjustments: To make products more affordable in lower PPP regions.
  • Promotional Pricing: To target specific new markets or regions with introductory discounts.
  • Segment-Specific Offers: To provide discounts for defined user groups (e.g., educational, non-profit, based on custom attributes if supported).
  • Benefit: Increases accessibility, drives adoption in price-sensitive markets, and can boost sales volume.
• When to use “Increase price by”:
  • Premium Segments: If you identify user segments with a higher willingness to pay.
  • Value-Based Pricing: For regions where your product offers exceptionally high value or has few local competitors.
  • Cost Adjustments: To account for higher operational costs or specific taxes in certain regions if not handled separately.
  • Benefit: Optimizes revenue in markets where higher prices are sustainable.

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Combining Multiple Conditions

• AND Logic: To add more criteria that must all be met for the rule to apply, click the ”+ AND” button within the same condition block. Each new condition added this way narrows the target segment.
  • Example: “If customer is in PPP Group: Low PPP AND Country is any of [India]”.
  
  • Precedence with AND: When building complex rules with multiple AND conditions that might appear to overlap (e.g., a country is in a selected PPP group, AND that same country is also specifically targeted with a different adjustment), rules are evaluated based on their defined order or specificity. It is highly recommended to test complex rule interactions thoroughly to confirm the exact behavior and ensure they produce the desired outcome before activating them for live offerings.
  
• OR Logic: To apply the same price adjustment to several distinct customer segments, click the ”+ Add condition group (OR)” button. This creates a new, independent block of conditions. The rule will apply if a customer matches all conditions in Group 1 OR all conditions in Group 2, etc.
  • Example: “(If Country is any of [USA, Canada]) OR (If Country is any of [UK, Germany] AND Browser is any of [Chrome])”.
  
  The evaluation of combined AND/OR conditions follows a structured logic. The diagram below illustrates a simplified flow where a rule applies if either “Condition Group 1” (which itself might contain multiple AND conditions) OR “Condition Group 2” is met:

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A/B Testing with Variants (Coming soon)

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Step 3: Creating the Rule

1. After you have carefully defined your rule name, selected the product(s), and set all conditions and price adjustments, click the “Create rule” button, located at the bottom of the page. [Image: The bottom of the Targeting Rule creation page with the “Create rule” button clearly highlighted.]
   

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Linking Targeting Rules to Offerings

1. In the “Create offering” (or “Edit offering”) modal:
   • Pricing Table Linking (Optional): An option exists to “Skip if you don’t want to link a pricing table to this offering.” If your Offering’s purpose is only to apply rule-based price adjustments without using the pricing table, you can skip this.
   • If you select a pricing table you will only be able to select a Targeting Rule that is associated with that pricing table.
   • Assign to Targeting Rule: Ensure “Targeting Rule” is selected as the assignment type.
   • Select Targeting Rule: The dropdown will automatically have your newly created rule selected. If you are editing an existing offering or creating a new one independently, choose the desired rule from this list.
2. Click “Create” (or “Update”) on the Offering modal.

• Offering ID: This ID is essential. Copy this ID and paste it into your application’s code where you initialize the ParityDeals SDK or render the pricing table component. This Offering ID instructs your application to apply the dynamic pricing and pricing table configuration determined by the linked Targeting Rule.
  

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Managing Targeting Rules and Offerings Post-Creation

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Editing Targeting Rule Names

1. Navigate to Monetization > Targeting Rules.
2. Locate the rule you wish to rename in the list.
3. Click the three-dot menu icon on that rule’s row and select “Edit”.
   
4. Modify the name in the input field and save your changes.

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Editing Offerings to Change Targeting Rules or Pricing Tables

1. Navigate to Monetization > Offerings.
2. Find the Offering you wish to modify in the list.
3. Click “Edit” icon.
   
4. In the “Edit offering” modal, you can:
   • Select a different Targeting Rule from the dropdown to change the pricing logic applied.
   • Select a different Pricing Table from the dropdown to change the visual presentation.
   
5. Click “Update”. The Offering ID embedded in your code remains unchanged, but it now serves the new configuration (new rule and/or new pricing table) to your users.