Attribute on which the rule should be defined

The first section of this interface will give you details about the nature of the selected attribute, such as its type and whether it is multi-valued.

Attribute value

The 'Attribute value' section lets you define the updated value of the attribute.

• Answer to the question: You can associate a question from the form to the attribute, whose value will therefore become the answer to this question. This is the default principle.

• Constant value: It possible to add a constant value. It is possible to create more complex enrichment by combining constant values with trigger conditions, which will be explained in the next section.

• Advanced expression: You can also code the value yourself.

No value and Existing values

The last section will vary depending on whether the enriched attribute is simple or multi-value.

• If it is a simple value attribute, the section will be called 'No value'.

• If the attribute is multi-value, the section will be called 'Existing values'.

No value

This section will be used to decide the course of action if the defining question yields no value.

You can either:

• Keep current attribute value: If the question is intended only for updates (for example, the current e-mail address should not be deleted if 'new e-mail address' is intentionally left empty.)

• Delete current attribute value: If the nature of the question is such that leaving it empty means the attribute value is no longer relevant. For example, if your form is used to notify an address modification, the new address might not include a postal box, so this field might be left empty intentionally. The former value of the attribute 'addressBox' must therefore be deleted, not kept.

Existing value

This section will be used to define the effect of the enrichment rule if there are existing values for this profile attribute.

You can either :

• Add answers to the existing values: This option allows you to add answers without affecting the existing values of the attribute.

• Override existing values with the answers: This option allows you to replace all existing values by the new answers. If a previously existing value is not selected during this participation, it will be deleted.

• Override only existing values that match possible responses: During the definition of the question, it is possible not to include all possible values of the attribute (for instance, you may want to give your profiles the possibility to subscribe to the subscriptions 'Newsletter1' or 'Newsletter2', but without involving other existing subscriptions in your database). This last option will allow you to replace existing values by the new answers, but only for values predefined as possible answers. You will therefore not risk erasing values that you deliberately excluded from the question.

Subscriptions count as multi-values attributes. In their case, choosing the appropriate rule is necessary to avoid subscribing profiles that unsubscribed again, or the other way round. You should therefore always choose one of the two override values options, depending on whether all subscriptions are involved or not.

'Never override existing values?': Check this box if you only want your profiles to be able to update incomplete information in their profile file, but not to modify existing data about them already stored in ACTITO.

Edit the value of an attribute

After you finished 'defining the value of a attribute', or if you did not go through this stage because you went through the 'question selection' pop-up, it is still possible to edit the value of an attribute and its parameters, as explained above.

To do so, click on the 'pen' icon next to the attribute name.

Guard condition

Depending on your form, there are up to 5 options available to trigger database enrichment:

• The participation to the form is complete: This is the default option. In this case, the profile must reach the end of all pages to trigger enrichment.

• A specific page is submitted: If your form has multiple pages, you can choose to update the attribute even if the contact does not proceed to the end of the form.

• All the following conditions are satisfied: This allows you to target a question, by triggering enrichment only if the answer is known or if a specific answer is given. You can set up several conditions. Enrichment will be triggered if all conditions are fulfilled.

• One of the following conditions is satisfied: This allows you to target a question, by triggering enrichment only if the answer is known or if a specific answer is given. You can set up several conditions. Enrichment will be triggered as soon as one condition is fulfilled.

• The following expression holds: This option allows you to code your condition.

Database enrichment mode

In the same frame as the trigger condition, you have the possibility to check the database enrichment mode and to modify it in some cases.

• Update only: This lets you update the participant's profile. Choose this option if you do not want your form to create new profiles.

• Creation only: This lets you create a new profile in the participant DB, such as for a new user registration form. In this mode, it is necessary to have a rule for each mandatory attribute.

• Mixed: Use this option to update existing participant profiles and create a new profile if the participant is unknown. In this mode, it is advised to include a rule related to a unique (key) attribute, in order to ensure the identification of existing profiles. Otherwise, ACTITO would only create new profiles.

If multiple participations are not allowed in your form, only the 'update only' mode can be used.