Step 1
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In the Cisco Spaces dashboard, click Location Personas.
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Step 2
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In the Location Personas window that appears, click Create New Rule.
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Step 3
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In the Rule Name field, enter a name for the Location Personas/Profile rule.
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Step 4
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From the When a user is on WiFi and drop-down list, choose any of the following:
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Entering a Location: Choose this option if you want to tag the visitors with Wi-Fi connected, when they enter the location.
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Away from the Location: Choose this option if you want to tag the visitors with Wi-Fi connected and are away from the location for a specified time.
If you are selecting this option, from the For scroll list, choose the number of minutes a visitor needs to be away from the location for tagging based on the this rule.
Note
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The Exiting Location option is no more available. If you are editing an existing Location Personas rule with Exiting Location configured, the Choose User Activity drop-down list will appear without any selection. You must choose the required option from the Choose User Activity drop-down list to save the rule successfully.
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Even if a visitor is physically present in the location, but gets disconnected from the Wi-Fi for the minutes specified in
the For scroll list, the visitor will be considered for tagging for this rule.
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Present at Location: Choose this option if you want to tag the visitors who are connected to the Wi-Fi and are at present at the location for
a specified duration or at a particular time. If you choose this option, additional fields appear where you can mention the
duration or time that needs to be met by the visitor to get filtered.
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Step 5
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In the Locations area, specify the locations of which you want to filter the customers for the rule.
You can choose the entire customer name or single or multiple locations such as group, campus, building, floor, or zone. You
can add the locations of both CUWN and Cisco Meraki.
You can again filter the locations based on the metadata defined for the selected location or its parent or child locations.
You can either choose the locations with a particular metadata or exclude the locations with a particular metadata. For more
information on configuring the location for the profile rule, see the Location Filter for a Location Persons Rule
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Step 6
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In the Identify area, specify the type of customers that you want to filter for the rule.
Note
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You can filter the customers based on whether the customer is an opted in or not opted in user, the tags the customers belong
to, the number of visits made by the customer, and the status of the app in the customer’s device. You can apply all these
filters or any of them based on your requirement.
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To specify the customers whom you want to filter for the rule, perform the following steps:
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If you want to filter the customers by the Opt In Status, check the Filter by Opt-In Status check box, and choose whether you want to filter the opted in users or not opted in users for the rule.
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If you want to filter the customers based on the tags, check the Filter by Tags check box.
Note
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You can filter the customers by including or excluding existing tags. You can filter the tags in two different ways. Either
you can specify the existing tags of which you want to include the customers for the rule or the existing tags of which you
want to exclude the customers for the rule. You can choose the best filtering method based on your requirement. For example,
if you want to add the customers of all the existing tags expect one tag, it is easy to opt the exclude option, and mention
that particular tag of which you want to exclude the customers.
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For more information on using the tag filter, see the .
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If you want to filter the customers based on the number of visits made by the customer in the selected locations, check the
Filter by Previous Visits check box.
Click the Add Locations button. In the Choose Locations window, specify the locations of which the customer visit needs to consider for filtering. In the following fields, mention
the number of visits and duration required to be met by the customers to be filtered for the rule.
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If you want to filter the customers based on the customer’s app status, check the Filter by App Status check box, and choose whether you want to filter the app user or non app user for the rule.
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Step 7
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In the Schedule area, specify the period for which you want to apply the rule for filtering the customers.
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Only those customers who meet the preceding conditions during the period specified are filtered for the rule.
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Check the Set a date range for the rule check box, and in the fields that appear, specify the start date and end date for the period for which you want to apply
the profile rule.
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Check the Set a time range for the rule check box, and in the fields that appear, specify the time range for which you want to apply the profile rule.
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If you want the rule to be executed only on particular days, check the Filter by days of the week check box, and from the list of days that appears, click the days on which you want to apply the rule.
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Step 8
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In the Actions area, specify whether you want to create a new tag by including or excluding the customers filtered based on
the preceding conditions, or to include or exclude the filtered customers from an existing tag.
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Click the Add Tags button.
Note
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In the Choose Tags window, you can search for a tag using the Search option. The tags selected are displayed on the right side of the window.
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If you want to create a new tag with the rule, click the Create New Tag button. In the “Enter the tag name” field that appears, enter a name for the tag, and click Add. The newly created tag gets listed in the tag list. Choose whether you want to include or exclude the filtered customers
from the tag.
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Click Done..
Note
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Using a profile rule, you can create a tag by including or excluding the filtered customers, or you can modify an existing
tag by including or excluding the filtered customers, simultaneously. You can also create more than one tag for a rule.
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Note
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The summary of the rule is shown on the right side of the page.
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Step 9
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Click Save and Publish.
The rule gets published and listed in the Profile Rules page.
Note
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If you do not want to publish the rule now, you can click the Save button. You can publish the rule at any time later by
clicking the Save and Publish button. Also, you can publish the profile rule by clicking the Make Rule Live icon at the far right of the rule on the Location Personas window.
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