Add Business rules by clicking the icon on the right-hand side of the system header bar to navigate to the Control Panel. Click the 'Business Rules' option from the Admin section on the right-hand side of the page. Then click the Add Rule button in the top right corner
click the one-time use Create One hyperlink below the cog icon on the centre of the page. This option will not be available after the 1st rule is added.
Either option will allows users to set a rule defining when the system should trigger an action.
Note: The Business Rules feature must be enabled to add a rule or automation. Click here to read how to activate Business Rules.
The Create rule form is shown below:
Start by defining a name for the rule and thereafter completing the given fields.
> Rule Name - Define Rule Name.
> Description - Description to help understand the purpose of the rule.
> Primary Module - Define which module the trigger is associated with.
> Event - Define when the rule triggers.
> Conditions - Define the different conditions around when a rule triggers. ie: Using the above example where a rule triggers when a Contact is created, a condition defines the restriction that the rule should only trigger when an email exists against the newly created Contact. At least one Condition must exist within a Business Rule. There is no limit to how many conditions can be applied.
To Add Conditions Click on the + icon to the right of conditions > Define the fields as desired to determine when the rule triggers.
> Actions - Define the action of the rule. i.e. Continuing the example above, if a new Contact is added with an email address, schedule a follow up Communication against the Contact. This can be used to follow up with Contacts who attended an event, to follow up with Customers who signed up to a new subscription service and you want to see how their experience has been so far, or when a new Contact is created after a new sale comes in automatically from an ecommerce site.
Click on the + icon to add the Action. Once the Action is applied the + icon will turn into a cancel icon to notify that only one Action can be applied per Rule.
When clicked on the + icon opens a popup modal to define the type of action.
Once the type is defined (i.e. Scheduled Communication > Next), a Communications modal opens to define the specific action.
Similar to adding a Communication against a profile page, define the Title (Subject) > type of Communication > Define From and To Contacts.
Note: Click the + icon next to the To Contacts box and make sure that the Dynamic value = Primary Contact is ticked then click Save.
This will activate the rule against the newly created Contact which meets the above conditions.
Start determines when the Communication task should be scheduled. Using the examples above, this would be a week after trialing the software, as soon as an order is submitted, or a week after the order is submitted. A reminder can be set to trigger an email reminder to the user the Communication is scheduled against. This could be set to an "X" number of hours or days.
Click Next to confirm and complete creating the Action.
This will close the add modal. Click Save to complete creating the Business Rule. The automation is now set up and will start working immediately!