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Overview

Create a Rule

To create a Rule: 

  1. Go to Automation > Rules

  2. Click + New Basic Rule

  3. Give the rule a name

  4. Click Save

Once you’ve created a Rule, there are two steps to set it up. 

  • Step 1: What should trigger this rule? The event, that when fired,  triggers the rule. 

  • Step 2: What actions should we perform? The actions performed when someone triggers the Rule. 

Activate a Rule

Once the trigger and actions have been set up, activate the Rule. 

To activate a Rule:

  1. Click Draft next to the Rule's name

  2. Click Activate

Rules are forward facing from activation and do not trigger based on a person's past events activity. When paused, a rule is no longer triggers for people and no segment is save of those who qualified while it was paused. 

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