User Manual

Create a Rule

To create a Rule: 

  1. Go to Workflows > Rules

  2. Click + New 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 triggered for people and no segment is saved of those who qualified while it was paused.