Work with rule sets rule-sets
Get started with rule sets gs
What are rule sets? what
Rule sets allow you to group together multiple rules into rule sets and apply them to the journeys and campaigns of your choice. This provides improved granularity to limit how often and how many journeys a customer can enter within a certain time frame or control how often users will receive a message depending on the type of communication.
You can create two types of rule sets:
- Channel rule sets apply capping rules to communication channels. For example, do not send more than 1 email or SMS communication per day.
- Journey rule sets apply entry and concurrency capping rules to a journey. For example, do not enter profiles into more than one journey simultaneously.
鉃★笍 Discover this feature in video
Permissions permissions-frequency-rules
To work with business rules, you need the following permissions:
- View Frequency Rules: Access and view business rules.
- Manage Frequency Rules: Create, edit or delete business rules.
Learn more about permissions in this section.
Global & custom rule sets global-custom
When accessing rule sets for the first time from the Administration > Business rules menu, a default rule set is pre-created and active: Global Default Rule Set.
This rule set contains global rules that you can apply to control how often users receive messages across one or multiple channels. All the rules defined in this rule set apply to all selected channels, whether communications are sent from a journey or a campaign.
In addition to this 鈥淕lobal Default Rule Set鈥 rule set, you can create rule sets that you can apply to any journey or campaign to apply specific capping rules. Learn how to create custom rule sets
Create and activate rule sets Create
To create a rule set, follow the steps below.
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Access the Rules sets list, then click Create rule set.
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Define a unique name for the rule set and add a description.
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Select the rule set鈥檚 domain and click Save.
- Channel domain: apply capping rules for communication channels.
- Journey domain: apply entry and concurrency capping rules to a journey.
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Define the rules you want to add to this rule set. To do so, access the rule set and click Add rule.
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Configure the rule parameters to suit your needs. The parameters available for the rule depend on the rule set domain selected at its creation.
Detailed information on how to configure journey and channel capping rules is available in these sections:
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Click Save to confirm the rule creation. Your message is added to the rule set, with the Draft status.
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Repeat the steps above to add as many rules as needed to the rule set.
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When created, a rule has the Draft status and is not yet impacting any message. To enable it, click the More actions button next to the rule and select Activate.
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Activate the rule set to be able to apply it to your journeys and messages.
note note NOTE It can take up to 20 minutes for a rule or rule set to be fully activated. You do not need to modify messages or republish journeys for a rule to take effect.
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You can apply a rule set to a message or a journey, depending on the domain selected when creating the rule set.
Detailed information on how to apply rule set is available in these sections:
Access & manage rule sets access-rule-sets
All created rule sets display in the Administration > Business rules menu. They are sorted by last modification date.
Click a rule set name to view and edit its content. All rules included in that rule set are listed. The contextual menu on top right enables you to edit the name and description of the rule set, activate it, and delete it.
For each rule in the rule set, the More actions button enables you to edit the rule, activate it and delete it.
To deactivate a rule or a rule set, click the More actions button next to the desired item and select Deactivate.
Its status will change to Inactive and the rule will not apply to future message executions. Any messages currently in execution will not be affected.
How-to video video
