Automation Rules

Automation Rules are designed for high-speed, direct responses to specific triggers.

How Rules Work

Every rule follows a strict linear sequence:

If [Event] happens + [Conditions] are met -> Execute [Actions].

Rule Settings

When configuring a rule, define its Scope:

• Execution Count: How many times can a contact trigger this?
• Active Hours: Should this rule only run during business hours?

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Common Rule Templates

Trigger	Condition	Action
Contact visited URL	Contact is not a customer	Add 10 points to Score
Form submitted	Tag = "Newsletter"	Send "Welcome" Email
Product added to cart	Cart value > $100	Send 10% Discount Code

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Rule Safety & Testing

Conflict Resolution

Avoid creating rules that contradict each other. For example, one rule adding a tag and another removing it based on the same trigger will cause data inconsistency.

Testing Mode

Always use the Test Rule feature before activating. You can input a specific email address to see if that contact meets all conditions before the rule goes live.