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            Create Communication Capping Rules

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            Create Communication Capping Rules

            Create capping rules to apply to the communication capping activation targets in Data Cloud. You can create a capping rule in the UI or by uploading a JSON file with the rule conditions. You can apply rules individually at each parameter level or cumulatively at the enterprise level.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            Permission Sets Needed
            To create a Communication Capping rule

            One of these permission sets:

            • Data Cloud Architect
            • Data Cloud Activation Manager
            1. On the Capping Rulesets tab, select New.
            2. To create a rule using the UI workflow, select Create from Scratch.
            3. Click Next.
            4. Configure the rule.
              1. For Start Date and End Date, enter the timeframe for which the rule is valid.
              2. Select the parameter values from the dropdown list.
                The available parameters are based on how Communication Capping was set up.
              3. For Frequency, select how often to apply the rule.
              4. Select the limit type.
                Profile limits cap communications to individuals filtered by the selected parameters. Parameter limits apply to channels and other parameter values.
              5. Select the communication channel.
              6. For Limits, enter the maximum number of communications that can be sent through the selected channel.
            5. Save the rule.

            The communication capping rules are created. You can create as many rules as required. You can edit, delete, or copy a rule by using the dropdown menu in the row.

            Example
            Example For the following rule settings, no more than one SMS per day is sent to any individual who has purchased an insurance policy and falls into the Medium net worth category.
            • Lines of Business: Insurance
            • Net Worth Category: Medium
            • Limit Type: Profile
            • Limit: 1
            • Channel: SMS
            • Frequency: Daily

            After creating the capping rules, create a communication capping activation target.

             
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