Create an Automation Rule
Create an automation rule to perform criteria-based actions on prospects.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To create an automation rule: | Account Engagement Administrator or Marketing role |
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Open the Automation Rules page.
- In Account Engagement, select Marketing | Automation | Automation Rules.
- In the Lightning app, open the Automations tab and then select Automation Rules.
- Click + Add Automation Rule.
- Name the rule.
- (Optional) Select Repeat Rule. This option controls how many times the rule can match a prospect. If the rule is set to repeat, you can’t change this setting after you resume.
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Select a match type.
- Match All—Prospect must meet all criteria to match.
- Match Any—Prospect must meet at least one rule to match.
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In the Rules section, to add individual criteria, click + Add new
rule. To add sets of criteria, click + Add new rule
group.
Note Separate criteria with a semicolon (;). The text field has a limit of 255 characters. - In the Actions section, click + Add new action, and select at least one action to apply when a prospect meets the criteria.
- When finished, click Create automation rules.
The rule is saved in paused mode, and you can still edit it. Follow the instructions to preview the rule’s matches. Confirm that your rule works as expected, and click Resume automation rules.
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