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Automated Message Rules
Automated Message Rules
Automated Message Rules


The Automated Message Rules table contains the rules you have created and the information associated with them. Each of the columns in the table is described below.

Name: Name of the Automated Message Rule you created
Type: One of four types which will be discussed below . Activity-Based, Date-based, Recurring and API Triggered
Status: Active or Inactive
# Sent Last 30 Days: number of messages sent out within last 30 days
Last Modified: last time the rule was modified
Icons: Edit, View Report, Activate/Deactivate Rule


There are four different types of automated messages
 
Activity-Based automated message rules send messages when a contact performs an activity in response to a related message that you sent to them. Possible activities include opening a message, clicking a link inside a message, or a purchase conversion. Various combinations of these activities can also be used as the criteria for describing when to send. Messages of this type are often called remails or remarketing. 

Date-based automated message rules send messages when a chosen field for a contact matches a specified date or month. For example, you might store a contact's birthday or subscription renewal date in a field, and then chose to send a message when there is a match for that field. 

Schedule recurring automated message rules send messages on a periodic basis. For example, you might send out a coupon at the beginning of every month to contacts on a specific segment, such as "high value" or "at risk" customers.


API-triggered automated message rules send messages when a rule is called via the API. This type of message allows for easy management and reporting for emails sent by an in-house or third party system which has been integrated with the application. For Legacy Version 3 of the API, when you schedule deliveries, you can assign an API handle used to associate a delivery or deliveries with an automated message rule. The API handle is also used to aggregate all reporting for that delivery. For Version 4 of the API, you can use the id assigned to a given automated message rule to reference it. To obtain an id for a given Automate Message Rule, call the readMessageRules function.




Depending on the Type of Message you select the Type Settings options will correspond accordingly

Creating Automated Message Rules
Step 1
Step 2
Step 3 

Viewing And Editing Automated Message Rules

Once you have saved your automated message rule, you will be taken to the overview page for the automated message rule. This is also the page that you will return to when you click on a specific automated message rule from the View All Automated Message Rules page.


The Details section explains the parameters that define when and how the automated message rule sends messages. The Advanced Options section lists any of the advanced options selected for the automated message rule. To activate or deactivate the automated message rule, click either Activate Rule or Deactivate Rule.

The Reports Section lets you see how many automated messages have been sent via the automated message rule for given time periods. If you click on the report periods, for example Last 7 Days, you will be taken to an aggregate report of the automated messages sent over the last 7 days via the automated message rule.

 

Activating And Deactivating Automated Message Rules

To activate an automated message rule:

  1. Go to Messages->Automated Message Rules.
  2. Click on the name of the automated message rule you want to activate.
  3. Click Activate Rulealt here.

To deactivate an automated message rule:

  1. Go to Messages->Automated Message Rules.
  2. Click on the name of the automated message rule you want to deactivate.
  3. Click Deactivate Rulealt here.
Tip - As a shortcut, you can go to Messages->Automated Message Rules and click alt here (activate) or alt here (deactivate ) in the row associated with the automated message rule you wish to activate or deactivate.

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