Optimal customer satisfaction can be crucial for the success of your company. An important tool to promote this satisfaction are rules that allow for automated reactions to specific events. In this guide, you will learn how to efficiently add and manage rules, also known as "Rules." Thanks to this automation, you can ensure that you respond promptly to the needs of your customers.
Key Insights
- Rules allow you to trigger specific actions based on certain events.
- You can use triggers to react to relevant information and thereby optimize your customer relationships.
- Rule management is simple and allows for adaptation to different situations.
Step-by-step guide
Create Rule and Add Triggers
Start by creating a new rule. You need to navigate to the "Automation" settings to create a rule. Here, you can click on "Custom Rule" at the top to create a custom rule.
Now comes the crucial part: you need to add a trigger. A trigger is a condition that determines when the rule becomes effective. Think about which event should trigger your rule. For example, you could decide that a rule becomes active when a person receives a specific tag – such as the tag indicating when they are feeling unwell.
Define Actions
Once you have set your trigger, it is about defining the corresponding action. You have the option to set various actions to take place once the trigger is activated. Possibilities could include inserting the person into a specific flow or removing them from a certain sequence.
For instance, if someone indicates they are not feeling well, you could mark the conversation as "Open" to address the needs of that person specifically. This is particularly valuable if you work in the health sector, such as a yoga instructor or health consultant.
Adjust Tags
Another important aspect is editing tags. Let's say a person reports feeling unwell. You should simultaneously delete the tag indicating they are feeling well. This helps to keep the information consistent and avoid misinformation in future interactions.
These adjustments give you the ability to control communication precisely and ensure your customers receive the best possible support.
Save and Activate Rule
After defining your rule, click on "Save" to apply your changes. To ensure the rule is active, you still need to activate it. This is done by simply clicking on the "Active" button.
Rename and Manage Rule
Now you can go back to the rules to review the rule you just created. You have the option to edit or rename the rules at any time to ensure a clear structure. For example, name it "Feeling well Rule" to categorize it better.
This way, you always keep an overview of your rules and can quickly make adjustments if your needs change.
Summary
In this guide, you learned how to add rules and effectively use them for your needs. You can set triggers and define corresponding actions to help optimize communication with your customers. With just a few steps, you can save, activate, and adjust your rules to ensure your customers receive the support they need.
Frequently Asked Questions
What are rules in customer acquisition?Rules are automated instructions that react to specific events and perform actions.
How do I add a trigger to a rule?Navigate to the "Automation" settings, click on "Custom Rule," and select your event.
Can I combine multiple actions under one rule?Yes, you can combine different actions based on the trigger.
How do I activate a rule?After saving the rule, you need to click on the "Active" button to activate it.
Can I edit existing rules?Yes, existing rules can be edited or renamed at any time.
