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What's New Getting Started Drag and Drop Standard Builder Integrations Center

Center Rules Overview

In this article, you’ll learn all about rules in Center—from the sections that make up a rule to how to duplicate, deactivate, and delete rules. 

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Rule Composition

Segments

Actions

Rule Examples

Rule Composition

Each rule in Center is made up of two parts: a segment and one or more actions. Let’s go over each portion individually to see how they fit together to create a rule.


Segments

A segment is a group of people who are added to your rule based on their behavior. Each is composed of:

  • At least one source
  • At least one filter event
  • Optional conditions

A source is any integration that passes data to Center. Once you select a source, you’ll need to choose a filter event that qualifies who gets added to your segment. Your integration source will determine your filter event options. For instance, using GoToWebinar as a source, you can use either registration or webinar attendance as your filter event. 

You can create even more specific segments by adding conditions to an event. One example would be adding a condition for how long someone attended your webinar. You can read more about using conditions here: Conditions Reference Guide.

For more details on creating segments from specific integrations, you can check out our service-specific articles

Actions

The action component of your rule is what allows you to send, modify or update the contacts in your segment. Actions can be created for any service that Center can write data to. Click here to learn more about Center's write integrations. Any contacts added to your rule will automatically be saved to Center.

You can add as many actions to your rule as you need. For example, you can create a rule that adds people to a specific list, registers them for an upcoming webinar, and tags them as prospects. 

 

Rule Examples

Let’s take a look at a couple of example rules. Say we want to send a series of emails to contacts who watched a sales video. Our rule might look something like this:

In this scenario, anyone who watched our Wistia sales video would be added to a promotional email list in AWeber (though you could certainly use a variety of email service providers here). Notice how our segment contains a duration condition—we’ll only target those who watched more than three quarters of our video.

Another example is to add early bird registrants of an event or webinar to a fulfillment list—to make sure they get any bonuses for registering early.

Here, anyone who opts in to a form on my Leadpage between June 22 and June 30 will be added to my “Early Birds” list in MailChimp. 

You can find additional examples under the Use Cases tab in your Center account. Click on any example rule there to use as a template.

 

(Updated 07/05/16)


Please let us know if you have additional questions!

We’re here to help. If you run into any issues or just have additional questions, please contact our support team. You can also create a ticket by clicking the banner in the top right corner of the Center interface.

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