Automation rules are the most comprehensive automation tool offered by Account Engagement. Automation rules allow you to perform certain marketing and sales actions based on criteria that they specify. Automation rules continuously look for prospects who match the rule criteria. They are retroactive; but any changes after the rule becomes live are not. This article explains the step-by-step procedure on how to create Automation Rules in Account Engagement.
Create an Automation Rule
- To create an Automation Rule, go to Automations-Automation Rules-Click Add Automation Rules.
- Define the Automation Rule. Place it in a suitable folder. Give a description to the rule you are creating.
- You can set automation rules to repeat by selecting the repeat rule checkbox. This option lets you control how many times the rule can match a prospect. It sets a time period to wait before repeating the rule. You can also limit rule matches to a specific number.
- If the repeat rule box is left unchecked and an existing automation rule is updated, the automation rule does not match already matched prospects for the same rule.
- Deleting an automation rule stops it from running, but the actions it has already applied to prospects is not undone. An automation rule resumes if the rule is ever restored from the recycle bin and restarted.
Automation Rule Criteria
Now we should decide what kind of rule operator to use: either “match any” or “match all.”
- Match all provides ‘And’ functionality where Prospect should match all rules when using a multiple rule criteria.
- Match any provides ‘OR’ functionality where the prospect should match any of the rules when using a multiple rule criteria.
- We can group rules with OR functionality and can combine it with another rule using the ‘And’ functionality.
- The criteria to filter matching prospects to apply actions to can be given after selecting the Match type in the Rules Section. The criteria are available in the first dropdown in the Rules section of your automation rule.
- In the sample Automation rule below, the Prospect custom field ‘Credit Score’ is evaluated for the prospects. If it is greater than 620, then certain actions have to be taken.
- Automation rules gives the flexibility to select the rule criteria out of a large set of choices. Not only the prospect fields can be evaluated, but also the prospects can be evaluated based on their activities like A particular Landing page or form was completed successfully and subsequent actions can be taken.
Automation Rule Actions
Automation rules filter prospects by criteria and then apply an action to matching prospects. The actions are available in the first dropdown in the Actions section of your automation rule. The below screenshot is a sample action applied for the matching prospects.
There are more automation rule actions to go. A few are listed below.
- Add prospect to list
- Add prospect to Salesforce campaign
- Adjust Prospect Score
- Assign prospect to user
- Assign prospect to user in group
- Assign prospect via Salesforce active assignment rule
- Change prospect custom field value
- Create Salesforce task
- Notify assigned user
- Remove prospect from list
- Send prospect email
For automation rule examples click Automation Rule Examples (salesforce.com).
Below screenshot shows the matched prospects captured when the automation rule was ran.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.