Rules for Campaign Automation

Rules specify which follow-up steps are to be processed under which conditions. Rules are defined for decision nodes and optimization elements.

Rules are processed in the order that they are assigned. All rules can be processed or once a rule has been evaluated, the evaluation process can stop.

Each rule has a list of conditions and a list of follow-up steps which identify the next process steps.

Prerequisites

You have defined conditions in Customizing for Customer Relationship Management by choosing Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Campaign Automation Create User Defined Condition Templates End of the navigation path .

Features

Condition Templates

There are predefined condition templates available for editing the conditions in a rule. They are divided up into various categories.

Examples of Condition Templates

Condition Template Category	Rule
Segments	Business partners meets profile Select profile
Questionnaires	Business partner has completed questionnaire Select survey
Times	Business partner reacted within Specify time. This can be a number of Hours, Days, Weeks, Months, Years. This can also be a relative date, for example, you can say within two days of the start of the campaign.
Campaign Elements	At least Enter number participants were contacted in campaign element Select ID for campaign element
Various	Business partner responded using transaction type Select transaction type

Activities

In campaign automation, double-click a decision node or an optimization element to maintain the rule details in the lower part of the screen.

More Information

Campaign Automation