Contents

Configure Rules and Groups

Use the controls on the tabs in this panel to configure how the rules and groups will function in each Rule Set. Each rule has a condition, evaluation parameters, action to take when criterion are met, and potential membership in a rule group and these are configured on the appropriate tab.

Condition

Rules evaluate a single condition (a statistic, system event, or time) to determine whether to run one or more Actions. One Rule can run many actions when its condition is true.

Evaluation

These settings determined whether a rule is evaluated for the campaign or contact list recycle, and whether other rules are evaluated when the rule's conditions are met.

Actions

Actions perform work to affect the processing of a campaign. For example, Actions can pause a campaign, recycle its contact list, change the dialing mode, apply a filter, log agents out of the campaign and into a different one, send an Email, run a handler, pass control to a different set of rules, and more.

For example, a statistic-based rule could send an email when a campaign goal is achieved (for example Total Calls > 1000). An event-based rule could send an Email (or perform a different action) when a campaign is started (for example Campaign Started event).

Groups

Groups identify rules that can be turned on or off collectively by an action. Rules can belong to multiple groups defined within the Rule Set. A group is a user-defined label by which rules can be classified.