Rules - Is there documentation for this Advanced Feature?

The Rules Collection lists all the Rules created in your account. Just like the Contacts Collection, you can click the item to open it for editing, select one or more items for Actions that appear in the Action Bar, create Groups and apply Group Actions to all items selected in the Group.

The Group Quick Selection Icon is positioned on the left in all Collections and allows you to quickly select all items in the Group, all the items on the page, or to deselect all the selected items with one click.

Along the top is the Group Dropdown, where you can create a new Group or select one you have previously created. The Edit Group button allows you to edit the criteria for the selected Group. The Actions button will show the actions available for the selected items, with the Action Bar showing at the top of the screen. Note that Actions that cannot be taken because no item is selected, or because the action is not available for that item, are presented in a lighter, faded color. The New button will allow you to create a new Contact (shown) or Sequence, Rule, Form, Message, Upsell Form, Partner Program or Landing Page as appropriate for the section you are in.

At the right top are three more tools for the Collection. You can search for data in any of the columns displayed in columns in the Collection, click the Pin icon to add the Collection page to the Pinned Items page, and add columns to the Collection listing.

The Pinned Items page is accessed by clicking the Pin Icon in the main navigation bar when it is visible. The page will show all the pinned items, allowing you to jump to that page with one click.

The Add Column button displays all the available columns allowing you to select what to show in the Collection. Here are some of the columns available and what they are:

Rules Collection

• Name (the name you gave the Rule)
• Status (indicates if the Rule is currently "Live" or "Paused")
• Last Run (the most recent date the Rule was activated)
• Date Created (added Nov. 7, 2017; will show a date if the Rule was created after that date)
• Date Modified (added Nov. 7, 2017; will show a date if the Rule was modified after that date)

Other Features of the Collection

You can resize the width of the columns by hovering over the far right side of the existing column and dragging the <> indicator.

To select a new field for the column, hover over the column name and click the pencil "edit" icon. You can select a new field, delete the column entirely, or move the column by clicking and dragging on the move icon.

URLs listed in the columns with the external link icon will open in a new window or tab when clicked.

At the bottom of the collection you can decide how many records per page should be displayed, along with navigation controls to page through the records.

Legacy Rules were used to automate the management of contacts prior to the Campaign Builder. Rules were set to act when a contact performed an action or failed to do so. An optional condition narrowed the selection of contacts affected by the Rule. Rules could be paused to prevent them from acting on any contact until unpaused.

Legacy Rules were composed of three parts, the Trigger, optional Conditions and the Actions to take.

Triggers

Triggers are an action that a contact takes or doesn't take. Opening an email, clicking a link, having a Tag added, etc. could all trigger a Rule. Today, the Campaign Builder includes all of these Triggers (and more) in the Trigger and Goal elements.

Conditions

Conditions are used to further refine your triggered automation. For example, you could set up a rule to fire if a contact has clicked a link more than 2 times, or contact has a particular membership level on a WordPress site, or contact has a declined credit card. In the system it’s labeled as AND THIS IS TRUE:

Actions

Actions are the outcomes that occur once a rule is triggered. Some examples of outcomes are: add contact to Sequence, remove membership subscription, remove open order, change a Field to a particular value, generate a Task, etc. In the system it’s labeled as THEN DO THIS:

Triggers

• Contact is created
• A field is updated
• When Contact is added to Sequence
• When Contact is removed from Sequence
• Subscription to Sequence is Paused
• Subscription to Sequence is Resumed
• Opens Email
• Clicks an Email link
• Sends you an Email (tracked by IMAP Settings)
• Gets a refund on a Product
• Visits a Landing Page
• Visits a PURL
• Open order is created
• Open Order is charged or updated
• Credit card is charged or declined
• When Contact is added to Tag
• When Contact is removed from Tag
• When Contact is added to Fulfillment List
• Is given access to WordPress Membership Level
• Loses access to WordPress Membership Level
• SMS Received from Contact
• Contact visits URL
• Clicks Tracked Link

Conditions

• Has been on a sequence for a certain amount of time
• Was subscribed to sequence before or after a certain date and time
• If Contact is subscribed to Sequence
• If Contact is not subscribed to Sequence
• Subscription to a sequence is paused
• Subscription to a sequence is resumed
• Field is this value
• Contact has Tag
• Contact doesn't have Tag
• Has visited a Wordpress site a certain number of times
• Has visited a landing page a certain number of times
• Has opened an Email a certain number of times
• Has clicked an Email link a certain number of times
• Has spent a certain amount on a product
• Has ordered a certain amount of a product
• Is subscribed to product
• Has been subscribed to a product for a certain amount of time
• If Contact is subscribed to Fulfillment List
• Has access to WordPress Membership Level
• Does not have access to WordPress Membership Level
• SMS contains an Email address
• SMS does not contain an Email address
• SMS contains text
• SMS does not contain text

Actions

• Recharge all transactions that are in collections
• Add Contact to Sequence
• Remove Contact from Sequence
• Remove from all sequences
• Pause subscription to a sequence
• Unpause subscription to a sequence
• Add Product to Purchase History
• Cancel Open Order
• Notify someone with an Email (any email address)
• Notify ONTRAPORT User with an SMS
• Add Contact to Tag
• Remove Contact from Tag
• Send an Email
• Send a Postcard
• Add Task
• Send an SMS
• Change the value of a field
• Add to Lead Router
• Ping a URL
• Add Contact to Fulfillment List
• Remove Contact from Fulfillment List
• Remove Contact from All Fulfillment Lists
• Give access to WordPress Membership Level
• Remove access to WordPress Membership Level
• Update Facebook Custom Audience

1. Go to the Admin > Advanced Features > Rules
2. Click Global Rules
3. Click +Add Rule
4. Name the Rule
5. Create the Rule by selecting the Trigger(s)
6. Select any Conditions you want to use (optional)
7. Select the action(s) to be performed
8. Click Save
9. Make a note of the Rule, how it is triggered, and the actions it takes in a separate document for troubleshooting

We strongly encourage the use of Campaigns instead of legacy Rules and Sequences.

The preview button will display a preview image of ONTRAforms, ONTRAmail messages, ONTRApages and Campaigns you select in the Trigger actions section of the Rule. This allows you to quickly verify your selection.

Form Preview:

The preview button will not appear, or be deactivated, if the resource is not able to be displayed (legacy landing pages, HTML Editor email, etc.)