Automation Rules contain pieces that put the rule into action. Similar to a mathematical equation, you're telling Leadcamp that a specific occurrence will lead to a set outcome.
When you add an Automation Rule, you use Triggers, criteria, and actions to piece those parts of the equation together.
There are a very large range of outcomes you may reach depending on which triggers, criteria, or actions you choose. Criteria helps define when an Automation Rule should fire. You can set criteria based on all sorts of information and actions your leads undertake.
Things to Note:
Automation Rules currently only use string and number fields.
Automation Rules are unable to read date fields as criteria.
In this article, we will explain the Automation Rule options available to you so that you may development your best plan of action. The parts we will explain include the following:
Automation Rule Criteria Logic
There are different types of logic that may be used to determine the needs that must be met for a rule to fire, including:
The And/Or plays a part in determining what combination of the criteria, if satisfied, will trigger the rule when you set multiple pieces of criteria.
And logic states that the two (or more) pieces of criteria must be met in tandem for the rule to fire.
Or logic states that at least one piece of the criteria (or both pieces) must occur for the rule to fire.
When you add a criteria to an Automation Rule you are narrowing down those affected by the rule. Essentially you are saying it is not only enough that the trigger is "true," you must also satisfy the additional criteria in order for the rule to fire.
Things to Note: Each item of criteria requires its own line for the rule to read and trigger properly.
Automation Criteria Operators
After you select a criteria field, chose one of the criteria operators that will tell Leadcamp what criteria to look for when a rule is triggered.
Leadcamp's current criteria operators (all case-insensitive) include the following:
Equal: the value in the criteria field is exactly this value.
Not equal: the value in the criteria field is anything except this value.
Greater: the value in the criteria field is greater than this value.
Greater or equal: the value in the criteria field is greater than or exactly this value.
Less: the value in the criteria field is less than this value.
Less or equal: the value in the criteria field is less than or exactly this value.
Boolean: the value is true or false.
Contains: the value in the criteria field includes this value.
Full list of possible criteria
Lead's Heat Score
Has opened one of more emails
Has replied once or more
Has clicked one or more links
Has viewed one or more content items
Has viewed website at least once
Has clicked a specific link
Has viewed a specific website page
Has viewed a specific library item
Has tag assigned
Account's Qualification Score
Lead is currently in Pipeline Stage
Has at least one or more owners
Last interaction (days ago)