Campaign rules view

AI-generated summary

Genesys Cloud's Campaign rules view manages campaign rules that affect the execution of voice and digital campaigns. Campaign rules evaluate running campaigns to take actions like starting, stopping, setting priority, or recycling the contact list based on rule conditions that compare campaign metrics to thresholds. Rule actions execute commands against target campaigns when conditions are met. The Campaign rules view provides elements to manage rules like Create New, Edit, Copy, Delete, Status toggles, Name and Health columns, and Conditions On and Actions On columns that show what campaign types each rule monitors and acts on. Rules can monitor and act on voice campaigns, digital campaigns, or both.

This view manages campaign rules. Campaign rules affect the execution of voice and digital campaigns. Unlike call rules, which apply to calls, campaign rules apply to campaigns or sequences of campaigns.

Campaign rules evaluate running campaigns to take actions such as starting, stopping, setting priority, or recycling the contact list.
Rule conditions compare various metrics of the running campaigns, such as the current number of campaign agents, current number of specific wrap-up codes, or a campaign’s real-time percentage of completion to predefined thresholds.
Rule actions execute a set of commands against target campaigns when Rule conditions are met.
For a campaign rule to have an effect, switch the status toggle to On in the Campaign rules view.

To set up rules that affect the processing of calls instead of campaigns, use call rules.

Here are the available elements on the Campaign Rules view.

Elements	Managing campaign rules
Create New	To configure a new campaign rule, click Create New.
Edit	To edit a campaign rule, select the check box next to the rule to be edited, and then click Edit.
Copy	To duplicate a campaign rule, select the check box next to the rule or multiple rules to be copied, and then click Copy.
Delete	To delete a campaign rule, select the check box next to the rule or multiple rules to be deleted, and then click Delete.
Status	To make a campaign rule active or inactive, switch the Status toggle to On or Off. Use the Search box to filter campaign rules, for example: select On to filter for active campaign rules, or select Off to filter for inactive campaign rules.
Name	To filter for a rule or a set of rules, enter the full or partial rule name in the Search box. To open a rule in the editor, click the rule name.
Caret up and down	To sort the list of campaign rule entries alphabetically, click the caret in the Name field. The entries are sorted in ascending or descending order.
Health	This column shows the health of each campaign rule. The Campaign rule is considered healthy if all objects that it references are present in the configuration. The Campaign is considered unhealthy if it references objects that were deleted from the configuration. A checkmark indicates a healthy campaign rule. An exclamation indicates an unhealthy campaign rule. When you hover over a yellow icon, the specific warning message for this campaign rule displays.
Conditions On	This column displays the type of campaigns the rule uses to monitor conditions on, such as voice campaigns or digital campaigns. Note that a rule can monitor either voice or digital campaigns for conditions, but not both types simultaneously.
Actions On	This column displays the type of campaigns the rule uses to execute actions on, including: voice campaigns, digital campaigns, or both types. Note that a rule can execute actions on voice campaigns, on digital campaigns, or on both types simultaneously.
Paging	The Campaign Rule view is paginated. Use the paging controls to navigate to the next or previous page. The current position is indicated by the page number. Change the number of entries displayed on each page in the records per page dropdown list.

Procedures

Create campaign rules

[NEXT] Was this article helpful?

Get user feedback about articles.

Loading...

Campaign rules view

[NEXT] Was this article helpful?