Rule Groups are at the heart of Databowl and allow you to create rules that you can apply to a campaign.
This could be anything from a simple must be one of these values to more complex custom regex rules, one frequent example of this is the use of a profanity filter.
Rule Groups are also used to create custom rules to tag a lead to a different category, to allow you to report and filter on these categories.
To view Rule Groups, select 'Validation' in your navigation bar on the left of the screen to reveal a drop down menu, then select 'Rule Groups'.
The Rule Groups tab allows you to create and manage your rule groups. You can see the Name, if the rule has an Immediate Response, the Type of rule, and the Actions.
Creating a new Rule Group
If you hit the 'Create New Rule Group' button to the top left-hand corner of the rule group box you can create a new rule group.
Once you have given the rule group a name and description you can define the type:
Match All | Used when you want to have all the rules to match to form the rule group |
Match At Least One | Used when you want to match at least one of the rules in order to form the rule group |
Match None | Used when you want to have none of the rules to match to form the rule group |
Match All Negative | Used when you want to have all the rules to match to form the rule group to apply a negative version of this rule group (useful when applying rule groups to forwarding) |
Please note, if you try and create an "Immediate Response" rule group with computed field this will result in all computed fields failing to be populated on any campaign the condition set is associated with.
When adding your Rule to Set, imagine you are giving Databowl a precise instruction to follow, in the example below I am telling Databowl to reject any lead with a name longer than 25 characters or less than 2 characters.
You can define the Field Definition you want to apply, define the Operator and the Value.
The types of rules you can create by selecting the Operator are:
Greater Than | Used for greater than number values |
Less Than | Used for less than number values |
Length, Greater Than | Used to define the value must be greater than X characters in length |
Length, Less Than | Used to define the value must be less than X characters in length |
Contains | A field must contain this value |
Date Difference, Greater Than | Used for creating a rule greater than. e.g |
Date Difference, Less Than | Used for creating a rule less than. e.g |
Contained in list | Used to create a rule around a rule group list (contact Databowl to add a list new list) |
Starts With | Must start with this value |
Ends With | Must end with this value |
Custom Regex | Performs a regular expression match (you must be familiar with how to create a Regex to use this feature) Creating an incorrect regex could lead to campaign issues/rejections. |
Device | Used if the field that contains the user agent string. Possible values: Windows, Macintosh, Chrome OS, Linux, Android, iPhone, iPad, Kindle, Kindle Fire, Blackberry |
Browser | Used if the field that contains the user agent string - Possible values: Chrome, Safari, Edge, MSIE, FireFox, Opera |
Once a Rule Group has been created you can add this at a campaign level. You can also create Rule Groups from inside a campaign if you wish...
NOTE - When applying a rule group please ensure you either match or do not match and set a lead to rejected - if you set a lead to accepted it will not work you plan, you need to tell Databowl what to reject rather than accept.
Please note, your values will be case sensitive, so if you want to accept "yes" and "Yes" please enter both as rules!