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How can I add multiple rule groups faster? Using a CSV -Comma Separated Values File
How can I add multiple rule groups faster? Using a CSV -Comma Separated Values File

Creating custom rule groups and submitting a test lead to allow the system to put a lead into a required lead status such as rejected.

Korey Abbott avatar
Written by Korey Abbott
Updated over 2 years ago

This guide goes over adding multiple rules to a rule group using a Comma Separated Values (CSV) file.

Please Note: We recommend only adding up to 200 rules per rule group. You may want to look into using suppression files to reject leads based on certain criteria instead if you have more than 200 rules.

Create your CSV

Skip this if you already have a CSV file

  1. Open up a Google sheet or spreadsheet software

  2. Add the field values to column A, line by line
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  3. Export the file as a CSV file, so that you have backup of your rules
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Create Your Rule Group

  1. In the rule group section (Validation > Rule groups) select the field you want to set the rule group on
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  2. Select the operator you'd like to check the field value with, such as equal to (==).
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  3. Open the CSV file. Then, copy and paste these values from the CSV into the 'value' field in Databowl. Ensure each rule is separated by either a comma or a line break.
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  4. Click 'Yes, I want to create multiple rules'
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  5. Wait a few seconds for the rules to be added in. You may need to refresh your page if you have imported a bulk amount of rules
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Add to a campaign

  1. Add the rule group to a campaign by selecting the rule group from this campaign section.
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  2. Select 'Match' from Match Type and 'Rejected' for the lead status. You may wish to change this depending on what you would like to achieve.
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Test

Submit a test lead through your campaign and check to see if the rule group does what you need it to.

Note, the created lead ID will be unique per individual test lead submission. Click on the lead ID link to be redirected to your lead or search the lead ID within the search bar at the top left of Databowl.
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Great, we can now see the lead has been rejected as it has matched the rule group we have added to the campaign! This confirms it works correctly.

You should now be equipped with the knowledge to deal with any of your campaign custom rule groups 🤓

🚀 Need More assistance?

If you're stuck or if this isn't something you or your team is comfortable with, then please open a new chat/ticket (chat icon in the bottom right of the screen) or email support@databowl.com.

We're here to assist with any questions you have, and if required we can quote on actioning work like this for as part of our Marketing Services.

Related Articles
Import Rejections
Creating Rule Groups Part 1
Creating Rule Groups Part 2 - adding to a campaign
How do I work out why a lead has been rejected?
How Can I Reject Leads as a Campaign Client?
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