Last modified May 6, 2016 by Shelly Wolfe

Creating Amplify Rules

Swrve Amplify’s Advanced Rules Engine enables you to define the workflow of the data you send and receive between Swrve and your Swrve Amplify integrations. You can define what actions to take when certain events are triggered to create highly personalized, relevant interactions with your customers in real-time. Rules also enable you to specify conditions for the export of data from Swrve to your external systems.

To view the Advanced Rules screen, on the Amplify menu, click Advanced.

Advanced Rules

You can perform the following actions on the Advanced Rules screen:

  • Search for or sort the list of rules by integration.
  • Create a new rule by clicking the New Rule button.
  • Activate or deactivate, edit and delete an existing rule by clicking the relevant icon on the individual rule summary.

Creating Rules

Rules consist of any combination of available triggers and actions. This enables you to specify multiple conditions that must occur for a rule to be triggered or to select multiple actions.

There are two main steps to creating a new rule:

  • Entering the rule details and selecting the trigger(s).
  • Selecting and scheduling the action(s) to perform when the rule is triggered.

Selecting Rule Triggers

To create a new rule and select the rule triggers:

Step 1: On the Advanced Rules screen, click New Rule.

New_rule

Step 2: The rule name defaults to My Rule XXXXXXXXXXXXX. To enter a custom name, click in the field or click the edit ( ) icon and enter the rule name. Optionally, you can also enter a Description below.

Step 3: To select the trigger for the rule, click Add Trigger. Any activated inbound Adaptors are displayed. If the Adaptor you are looking for is not displayed, check the Adaptors screen to make sure it has been activated.

Step 4: Select the Adaptor you want to use to trigger the rule. All events that are available to use with that Adaptor are displayed, plus the option to use Any Event. (Note: Some Adaptors have predefined events that are pre-populated, while others first need to have the event fired before it appears in the list.)

Step 5: Select the event you want to use. The event menu is displayed.

Step 6: By default, the rule is triggered any time the event is received. To select a different event trigger, select another option from the event menu. Depending on the option you select, you can add further filters to the trigger using payloads available for that event. This includes adding AND or OR operators.

For a detailed description of the filters and operators available, click the links below.

Filter Name Description Possible Values
Any event received The rule is triggered any time the event is received. N/A
No event received The rule is triggered if the selected event is not received. Note: If you have only recently configured the Adaptor, the system won’t start counting the No event received timeframe until the event is first received. N/A
Number of events received The rule is triggered when the selected operator is satisfied. Any numeric value.
Summation of The rule is triggered when the total value of the event payload matches the criteria of the selected operator. Select an event payload from the list and then select an operator and enter any numeric value.
Average value of The rule is triggered when the average value of the event payload value matches the criteria of the selected operator. Select an event payload from the list and then select an operator and enter any numeric value.
Maximum value of The rule is triggered when the maximum value of the event payload matches the criteria of the selected operator. Select an event payload from the list and then select an operator and enter any numeric value.
Minimum value of The rule is triggered when the minimum value of the event payload matches the criteria of the selected operator. Select an event payload from the list and then select an operator and enter any numeric value.

Operator Name Description Possible Values
is less than The result is less than the specified filter. Any numeric value.
is greater than The result is greater than the specified filter. Any numeric value.
is less than or equal to The result is equal to or less than the specified filter. Any numeric value.
is greater than or equal to The result is greater than or equal to the specified filter. Any numeric value.
equals The result is equal to the specified filter. Any numeric value.
does not equal The result is not equal to the specific filter. Any numeric value.

Step 7: To add additional filters, repeat steps 3 to 6 as required.

Selecting and Scheduling Rule Actions

As soon as you select a rule trigger, the scheduling and action options are available. To schedule and select rule actions:

Step 1: To select an action, click Add Action. Any activated outbound Adaptors are displayed. If the Adaptor you are looking for is not displayed, check the Adaptors screen to make sure it has been activated.

Step 2: Select the Adaptor you want to use to perform an action. The actions available with that Adaptor are displayed.

Step 3: Select the action you want to perform and the criteria for performing that action. The criteria options are:

  • Each time – the action is performed each time it is triggered, based on the selected conditions.
  • One time – the action is performed once, based on the selected conditions.
  • if the conditions are met – the action is performed each time or once the conditions are met.
  • if the conditions are met within… – the action is performed each time or once the conditions are met, within X hours, days, months or years.

After you select an action, the fields relevant to that action are displayed.

Step 4: Enter the values for the action fields. Any required fields are marked with an asterisk (*). Some fields allow you to enter custom content, for example, an email From or Reply to value. For other fields, you can select a property from the Insert value list to have the field auto-populated.

Step 5: Select a scheduling option. The options are:

  • Send Immediately – the action is performed as soon as the rule is triggered.
  • Send after – the action is performed after X minutes, hours or days.

Step 6: After you have selected all the desired triggers and actions, click Save.


Next Steps