Create Autofill Rules to pre-populate content in the publisher window based on the set conditions and is best used to apply properties as soon as a user opts to create a message.
Autofill rules are applied to outbound messages, but unlike Outbound Rules which apply when a message is sent for publishing, Autofill rules are applied when a message is being composed. Autofill rules reduce the manual effort of applying properties in the publisher window individually, saving time and streamlining publishing workflows. To view the list of Rules, see Types of Rules.
Note:
Auto update Campaign standard fields across the platform such as Name, Start and End Date, etc. This ensures uniformity of campaign details across the platform saving time during campaign planning while eliminating manual efforts.
Autofill Rule Conditions — Descriptions
Conditions
Description
The Channel Properties of the Message
Set the condition based on the following Channel properties:
Account - Refers to the specific social network account the message is being published from. This condition could be an Account or an Account Group.
Account Owner User ID - Refers to the user or user group of the account owner who published the message.
Account Type - Refers to the account type the message is being published from.
Channel - Refers to the social network the message is being published to.
Message Subtype - Refers to the type of message you are creating. This could be a Photo, Article, Blog, Wall Post, Discussion, etc
Message Type - Refers to the type of message. This could be a Facebook Comment, Twitter Reply, LinkedIn Post, etc.
Account Business Category - Refers to the category of the business account. This could be either Personal or Distributed.
Template - Refers to the template used to create the message.
The Properties of the Outbound Message
Set the condition based on the following Outbound message properties:
Campaign - Refers to the Campaign the Message is associated with.
Geo. Target Country - Refers to the country the Message is targeting.
Has Associated Post Asset - Refers to whether the post has any associated asset or not.
In Reply To Assignee - Refers to the user assigned to the outbound reply message.
Tag - Refers to the descriptive terms associated with the message that has been created within Custom Fields as message tags.
Text - Refers to specific words or phrases in the message.
Title - Refers to specific words or phrases associated with the title of the message.
Custom Properties - Refers to the custom fields associated with the message.
Message Keywords - Refers to the keyword list which the message contains/doesn't contain.
Partner Custom Property - Refers to the Partner Level Outbound Message Custom Fields.
Client Custom Property - Refers to the Client Level Outbound Message Custom Fields.
Compare Date Fields - Refers to the comparison of the scheduled date and the custom property date.
Persona - Refers to the persona the Outbound Message is associated with.
Themes - Refers to the themes the Outbound Message is associated with.
Customer Journey Stages - Refers to the customer journey stages of the Outbound Message.
Is Variant - Refers to whether the message is a variant or not.
The case properties of the Message
Select the case properties to autofill accounts, HTML templates, subject, etc. when the blank case is created via Guided Workflow and no outbound message is sent yet.
The Properties of Campaign
Set the condition based on the following Campaign properties:
Archived - Refers to whether the associated campaign is archived or not. This could be a Yes or No.
Status - Refers to the status of the associated campaign. This could be Draft, Approved, or Expired.
Goal - Refers to the goal of the associated campaign. This could be Product Awareness, Brand Engagement, or Brand Awareness.
Milestone - Refers to the milestone set with the associated campaign. This could be Production, Planning, Briefing, etc.
The Properties of Sub-Campaign
Set the condition based on the following Sub-Campaign properties:
Archived - Refers to whether the associated sub-campaign is archived or not. This could be a Yes or No.
Parent Campaign - Refers to the parent campaign the sub-campaign is associated with.
Status - Refers to the status of the associated sub-campaign. This could be Draft or Approved.
Goal - Refers to the goal of the associated sub-campaign. This could be Product Awareness, Brand Engagement, or Brand Awareness.
Milestone - Refers to the milestone set with the associated sub-campaign. This could be Ideation, Planning, Briefing, etc.
The Profile of the Message Author
Set the condition based on the following Outbound Message properties:
Author Name - Refers to the creator of the message.
Users - Refers to the user for the message. You can select the desired user from the drop-down menu.
Audience Being Targeted
Set the condition based on the following properties:
Targeted Brands - Refers to the brands targeted in the post.
Targeted Cities - Refers to the cities targeted in the post.
Targeted Gender - Refers to the genders targeted in the post.
Targeted Locales - Refers to the locales targeted in the post.
Targeted Sports - Refers to the sports targeted in the post.