Account Rules
Updated
Account rule conditions
Conditions can be set in Account Rules to check for specific criteria that an account meets when it is brought into Sprinklr before an action is executed on the accounts. Below, is a list of the Account Rule Condition types and the specific conditions within those condition types.
Account Conditions
Account Property Conditions
Account Owner Property Conditions
Enablement note: To learn more about getting this capability enabled in your environment, please work with your Success Manager. |
Account Conditions
The Account Conditions are conditions applicable to the accounts.
Condition | Description |
Account Group | Select the account group. |
Account Name | Select the account name. |
Account Status | Select account status. |
Account Time Zone | Select Time Zone. |
Account Type | Select the account type(Page, Profile, Group, etc ) |
Custom Fields Updated | Select the custom field. |
Sprinklr Channel | Select a social channel or channels (like Facebook, Twitter, Google+, etc) as the social network from which the message originates. |
Account Property Conditions
The Account Property Conditions are conditions applicable to the account level custom fields. Under this condition, you have to select the custom field that can stisfy the condition.
Account Owner Property Conditions
The acount owner property conditions are conditions applicable to the owner of the account - the user.
Condition | Description |
Marketing Role | Select the marketing role of the user as a condition. |
Persona | Select the Persona of the user as a condition. |
Roles & Permissions | Select the roles & permissions of the user as a condition. |
Temporary Persona App | Select the temporary persona app as a condition. |
User Availability Status | Select the availability status of the user as a condition. |
User Products | Select the assigned/subscribed product of the user as a condition. |
Is Account Owner Distributed User | Select if the account owner is a Distributed user or not. |
Account Rule Actions
Account rule action is of one type - Update Account Properties.
Action | Description |
Account Default Shortner Url | Select to set default url shortener for the account |
Account Groups | Select to merge the account into an account group. |
Account Subscribers | Select this to add users under account subscribers. |
Account Time Zone | Set Time Zone for the accounts |
Workspace Visibility | Select this to control visibility of the account in the workspace |
Custom Properties | Update cumtom properties related to an account. |