Overview

You can use the Rule Engine to enable Naming Conventions for Campaigns, Sub-Campaigns, and Events. When a Rule is enabled, the appropriate Naming Convention is automatically used for entities where the right conditions are triggered.

Set Up a Rule for Using Naming Conventions

1. Click the New Tab icon and select Rule Engine under the Platform Modules section.

2. In the top right corner of the Rule Engine window, click Create New Rule. To learn more about how to create a rule, see Create a Rule .

3. On the Create New Rule window, give your rule a name and an optional description. From the Context drop-down menu, select the rule context as Campaign, Sub-Campaign or Event.

4. Depending upon requirements, modify the values for Activation Date, Rule Execution Batch, Rule Type, and Custom Fields. To proceed with the default values, click Next.

5. On the Rule Builder window, select Add Condition to set up specific publishing scenarios that must be met for subsequent actions to execute. You can also chain multiple conditions together to refine the scenarios.

6. To configure actions, select Add Action on a Yes or a No branch of a condition depending on when you want the action to be executed.

7. Under Actions which are applicable for Campaign/Sub-Campaign/Event select Action as Naming Convention and select the appropriate Naming Convention.

7. Click Save in the bottom right corner to finalize the creation of your new rule, or Save as Draft to create a draft version of your rule.