Types of Rules

Updated 

2 hours ago

Overview

The Sprinklr Rule Engine is a powerful tool that can be used to automate workflows, assignments, properties, and more. By configuring Rules, you can increase efficiency by transforming manual processes to automatic actions that execute according to the conditions that you set. Rules can be used to route and tag messages, profile audiences, send alerts, optimize paid media, and much more.

You can think of the Rule Engine as an If-Then statement. If an asset (like a message or a profile) meets a specific condition that you set, then an action will execute on that asset. Using "Yes" and "No" branches, you can customize different actions to apply depending on whether or not a condition is met.

Below, you can take a look at the ways to use Rules to increase operational efficiency, cut down on workload and effort, and streamline and enforce compliance across your environment. 

Admin Set-up 

To access the Rule Engine and to create or edit Rule configurations, you must first be assigned to a Role with the respective Rule Engine permissions. Learn more about Platform Permissions. 

Types of Rules

Below, we'll explore the types of Rules supported in Sprinklr. Different Rule types may apply to a specific type of asset, like a message, Case, or profile. Or, Rule types may be based on the workflow stage that triggers the Rule - for example, Inbound Rules take action when content is pulled into the Sprinklr platform, while Queue Rules are executed when a message moves into a Queue. 

Click on any of the below Rules to learn more about that Rule type. Note that some Rule types, like Listening Rules and Benchmarking Rules, apply to specific premium modules. Look for icons that indicate a specific module may be required in the below Rule Types.

 

Inbound Rules:
Take action on inbound messages as they are pulled into the Sprinklr platform.

  

Outbound Rules:
Actions apply to messages at the time they are sent for publishing.

  

Auto-Import Rules:
Used to apply properties to messages that are published natively, then automatically imported into Sprinklr.

  
             
 

Queue Rules:
Apply actions to messages and profiles when they enter a Queue (or according to the Rule's Trigger).

  

Autofill Rules:
Apply to outbound messages at the time of creation, unlike Outbound Rules, which apply to outbound messages at the time.
 

  

Logout Rules:
Take action when a user changes their availability or status.

  
             
 

SLA Rules: 
Allow you to configure and measure the time it takes for an inbound message to travel through the various ‘stages’ of your workflow.
 

  

SAM Rules: 
Used to create new assets and auto-import assets.

  

Post Publishing Rules: 
Apply to outbound messages upon publishing.

  
             
 

Pre Publishing Rules: 
Apply to messages at the time of creation.

  

UGC Rules: 
Automate actions around User Generated Content.

  

Listening Rules:
Take action on content that is pulled into Sprinklr through Listening.

  Requires Listening
 

  
             
 

Volumetric Rules:
Create notifications to users when a certain volume of messages hits an established queue.

  

Paid Rules:
Take actions on Ads based on Ad conditions.

  Requires Ads
 

  

Auto Boost Rules:
Make changes to the auto-boost configuration of Ads.

  
             
 

Benchmarking Rules: 
Take action on content that is pulled into Sprinklr through Benchmarking.

  Requires Benchmarking

  

Case Creation Rules:
Apply actions to Cases at the time Cases are created.

  Requires Case Management
 

  

Case Update Rules:
Apply actions to Cases at the time Cases are updated.

  Requires Case Management

  
             
 

Workflow Update Rules:
Apply actions when a Custom Field is added, changed, updated or removed from the message. 
 

          

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