Rules for Advocacy Community
Updated
Using Sprinklr's Rule Engine, you can automate the screening process for potential advocates. Using Rules, you're able to base actions to approve or reject potential advocates based on their answers to your screening questions. Automating Advocacy screening takes the guesswork and review requirements out of selecting candidates and ensures you're able to recruit advocates accurately and efficiently.
Note: To learn more about getting Advocacy Marketing enabled in your environment, please work with your Success Manager.
Admin Set-up
Creating and editing Rule configurations is restricted to admins. Additionally, users who are creating Rules must be assigned to a Role with the set-up Rule Engine permissions View and Create.
Uses for Advocacy Rules
The primary uses for Advocacy Rules are to help you manage Advocates and their access to the site. Using Rules, you can automate the acceptance or rejection of users based on their answers to screener questions, add users to a specific Profile List based on set criteria, and more.
Change Community User's Status Based on Screener Questions
Add or Remove Users to Profile Lists Based on Screener Questions
Use Community User Properties to Take Action
To Create an Advocacy Rules
Click the New Tab icon
. Under the Sprinklr Social tab, click Manage Rules within Triage.
In the top left corner of the Rule Engine window, click the dashboard menu icon
and select Customer to view Customer-level Rules. Next, select Community to access Advocacy Rules.
In the top right corner of the Rule Engine window, click Create New Rule to configure a new Advocacy Rule.
In the New Rule window, fill in the required details. For more information, see Create a Rule .
While configuring a rule condition in the Edit Condition pane, set the community-specific conditions as desired. For more information, see Advocacy Rule Conditions below.
Configure the Rule Actions as desired in the Edit Action pane that will execute when the conditions are or are not met. For more information, see Advocacy Rule Actions below.
Click Save to save both your configurations for conditions and actions in the Edit Condition and Edit Action pane, respectively.
Click Save to finalize the creation of your new Rule, or Save as Draft to create a draft version of your Rule.
Advocacy Rule Conditions
Conditions for Advocacy Rules are based on certain criteria that a Community User meets, either through properties of the User, like their age or gender, or through the answers to the screener questions that they answered when they signed up on your Advocacy site.
Condition | Description |
Community User Properties | |
#days user has been marked In Active | Days that the user has been in an Inactive status. This property can be used to change the status of long inactive users or to designate these users as having been inactive via a Profile List that you create for this purpose |
#days user has not done any activity | Days that the user has been inactive. This property can be used to change the status of long inactive users or to designate these users as having been inactive via a Profile List that you create for this purpose |
Age | The self-identified age of the user. You can set values of less than, greater than, or equal to. This condition can be used to segment your users via profile lists or disqualify too-young users from registering by accepting only users who are older than a certain age. |
Email Contains | Here you can set specific text for the user email entered upon registration. This condition can be used to segment employees and non-employees based on emails that contain your brand's email domain or might be used in conjunction with a Keyword List to ensure that emails with profanity are not accepted into your Advocacy Community. |
Gender | The self-identified gender of the user. This condition can be used to segment users through Profile Lists. |
Points | The points that a Community User has earned on your site. You can use this condition to identify top-earners and most active users. |
Profile List | Identifies Community Users that are or are not included in specific Profile Lists |
Project | Identifies a specific Advocacy Project a Community User is included in. |
Screener Filled | This condition identifies users who have or have not submitted responses to your Advocacy Screener. |
Screener Questions | This condition identifies users who have responded to specific questions within the Advocacy Screener. |
Status | This condition identifies Community Users by their current status. You can use this to identify approved, rejected, inactive, etc. |
Community User Screener Questions | |
In Screener Question conditions, you can select from any of your saved Screener Questions. Set conditions around the answer to these questions to set criteria based on specific answers from Advocates. | |
Advocacy Rule Actions
Actions for Advocacy Rules can automate actions based on specific criteria set in Advocacy Rule Conditions. Below, we'll look at each action available for Advocacy Rules.
Condition | Description |
Community Actions | |
Add Community User to Profile List | Select a Profile List to which you'd like to add users who meet the criteria defined in Advocacy Conditions. |
Community User Status | Approve, reject, or make pending Community Users based on conditions. You can also make Advocacy users active or inactive using this action. |
Remove Community User from Profile List | Select a Profile List to which you'd like to remove users who meet the criteria defined in Advocacy Conditions. |
Marketing Journey Actions | |
Resume Marketing Journey | - |
Start Marketing Journey | Select the desired value from the drop-down menu. |
Stop Marketing Journey | Select the desired value from the drop-down menu. |