Understanding Rules to Target Customers

Similarly to how you target customers in an automation or a group, you will need to choose different rules.

Category

You can select each of the following four categories that will be based upon the information that you have in your Kimoby database:

  • Appointment
  • Customer
  • Message received
  • Message sent

Depending on your integration and your field, you will be able to select different categories based on events to build your automation or group.  

Attributes

The attribute is directly related to the category previously chosen. This is where you can pinpoint what your category will be related to. In other words, it is whatever data you are trying to pull to create your list of customers targeted by your automation or group.

  • Date
  • Name
  • Phone number
  • Etc.

For the appointment and customer categories in attributes, you will be able to select the custom attributes for your account. 

Operator

This is what determines and pinpoints what you want.

  • Contains/does not contain
  • Is/is not/is unknown
  • Etc.

Value

This is where you enter the exact value that you would like Kimoby to find all customers that are a match. 

Rules/sub-rules

If you have an automation with four rules, customers will need to match all four rules to be targeted. If you have an automation with one rule and three sub-rules, customers will need to match any one of those sub-rules to be targeted.

Rules

A rule is the exact criteria customers need to satisfy in order to be targeted by your automation or group.  

Sub-rules

A sub-rule is complementary to the fixed rule that was set up.

Customers who match at least one of the rules or sub-rules will be targeted by your automation or group.

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