Understanding rules to target customers

As you are targeting customer in an automation or group, you will need to choose different rules.

Category

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

  • Appointment
  • Customer
  • Message received
  • Message sent

Plus, according to your integration and your field, you will be able to select various other categories based on events to build your automation or group around. 

Attribute

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

  • Date
  • Name
  • Phone number
  • Etc.

For the categories appointment and customer, in the 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 exactly the value you want Kimoby to find and pull the customers with the according value. 

Rule/sub-rule

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

Sub-rule

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

Customers who are satisfying either one of the rule or sub-rule will be targeted by your automation or group.

Rule

A rule is the exact criteria the customers need to satisfy in order for the automation or group to target them. 

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