---
schema_version: "1"
id: 77eb50f14d0adc5aaceb358b41434f022775f150c2cc2812f361820d3153211d
title: Create an Email Rule
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_visualize_share_email_rule.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_visualize_share_email_rule.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 80b087975e26b9ec7ab11cbc92d4b1fe0489029920c266d022c1f6c730eea0cb
description: Create a rule to trigger an email. You can schedule email alerts based on specific KPIs or by a particular date and time. Use rules to stay updated on the progress of your data.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Create an Email Rule

Create a rule to trigger an email. You can schedule email alerts based on specific KPIs or by a particular date and time. Use rules to stay updated on the progress of your data.

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            <td data-label="REQUIRED USER ROLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d18690e38 ">To create an email rule</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d18690e38 ">Admin and Power User</td>

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1. Go to the dashboard page or widget you want to share.
2. Click the **Share** icon.
3. Click **Email**
4. Click **Create Rule** and define the rule.
    
    ![create email share rule](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/visualize/dato_viz_share_email_rule.png)
    
    1. In the **General** section name your rule (1) In the destination section, add the email address you are creating a rule for (2).
    2. In the **Content** section add a message or information you want to share (3).
    3. You can add queries to your rule to make the data dynamic and interactive (4). When you add a query to your content be sure that the measurements and dimensions you selected are available in your data.
    4. To add more dimensions or measurements select them from the dropdown.
5. In the **Trigger** section, define the trigger for your alert:
    
    ![share email trigger](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/visualize/dato_viz_share_email_trigger.png)
    
    1. Choose whether it’s by time or by event (1).
    2. If you’re using by event, select the measurement to apply (2) and the operator (3).
    3. Add a value (4). For example, you want to be notified when your Message Total Clicks drops below 100.
    4. You can add a dimension (5). If you’re creating a rule from a widget that already contains a dimension, it’s automatically populated.
    5. Define how often you want to check if the conditions are true (6).
6. In the **Filters** section, you can see all the filters that are applied to your rule and edit the date range. On the right you can see a preview of the email you are sending.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/images/icon_note.png)
    
    Note When creating a rule that is scheduled to run in the future, it is recommended to set the date range as a relative date. For example **Last week**. This ensures that the data from the rule is always relevant.
7. When you are finished click **Create Rule**.