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Automation Rule Examples

Automation rules perform actions based on criteria. Here are some examples of common automation rule use cases.

Change Prospect Profile

This rule changes a prospect’s profile to Executive Buyer if the person is in Texas, works at a midsize company, and has a particular score for corporate culture.

Example
Example

Rules

  • Match Type | Match All
  • Prospect default field | State | is | TX
  • Prospect account field | Number of Employees | is between | 100 and 250
  • Prospect custom field | Corporate Culture | is between | 8 and 10

Actions

  • Change prospect profile | Executive Buyer
example of automation rule used for grading

Add Prospects to a List

This rule adds a prospect to the Newsletter Interest list when the person reaches a grade of C+ or better.

Example
Example

Rules

  • Match Type | Match All
  • Prospect grade | is greater than | C+

Actions

  • Add prospect to list | Newsletter Interest
example of a rule that adds a prospect to a list

Adjust Prospect Score

This rule adds 50 points to the score of a prospect who submitted the Demo Request form or attended the Engage Alerts webinar.

Example
Example

Rules

  • Match Type | Match Any
  • Prospect from | Demo Request | was completed successfully
  • Prospect webinar | attended webinar | Engage Alerts

Actions

  • Adjust prospect score | by | +50
example of a rule that increases a prospect score

Decrease Prospect Score Based on Inactivity

This repeating rule checks for prospects with no activity in the past 30 days. It decreases inactive prospect scores by 20 points every 30 days that a prospect in inactive.

Example
Example

Rules

  • Match Type | Match All
  • Prospect time | last activity days ago | is greater than | 30
  • Prospect score | is greater than | 0

Actions

  • Adjust prospect score | by | –20
an example of a rule that decreases prospect score

Assign a Prospect Based on Form Submission and Location

This rule combines criteria and prospect actions. If a prospect expresses interest in a demo by completing a Demo Request and is also from Georgia, Alabama, Tennessee, or Florida, the prospect is assigned to the Southeastern US Reps user group.

Example
Example

Rules

  • Match Type | Match All
  • Prospect default field | State | is | GA;AL;TN;FL
  • Prospect form | Demo Request | was completed successfully

Actions

  • Assign prospect to user in group | Southeastern US Reps
automation rule example that assigns prospects based on location