In this article, we’ll list some of the most recurring topics, questions, or examples you may need when using/configuring smart rules in Upflow. You can refer to our main article for more insights on what smart rules are and how they work.Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
Rules with multiple filters
If you need your rule to be triggered based on multiple filters, you can add as many filters as you need, and those will be additive (1) or independent from each other (2):- If Plan is Basic Or Premium, then…
- If you add multiple conditions, they will be additional:
Text type fields
For Text type fields, you will see the options “Contains” and “Does not contain”. The value you enter in this condition must have the exact same wording both in the rule and at the customer level. If in the rule you use “B2B” as value, the value in the customer custom field must be “B2B”. If it’s “b2b”, it will not apply. If your rule is set on “Contains = B2B, B2C”, it will not apply either, as the rule will look for customers with the exact value “B2B, B2C”. If you wish to use the same behavior for multiple values, please duplicate the rule. One rule per value.Counter rule
When using specific conditions in a rule, you might want to create an additional one to handle the reversed behavior. For example, if a rule is meant to assign a workflow based on a specific filter/condition, ensure the other rule(s) counter it. Rule #1:
Actions
Finally, you can select which action this rule should perform. Each rule only supports one action.| Action | Description | Example scenario |
|---|---|---|
| Assign users | Assign users to the corresponding customer. You can specify one user or use a custom field with the email address of the corresponding users. | Assign all the Sales and CSMs to their customers depending on a custom field value |
| Assign a workflow | Assign a workflow to the corresponding customer. | Assign workflows automatically depending on countries, payment behavior, etc. |
| Assign payment methods | Assign payment methods to the corresponding customer. | Assign the card payment method to all your SMB customers |
| Exclude from Upflow | Exclude the customer from Upflow. Be careful; you will not be able to import it back afterward. | Exclude from Upflow your internal customers |
| Send a notification* | Send a notification to the person of your choice via the channel of your choice and with personalized content. | Send a notification to the customer’s CSM when their outstanding amount is over their credit limit. |