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.
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:
Filters apply to customer properties, including custom fields. However, only the standard fields and types "Select" and "Boolean" will allow you to specify "Is Not" conditions.
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 behaviour for multiple values, please duplicate the rule. One rule per value.
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. |
When you are done, hit the Save & Close button at the top right. Don't forget to give your rule a name so you remember what's in it.