Rules and Triggers Step #1 - Setup your rule

Not a fan of text? Watch a video guide here!

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Go to Settings, then click "Add a Rule"

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Rule Name

Sounds trivial, but when you reach 1,000 rules and you've named them "Rule #125", you won't be laughing out loud... Try and give your rule a name that will help it identify it easily.

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Direction

We let you create rules for inbound or outbound messages.

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Sending SMS

This refers to delivery receipt management.

In other words, when you send out a campaign, you'll be able to set rules to manage delivery receipts.

Receiving SMS

Whether you want extensive automatic management of an inbound campaign, or you would like to manage general replies, select "receiving" if you'd like to trigger rules when messages are coming in.

 

From/To (Numbers)

If you want to restrict your rules by the numbers you send your SMS from or receive your SMS to, this is your chance!

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Any number

It doesn't matter if the message is sent from or received to a dedicated or a shared number... the rule will apply.

Shared Numbers

Only messages sent from or received to shared numbers will trigger the rule.

Dedicated Number

If you have dedicated numbers this option will display. Only messages sent from or received to the dedicated numbers you select will trigger the rule.

 

Keywords

Here is where you'll specify what keywords (if any) will determine when the rule happens. 

  • If you leave these boxes empty, it will mean that ALL MESSAGES will be affected by the rule.
  • If you enter some keywords in the "begins with/contains" box, and some others in "doesn't contain" box, then the rule will apply when ALL those conditions are met.
  • The boxes are not case sensitive (for example, if you enter the word "STOP" and someone messages the word "stop", the rule will still apply).
  • Keywords are comma separated.

 

Let's say you are creating an "Unsubscribe rule". 

You would like all messages that have the words "stop", "stoppen", "basta" and the phrase "that's enough" to be unsubscribed.

Separate the keywords with comma. If you'd like to enter a phrase, separate the words with spaces (as you do) and only enter the comma when you reach the end of the phrase (in "that's enough" case, you would enter the comma at the end of "enough"). Each word/phrase will appear in a blue box if you have done this correctly.

 

Begins with/ Contains

If you enter the keywords in the box and the "contains" radio button and "match ANY" are marked, then any messages with any of those words will trigger the rule.

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If you select "begins with" and "match ANY", the rule will apply for all messages that start with any of these keywords.

If "begins with" and "match ALL" are marked, then only messages beginning with all keywords will trigger the rule.

If you select "contains" and "match ALL" are marked, the rule will only apply when all the listed the keywords are included in the message.

 

Doesn't contain

If you leave this box empty, then any messages abiding by the contains/begins with keyword will trigger this rule. Otherwise, if you want to exclude messages that have certain words/phrases, enter them here.

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When you are done setting up the rule, click next to select what actions will be triggered!

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