Support | Doing More| Subscriber Rules

• A rule based solution that fires in real time when a record has been updated or created and meets your criteria.
  

• It works with accounts, contact and lead records. If you are looking to work with other objects then please check out our import wizard.

• Subscriber rules are specific to a subscriber list. You can have different rules for different lists.

• A subscriber list can have a maximum of 4 rules, one of each type i.e.
  

  • Add contact.
  • Remove contact.
  • Add lead.
  • Remove lead.

Video Overview

Below is a detailed video overview on working with Subscriber Rules. You can skip to specific sections by hovering on the timeline or clicking on the play bar's chapter list.

Creating Rules

1. Go the subscriber list you want to work with in Salesforce.
   

2. Click on Show more then Subscriber rules option.
   

3. You can choose between four different rule actions -
   

   • a. Add contact subscriber rule.
   • b. Add lead subscriber rule.
   • c. Delete contact subscriber rule.
   • d. Delete lead subscriber rule.

   Once you have selected the rule you want to work with click the Edit button.

4. Enter a rule name and optionally a description.
   

5. If you are working with an add rule you can choose the evaluation time.
   

6. Rule criteria you don’t have to specify any criteria.  This would mean any record that was created or edited would trigger the rule. You can add criteria to restrict which records cause the rule to fire i.e. adding criteria for a record that was created today would only cause the rule to fire for a record that met that criteria.
   

7. Rule logic by default are ANDs, so if you have more than one rule criteria the record needs to meet all conditions. You can change this to use a combination of AND/OR i.e. 1 OR 2. To define more complex relationships, use Salesforce's filter logic.
   

8. Once you are happy with your rule you can click Save. You will also be prompted to enable the rule when saving if it is disabled.
   

Preview Rules

To help establish if your rule would bring back the correct records you can click the preview Rules button. This queries Salesforce based on your rule criteria and brings back example records.  Within the sample, you can then search to find a specific record.

Retrospective Run

If you have just created or changed a rule and want to make sure existing records that currently meet the criteria update Campaign Monitor you can run this option. This will trigger a process to run the rule against all contact or lead records depending on which rule you are viewing.

Triggering Rules

Subscriber rules are built using standard Salesforce triggers and Apex code. Salesforce requires users to have permission to fire triggers and execute Apex code. To help we have provided permission sets to make this process as easy as possible. The key point being if you have set up subscriber rules, ideally all users should have one of our permission sets so that they can trigger correctly (see: Adding a permission set).

Salesforce Site User

The guest site user is a special type of Salesforce user generally linked to a force.com site or application that uses force.com. Like other users it can create or update Salesforce records. Similarly to the above section on triggering rules a guest site user will also need a permission set. To help we have created a special permission set (Campaign Monitor - Guest Access) which can be assigned to enable subscriber rules to trigger and process correctlysee: Adding a permission set).