Building an Insight's Rules

Insight rules determine when your insight is shown to a user. The Rule Builder page gives you a quick way of building a rule for your insight.

  1. Click a template option in the Select Template panel.

    2. For example, if you click IF A AND B, you get fields for a rule with that structure:

  2. Select a signal in the first field of the first line (line A in the template you selected).

  3. Choose a comparison operator in the next field. The selection of operators you get depends on what you chose in the first field. For example, if you chose a Boolean signal, No/Yes options are displayed (as shown below).

  4. If appropriate, you now get an additional field to choose another signal to compare with the first one. Select a signal in the drop-down (as shown in the example below).

  5. Continue adding details to the line until it is complete. You will notice that the circle switches from red to green when a line is valid (as indicated in the example below).

  6. You now need to add the details of any additional lines (B, C) in the template you selected in step 1.

  7. The following actions are available to further configure your rule:

    • Use the handle areas on the right to drag and drop parts of the rule to different positions.

    • Use the plus icons to add more lines to the rule.

    • Click one of the blue bars on the left of the line to toggle between IF-OR and IF-AND.

    • If you need to delete a line, use the trash can icon. (This is available only if more than one line exists in the rule.)

    • The Add Indent icon allows you to nest lines within your rule functions.

  8. Click Save when your rule is ready.

Running Tests on the Rule

You can test a rule to see how many matches there currently are for the rule.

Note: The test function does not work for rules in a Contact Insight scope.

  1. Click the Run Tests button to begin.
  2. Click the Matched and Missed segments in the chart to get a list of the matches and misses, respectively.
  3. Click an individual item in the list to go to the relevant Salesforce record. (You can do a type-ahead search for the opportunity you want to look at.)

  4. For a list of the signals for a particular opportunity, click the eye icon on the right. Lines that passed are shown in green. Lines that failed are red. Untested or uncalled lines are shown in black.