How Parent Rules Help Create Complex Lead Processing Rules

Follow

Parent Rules let you create complex actions. You can assign a parent rule to any rule you are creating. When you add a parent rule to the rule you are creating, you are also turning the rule you are creating into a child rule. This makes contactus.com incredibly versatile, because you can create combinations of rules. As your lead capture and lead management processes become more sophisticated, you will have the capabilities of increasing the complexity of automatic lead processing. We don’t recommend you start creating rules as complex as these until you have set up and used simple rules for a while. After adding and working with a few simple lead processing rules, the need to add a parent rule will be evident and easy enough for you feel as though it’s the natural next step.

Following our earlier example, you could use parent and child rules to tell ContactUS.com where to send a custom email based on the location the lead specifies. If from NYC, to the NYC team, if from Chicago to the Chicago team and well, you get the point.

They way parent and child rules work is simple. If you tell one rule that its parent is this-other rule, then the child rule will only be active if the parent rule is active. If you set a "Parent" or "Parent Rule" you are basically telling ContactUs.com that the actions of the rule you are creating will only happen when the "Parent Rule applies". When you select a “Parent Rule” for the rule you are creating or editing, you need to think of the new rule you as a “Child” rule. Now we will go over what would actually happen: New lead submits a form - Does a parent rule get activated? Yes? Then the child rule get activated. No? Then the nothing happens.

 

 

Lets pretend you have created a form called “Get Quote Form” and that you want to automatically send an SMS message to a sales-rep if lead lead comes in through your brand new “Get Quote Form” but-only!... if the lead says he or she is ready to buy.

When the new lead submits a form, the parent rule will first make sure what-form the lead came-from.

Once it knowS its from the “Get Quote Form” the child rule comes into action.

The child rule will ask if the lead selected the ASAP option for the question: When are you thinking about buying? / If “ASAP” is selected, then an SMS message is sent to the specified mobile number. (This way you will have a strong trigger to call your hottest leads ASAP).

At the same time, you could also create a new rule, and tell that rule that its parent rule is the rule that sends an SMS message. So every time the rule that sends an SMS is activated, the new lead will also be marked as an important lead.

 

 

So Parent Rules let you create complex actions. You can assign a parent rule to any rule you are creating. When you add a parent rule to the rule you are creating, you are also turning the rule you are creating into a child rule.

 

You can create all of the rules using this simple Rule Creation Wizard.

You can find the lead processing options under the marketing TAB in paid accounts. As you can see it has all of the requirements to create both simple and complex rules.

--The top part includes the Rule Name, something that is especially important to keep things simple and avoid getting confused. Then you have the Parent-Rule Selector, keep in mind this can stay blank, you don’t have to choose a parent rule, and you should only use parent rules when it makes sense to so.

--The next group of fields are then ones where you build the logical statements or the conditions that will activate the rule. The first part is the parameter, it’s the lead data field that will serve as criteria. The second part is the logic, the one that will set the range of the rule, such as “Contains”, “is bigger than”, “Is equal to”, and so forth.

The final group of fields is to define de actions. You can choose an action when the conditional statement turns out to be true and you can set a separate action when the conditional statement turns out to be false. Parent rules don’t need to have any actions set. Child rules can operate with only one action set (For either true or false). So you can leave actions blank.

For each of the different actions, the UI shows a different set of conditions. We will review this in detail in our next video.

Have more questions? Submit a request

Ask here, we will answer ASAP.

We prioritize answering community questions over individual support tickets.

Powered by Zendesk