I am incredibly excited to introduce you to our newest enhancement based on YOUR product feedback! We heard your thoughts on navigation and the consistency of rule editing in the Conversation Rules system. Our team has been hard at work making improvements to the Rules Manager within the My Conversations page based on these new insights.
We've updated the UI on the Conversation Rules Manager within the My Conversations page with an information labeling design. This update helps users intuitively understand each piece of information leveraged for each rule. This update also creates consistency with the edit rule function between the Fallback Rule and the standard condition rules.
These enhancements further polish this recently released feature for customers who want to build hyper-personalized messaging by segmenting their Contact into specific lists. Customers can leverage Conversation Rules to Route Contacts based on metadata captured on the record, allowing users to create a more specific context within the messaging, generating a more personalized outreach.
- Text Highlighting for adjustable context within the rules with color-coordinated information key.
- Numbered ordering to visualize which rules apply first. Rules are checked in descending order and apply if the record received matches the detail.
- The fallback rule is now edited in a pop-up window to provide clear edit information and consistency with how condition rules are adjusted.
What's Not Changing?
While you can expect a fresh new look and feel to the Conversation Rules Manager UI, rest assured there are no functionality changes to the way rules are processed.
Roll Out Plan
This update has been deployed for customers that have access to Conversation Rules. Customers integrated with Salesforce, Marketo, Microsoft Dynamics, Eloqua and Hubspot can access Conversation Rules. If you are integrated with one of these external systems and don’t see the feature under the “My Conversations” tab on the top Navigation, please contact your Account Team. There may be specific integration configurations that need to be applied.
If you have any questions, let me know down below in the comments!
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