Automation Rules

Automation Rules allow you to classify your leads automatically. You set which types of leads you want to focus on, and Nimbata will tag, and / or assign a value to the ones that meet your criteria.

Criteria that can be set - and combined

Tracking Number - set to classify calls from specific lead gen numbers
Destination - set to classify calls from specific lead gen numbers
Call Duration - set to classify calls of a specific duration (more than, less than or between)
Talk Duration - set to classify calls of a specific talk duration (more than, less than or between)
Time - choose to classify calls during a specific time frame
Call Outcome - choose to classify calls based on their outcome (answered / not-answered)
Channel - choose to classify calls based on the marketing channel that drove them
Calling Country - set to classify calls based on caller's country
Device Type - set to classify calls based on visitor's device (desktop / mobile / tablet)
1st Time Callers - set to classify calls for new callers or repeat callers
Digits Pressed - set to classify calls if a specific digit is pressed



You can set the criteria by selecting each option and set the rule.
For example create a rule for calls that have talk time >2 minutes



Based on the tags you have configured in your account, you can select the tag that will be applied to the call (e.g. conversion)



You can also apply multiple tags!



The next step allows you to add a value to these calls (e.g. $100)



Finally set a name for this rule so you can easily access it from the Rules page.



You can easily find all of your active rules under "Setup - Automation Rules"



From this screen you can prioritize which rules should be applied first in case a call falls under more than one criteria rule. Simply drag and drop the rule to change priority.

To edit a rule click on it's name

To delete a rule, select the rule and click on the red bin from the menu



That's it!
Any calls towards your lead tracking numbers will be automatically updated with the rules you've set!

Updated on: 22/11/2022