Automation Rules

An automation rule comprises two main components. Firstly, there's the trigger part, which determines when the automation should initiate. Triggers can include events like when a call is answered or when a call exceeds a certain duration, such as 30 seconds. Secondly, there's the action part, which specifies what action Nimbata should take once the trigger conditions are met. Actions can range from applying tags (e.g., labeling as "lead"), assigning a specific value (e.g., allocating $50), or setting custom properties (e.g., checking the box for custom property "Branded Campaign").

Set up an Automation Rule

Step 1. Create a trigger. Go to Lead Management > Triggers, and start building your criteria.

Call details you can use:
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. Once done, click on "Save". Don't forget to give your trigger a friendly name!



Step 2. Start building your rule. Go to Lead Management > Automation Rules, and click on "New". Select your trigger(s) and then the set up the actions. Select the tags, apply values or even a custom property.

In the scenario below we have chosen 2 triggers (value>0 and talk_duration > 120 seconds).




Then in the action section, we assign multiple tags, and a monetary value.





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

How to prioritize your automation rules

At your Automation Rules 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: 25/02/2024