Manage Channel Rules

Drive more value from your Store using Channel Rules. Your Channel Rules Engine leverages powerful technology to automate and organize your Request and Lead workflows. Create rules to progress Requests and Leads from inbound to qualified or even automatically disqualify them.

In this article, you'll learn how to create and manage your Channel Rules.

Note: This feature is available to all Suppliers on Marketplace or the Customer Experience Platform.

Contents

Create a Channel Rule

Manage Channel Rules

Filter Your Channel Rules Grid

Sort Your Channel Rules Grid

Create a Channel Rule

Channel Rules automate your company’s Request and Lead workflows and streamline your review processes. Follow the below steps to create your first Channel Rule or connect with your Customer Success Manager for assistance.

To create a Channel Rule:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click Create Channel Rule in the top right corner of the Channel Rules page
3. Enter a Rule Name
4. Define rules by adding as many attributes as needed in the Channel Rules section
5. Set the frequency of your notifications: 
   1. You can be notified in real time, receive daily or weekly digests, or mute all notifications.
   2. You can send notifications to other representatives (CC) by entering their emails separated by a comma in the respective field.
6. Click Create on the top right

Manage Channel Rules

Quickly view and manage your created rules from your Channel Rules page where you can view the Rule title, Conditions, Assignee, or take action on all of your rules. You can Filter, sort, and view your Team Rules and Distributor Rules all within the grid. 

To pause a channel rule: 

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the pause button on the right of the channel rule you want to pause 
3. Toggle Automatically unpause assignment on specified date in the confirmation popup
4. Click Pause in the Pause Assignment confirmation popup

Tip: Set a scheduled date and time to unpause your rule by toggling on Automatically unpause assignment on
specified date

To unpause a channel rule:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the unpause button on the right of the channel rule you want to unpause
3. Click Unpause in the Unpause Assignment confirmation popup

To edit a channel rule:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the edit icon on the right of the channel rule you want to edit
3. Edit the channel rule by updating attributes in the slide out modal
4. Click Save on the top right of the slide out modal

To delete a channel rule:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the trash icon on the right of the channel rule you want to delete
3. Click Delete in the Delete Assignment confirmation popup

To duplicate a channel rule:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the + icon on the right of the channel rule you want to duplicate
3. Click Duplicate in the Duplicate Assignment confirmation popup

Understand how to configure a default inbox and manage your groups here. 

Filter Your Channel Rules Grid

To filter your Channel Rules grid:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the filter icon in the top right of the grid 
3. Select an option from the dropdown to filter by such as Leads, Document Request, Sample Requests, RFQs, or Orders 
   1. Click All from the drop-down to remove filter options 
4. Search your rules by using the Search rules bar on the left of the filter icon

Sort Your Channel Rules Grid

To sort your Channel Rules grid:

1. Navigate to your Channel Rules grid under Settings in the left hand sidebar
2. Click the down arrow ↓ in the top right corner of the grid 
3. Select an option from the dropdown to sort by such as Date Created, Assignment Name, Assignment Type, or Assignee
4. Select Ascending or Descending

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