Campaign Rules streamline your outreach by automatically managing contact statuses, engagement outcomes, and campaign flow. This ensures consistency, accuracy, and compliance without requiring manual oversight.
Campaign Rules are managed within a campaign’s settings. These rules are only editable before launching a campaign. Once the campaign starts the automation page is locked and disabled to protect data consistency.
If a user tries to launch a campaign prior to modifying the campaign settings, they will receive a warning reminder to edit the campaign settings. The user can choose to edit the Campaign Settings, or proceed with launching the campaign as is.
Pro-Tip
Pro Tip: Always review Campaign Rules before launching. Even small misconfigurations (like forgetting to skip calls for missing phone numbers) can create unnecessary tasks for your team once the campaign is live.
Automation Options
Within the Campaign Rules section, users have the ability to customize and set rules specific to that campaign.
A Reset option is available in the top right corner of the Campaign Rules section. This restores all automation settings to their default state if you need a clean slate.
Contact Status
Users can customize the update the contact status for when a contact replies within your campaign, and when they should be marked as completed from a campaign.
Contact Replies - If a contact replies while in a campaign, their Contact Status is automatically updated.
Default: “Interested” (can be customized from the dropdown).
Campaign Completion - If a contact’s status is changed to a desired, they are automatically marked as “Completed” for the campaign.
Default: “Interested,” but other statuses can be selected.
Pro-Tip
Pro Tip: Align your automation status updates with your sales process. For example, set replies to “Engaged” if you want reps to qualify leads manually instead of defaulting directly to “Interested.”
Default Automations
These safeguards are mandatory and always enabled and cannot be edited or turned off:
Unsubscribe Protection - Automatically removes contacts from the campaign if they unsubscribe from a campaign email.
Bounce Protection - Automatically skip all email steps if all email addresses for a contact bounce.
Bounce Statuses: Marks engagement status as Bounced if an email bounces or is flagged as spam.
Spam Protection
To protect your domain’s reputation by having contacts automatically removed from the campaign if any of the emails for a contact bounce. Check the box to enable this option.
Email
Before a contact enters a campaign, Seamless.AI verifies rules to prevent invalid entries. For example, if a contact has no valid email address, they will not be allowed into the campaign.
However users can further customize settings and actions specific to email events in a campaign. Users can check the setting to enable.
- Automatically complete contacts from the campaign if they reply to an email.
- Automatically skip email steps if no valid email addresses exist.
Pro-Tip
Pro Tip: Use Seamless.AI’s email validation to keep deliverability high. Running campaigns with clean, validated emails reduces bounces and protects your sender domain.
Call
Customize settings and actions specific to call events in a campaign. Users can check the setting to enable.
- Automatically skip call steps if a contact does not have a contact or mobile phone number.
By leveraging campaign rules, users can reduce manual oversight, ensure compliance, and maintain accurate campaign reporting.