EBS: Creating and Updating Rules for Selecting Contacts in Everbridge Suite

Topic

How to create or update a rule to select contacts for communications in Everbridge 360.

Description

Rules are a dynamic way of selecting Contacts based on information in their Contact Record. You set the criteria for the Rule, and when the message is sent, only Contacts meeting that criteria will receive the message.

Go to manager.everbridge.net

1. Dashboard

To create a new Rule.

Dashboard

2. Dashboard

Hover over Contacts and Assets.

Dashboard

3. Dashboard

Then hover over Contacts.

Dashboard

4. Dashboard

And select Rules.

Dashboard

5. Rules

Select the "Add" option

Rules

6. Add Rule

Click Add.

Add Rule

7. Rule Name

Click here

Rule Name

8. Rule Name

And add a Rule name.

Rule Name

9. Rule Name

Fill in "Rule A"

Rule Name

10. Rule Condition

Then click the Select Fields drop-down.

Rule Condition

11. Rule Condition

Select a Condition.

Rule Condition

12. Rule Value

And then choose the value that the condition must match in order for the contact to be targeted.

Rule Value

13. Rule Value

Navigate to the "Students" section

Rule Value

14. Rule Value

Click the selected location

Rule Value

15. And / Or

You can add multiple filters and use the And or, Or options to create more complex Rules.

And / Or

16. Rule Condition

Navigate to "Select Field"

Rule Condition

17. Rule Condition

Select the "Delivery Method" option

Rule Condition

18. Rule Value

Click the selected option

Rule Value

19. Rule Value

Choose the "Text" option

Rule Value

20. Rule Value

Click on the "Add RuleRule Name:Record TypecontainsStudents ANDDelivery MethodcontainsText ANDORSaveCancelContact PreviewDownload" field

Rule Value

21. Add Rule

Select the option to "Add RuleRule Name:Record TypecontainsStudents ANDDelivery MethodcontainsText ANDORSaveCancelContact PreviewDownload"

Add Rule

22. Contact Preview

Click Contact Preview to see a sample of the contacts this Rule targets.

Contact Preview

23. Contact Preview

Click on "ContactsAdd RuleAdd RuleRule Name:Record TypecontainsStudents ANDDelivery MethodcontainsText ANDORSaveCancelContact PreviewDownloadContact PreviewFirst NameLast NameExternal IDRecord TypeLast..."

Contact Preview

24. Download csv

Or Click Download to view the entire group within a CSV file.

Download csv

25. Save Rule

Click Save when you're done.

Save Rule

26. Save Rule

The Rule has been created and is ready to use.

Save Rule

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