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.

To create a new Rule.

Hover over Contacts and Assets.

Then hover over Contacts.

And select Rules.

Select the "Add" option

Click Add.

Click here

And add a Rule name.

Fill in "Rule A"

Then click the Select Fields drop-down.

Select a Condition.

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

Navigate to the "Students" section

Click the selected location

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

Navigate to "Select Field"

Select the "Delivery Method" option

Click the selected option

Choose the "Text" option

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

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

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

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

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

Click Save when you're done.

The Rule has been created and is ready to use.