Configuring Global Registration Rules

Global registration rules provide functionality to enforce or skip program registration based on a contact's previous activity. Global registration rules apply to all programs and all contacts. The Time-Based Registration Rule configured for a campaign takes precedence over the Global Rule. The Is Registration Mandatory flag, which can be set during the configuration of a program's inbound registration flow, takes precedence over the campaign-level Time-based Registration Rule and the Global Registration Rule.

For example, the Global Time based Registration Rule is set to 4 days. A contact has registered for a program within the past 4 days. When the contact registers for another program within the 4-day period he is taken to the Thank You page, skipping the registration process for the second program. You can enable or disable time-based global registration rules.

To enable global registration rules

1. Click Admin in the upper-right corner of the screen.

2. In the Registration Management section, click Global Registration Rules.

   The Global Registration Rules screen appears.

3. Click the check box to Enable Global Time-Based Registration Rule and fill in the period you want to define for the rule, and then click Save.

The flag, Is Registration Mandatory, at the program level has a higher priority than the Global Time Based Registration Rule. For programs that have the Is Registration Mandatory flag enabled, the time-based registration rules are overruled and contacts are always asked to register.

Campaign Time-Based Registration Rule

When you configure the campaign time-based registration rule for a particular campaign, and if a contact registers once for any program in the campaign, then the registration is skipped for the remaining programs under the same campaign. For example, a contact responds to a program in a particular campaign. The time based registration rule is set to 4 days in that campaign. If the same contact registers for another program from the same campaign within the 4-day period, the contact's registration is automatically updated, and he is taken to the program's Thank You page. The contact's Activity History captures registrations for both programs.

Microsite Time-Based Registration Rule

When you configure the Time-based registration Rule for a particular microsite, if a contact is already registered for an offer in the microsite, registration is skipped for the remaining offers in the microsite. For example, a contact registers for and downloads an offer from a particular microsite. The microsite time-based registration rule is set to 4 days. If the same contact registers for another offer from the same microsite within 4 days, the contact does not register again, instead the contact is presented with the offer.

Topic Time-Based Registration Rule

When you configure the Time-based Registration Rule for a particular topic, if a contact has already registered for a program in the same topic, registration is skipped for the remaining programs in the topic. For example, a contact is registered for a program in a topic and the time-based registration rule is enabled and set to 4-days. When the same contact clicks a link to register for another offer in the same topic, the registration page is skipped.