Actions for Contact Rules

These are the actions that you can choose for contact rules.

Action	Description
Set Field	Select this option, then select a field to set. At least one of a contact’s state fields must be set to Yes. If the contact has two of its three states (Service, Opportunities, or Outreach) set to No and a rule action sets the third state to No, the action will not be executed.
Service State	Select Yes or No to set the Service state on the contact record.
Opportunities State	Select Yes or No to set the Opportunity Tracking state on the contact record.
Outreach State	Select Yes or No to set the Outreach state on the contact record.
Global Opt-in	Select Yes or No to set the contact’s global opt-in choice.
Survey Opt-in	Select Yes or No to set the contact’s survey opt-in choice.
Disabled	Select Yes or No to disable the contact record. You might want to use this action to disable any contact records that have been created through spam email. To do this, create a rule with a condition for an email address containing the domain name and an action to set the contact to disabled.
Contact Type	Click this drop-down list and select an option.
Banner Flag	Sets the importance of the flag to the level you select from the drop-down list and adds any text you type in the Banner Note field.
Set Date Acquired	Click the drop-down list on the left, select one of the following options, and then click the drop-down list on the right: Equals—With the current month calendar open, select the date acquired. Use the arrows to change the month if necessary. Equal to the Value of—Select one of the following time options: now, the date the contact was acquired, or the date the organization was acquired. Increment by—In the open window, select direction, offset, and units for incrementing the acquired date. Decrement by—In the open window, select direction, offset, and units for decrementing the acquired date.
Modify Service Level Agreements	Select one of these options to create or terminate an SLA instance.
Create SLA Instance	Lets you select an SLA from the drop-down list and apply it to the contact.
Terminate Existing SLA Instance	Terminates the contact’s SLA instance. This action does not terminate an SLA instance that was created during the current editing session, only a previously existing one.
Set Custom Field	Select a contact custom field and set the value. You must add a contact custom field to your site for it to display.
Set Variable	Set the variable to an absolute value, increment or decrement the variable, or append or prepend a character string. The available actions depend on the variable data type. For variables to display, they must be added to the Rules tree.
Email	Select one of these options to send an email to the contact. If you delete an email or transactional survey that is used in a rule, the rule base can still be activated, but the action will not be executed, and you will not be notified that the email was not sent.
Send Marketing Email	Sends the mailing you select from the drop-down list to the contact. The default time for sending the mailing is 0 hours, but you can specify the number of minutes, hours, or days after rules processing ends that you want to send the mailing.
Send Transactional Survey	Sends the survey you select from the drop-down list to the contact. The default time for sending the survey is 0 hours, but you can specify the number of minutes, hours, or days after rules processing ends that you want to send the survey. The survey will only be sent to the contact once per incident, regardless of how many times the rule is matched. At least one transactional survey (set for rule visibility) must have been added for this option to appear.
Execute Object Event Handler	Select this action to trigger a custom process and then select the type of object event handler from the drop-down list. For objects to display in the Execute Object Event Handler drop-down list, they must be added on the process designer and then the process model must be deployed.
Execute External Event	If you need to trigger a custom process, we recommend that you use the Execute Object Event Handler action described in the previous row.