Limit rule actions

Set limits in the rules engine to prevent surveys being sent too many times.

Note: The Event Driven Survey toggle will override community engagement rules in Community.

• Activate the limit rule actions toggle.
  1. Click the App Drawer and select Actions.
  2. In the navigation bar, click Product Settings > Limit Rule Actions.
     
  3. Click the toggle next to Event Driven Survey and activate the limit.
     
  4. Indicate a period of time the platform will wait before it sends out another event-driven survey.
     Note: The default setting is 3 months.
  5. Click Save.
  6. A confirmation dialog appears, click Confirm to authorize the system to track when event-based surveys are being sent.
• Deactivate the limit rule actions toggle.
  1. Click the App Drawer and select Actions.
  2. In the navigation bar, click Product Settings > Limit Rule Actions.
     
  3. Click the toggle next to Event Driven Survey and deactivate the limit.
     
  4. Click Save.
  5. A confirmation dialog appears, click Confirm to authorize the system to always send an event-based survey to the recipient.
     Note: This can cause multiple event-based surveys to be sent to the same person in a short period of time.

Parent topic: Rules engine