Rule set operators

Feedback

Allocation rule sets in Vymo help determine how leads or users are assigned based on specified criteria. These rule sets use a combination of attributes, values, and operators to create efficient and relevant matches.

Components of Allocation Rule Sets

Attributes: These are specific characteristics that can relate to users or leads. Examples include First Name, Source, among others. Attributes define the aspects of users or leads that the rules will apply to.
Values: These are the specific details associated with attributes. For a user attribute like First Name, the value could be any actual name, such as "John."
Operators: Operators are the logical conditions that link attributes and values. They define how to evaluate the relationship between given attributes and values to ensure that the allocation criteria are met. Operators include conditions like equals, greater than, less than, etc., which help to refine the rule set.

How Allocation Rule Sets Work

When setting up allocation rules:

Choose Attributes: Select the attributes relevant to the allocation process, such as lead source or user availability.
Define Values: Specify the values that correspond to these attributes, tailoring the rule set to meet specific operational needs.
Apply Operators: Use operators to define how attributes and values should align to form effective allocation criteria.

These rule sets allow for dynamic and strategic allocation of leads and

Vymo supports the following operators

Operators	Functionality
`Is equal to` and `Is not equal to`	Used to match attributes and values that are numeric or a string.
`Is lesser than` and `Is* greater than`	These operators support numeric attributes and values. Example: Open lead count is an attribute and its value is 5 which is a number.
`Contains` and `Doesn't contain`	Operator that support both numbers and strings. You can select multiple values for an attribute using this operator.
`Matches`	Used for attributes whose values are either time or calender specific.
`Within` and `Is not within`	Used for attributes and values which has range metrics

Note

Contains provides the possibility of choosing multiple attributes and values, which differentiates it from Is equal to.

Similar case with doesn't contain and Is not equal to.