Rule 1 - Set a Tag

To set a tag on a Person Record:

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Set (Name of Tag) Tag

   • Base - Prospects

   • Type - Tag

   • Trigger - Upon Update (Deferred)

   • Folder - Tags

   • Exclusivity Group - Set (Name of Tag) Tag

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 1

4. Click Save.

Configure the appropriate filters:

• Select the filter criteria to determine the population who should have this tag set on their record.

Configure the appropriate action:

• Tag - Select the tag to be set.

• Action - Select Set.

Rule 2 - Unset a Tag

Remove the tag for those records who do not meet the criteria for the first rule. Remember that a “set tag” and “unset tag” rule cannot manually be set or unset on records. Rules will override any manual action taken on a record.

Also, all records that meet the filter criteria to have the tag set (Rule 1) will receive the tag, and no other rules in the exclusivity group will be evaluated. If Rule 2 is being evaluated, it means that the record does not meet the criteria to have the tag set. Therefore, the tag should be unset.

1. Click Database in the top navigation bar and select Rules Editor.

2. Click New Rule.

3. Enter the following configurations in the popup window:

   • Name - Unset (Name of Tag) Tag

   • Base - Prospects

   • Type - Tag

   • Trigger - Upon Update (Deferred)

   • Folder - Tags

   • Exclusivity Group - Set (Name of Tag) Tag

   • Non-deterministic - Rule is deterministic and has an exclusive priority.

   • Priority - 2

4. Click Save.

Configure the appropriate filters:

• Select the filter criteria to determine the population who should have this tag unset on their record.

Configure the appropriate action:

• Tag - Select the tag to be unset.

• Action- Select Unset.