Enrollment rules can be applied to segment-targeted and behaviorally-triggered campaigns to further refine the campaign's audience. If the campaign is a series of touchpoints, enrollment rules are reapplied after every touchpoint based on the current status of the enrollment rule. For example, if a list is used as an enrollment rule, the list membership is checked before each touchpoint is sent.
Activity: Allows inclusion based on whether a customer has/has not had activity in a defined timeframe.
Ex. Send a browse abandonment campaign to customers who have not been active in the last hour.
Campaigns: Allows inclusion based on whether a customer has/has not received campaign(s) in the defined timeframe.
Ex. Send a promo email to customers who haven't heard from you in the last week.
Lists: Limits the campaign to customers on a specific list.
Ex. Send a product announcement to customers who are signed up for your Product News list.
Frequency: The frequency constraint limits how often the customer can qualify for the campaign within an hour.
Ex. If a customer subscribes twice in succession, only send one welcome email.
Latency: The latency constraint allows a campaign to be suppressed if the trigger event is delayed.
Ex. Do not send a confirmation email for events older than 1 hour.
Volume: The volume constraint allows for the pacing of the campaign based on the total number of messages sent in an hour.
Ex. Send only 1000 messages per hour for a promo, to avoid overwhelming your website.
Reachability: Typically a campaign is not sent to customers who have historically been unreachable. The reachability constraint allows for an override of reachability for key communication.
Ex. Always send an order confirmation, even if the email might not be reachable.