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Setting up "Rule"

Rules are a great way to setup specific Triggers and Actions.

A common example might be that IF (Trigger) a subscriber has #tag_a applied THEN (Action) remove #tag_b


1. To get started creating a rule just click on "Engage > Automation" from your left navigation area.

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2. Next click on the "New Rule" button on the lower right area of your screen.

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3. Please watch this video for an explanation of setting up Triggers and Actions for Rules