使用規則集 rule-sets

在此頁面上:​將群組頻率上限、無訊息時間以及歷程上限規則整合為規則集,讓您能夠控制每個客戶接收通訊的頻率與數量。

開始使用規則集 gs

什麼是規則集? what

規則集讓您可以​先將許多規則設為群組改成規則集,再將這些群組套用至選擇的歷程、行銷活動。 這提供更明確的顆粒度,以便限制客戶在特定時段內可以進入的頻率、歷程次數,或可根據通訊類型,控制使用者接收到訊息的頻率。

您可以建立兩種型別的規則集:

  • 管道​規則集套用規則至通訊管道。 它們可讓您設定:

    • 頻率上限規則 - 每天傳送不超過1封電子郵件、簡訊、推播、直接郵件或WhatsApp通訊。
    • 安靜時數規則 - 請勿在早上8點至晚上9點的時段以外傳送電子郵件訊息。
  • 歷程​規則集將專案與並行上限規則套用至歷程。 例如,請勿同時在多個歷程中輸入設定檔。

➡️ 在影片中探索此功能

權限 permissions-frequency-rules

若要使用商業規則,您需要下列許可權:

  • 檢影片率規則:存取和檢視商業規則。
  • 管理頻率規則:建立、編輯或刪除商業規則。

若要了解權限的詳細資訊,請參閱本章節

全域和自訂規則集 global-custom

第一次從​管理 > 商業規則​功能表存取規則集時,預設規則集已預先建立且作用中: 全域預設規則集

此規則集包含全域規則,您可以套用這些規則來控制使用者跨一或多個通道接收訊息的頻率。 此規則集中定義的所有規則都適用於所有選取的管道,不論通訊是從歷程或行銷活動傳送。

除了此「全域預設規則集」規則集之外,您還可以建立可套用至任何歷程或促銷活動的​ 規則集 ​以套用特定上限規則。 瞭解如何建立自訂規則集

建立並啟動規則集 Create

若要建立規則集,請遵循下列步驟。

NOTE
您最多可以為管道網域建立10個規則集,並為歷程網域建立10個規則集,總共有20個規則集。
  1. 存取​ 規則集 ​清單,然後按一下​建立規則集

  2. 為規則集定義唯一名稱並新增說明。

  3. 選取規則集的網域,然後按一下​儲存

    • 頻道​網域:套用上限規則或無訊息時數規則至通訊頻道。
    • 歷程​網域:將專案與並行上限規則套用至歷程。

  4. 定義您要新增至此規則集的規則。 若要這麼做,請存取規則集並按一下​新增規則

  5. 視需要設定規則引數。 規則可用的引數取決於建立時選取的規則集網域。

    有關如何設定歷程和管道規則的詳細資訊,請參閱以下章節:

  6. 按一下​ 儲存 ​以確認建立規則。 您的訊息已新增至規則集,狀態為​草稿

  7. 重複上述步驟,視需求將任意數量的規則新增至規則集。

  8. 建立時,規則具有​ 草稿 ​狀態,尚未影響任何訊息。 若要啟用此功能,請按一下規則旁的​ 其他動作 ​按鈕,然後選取​啟用

  9. 啟用規則集,以便將其套用至您的歷程和訊息。

    note
    NOTE
    完全啟用規則或規則集最多可能需要10分鐘。 您不需要修改訊息或重新發佈歷程,規則就能生效。
  1. 您可以根據建立規則集時選取的網域,將規則集套用至訊息或歷程。

    以下各節提供如何套用規則集的詳細資訊:

存取及管理規則集 access-rule-sets

所有建立的規則集都會顯示在​管理 > 商業規則​功能表中。 它們會依上次修改日期排序。

按一下規則集名稱,即可檢視及編輯其內容。 該規則集中包含的所有規則都會列出。 右上方的內容功能表可讓您編輯規則集的名稱和說明、加以啟動及刪除。

針對規則集中的每個規則,其他動作​按鈕可讓您編輯規則、啟動規則及刪除規則。

若要停用規則或規則集,請按一下所要專案旁的​ 更多動作 ​按鈕,並選取​停用

其狀態將變更為​非使用中,而且此規則將不會套用至未來的訊息執行。 目前執行中的任何訊息都不會受到影響。

NOTE
停用規則或規則集不會影響或重設個別設定檔的任何計數。

作法影片 video

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page explains how to create channel and journey rule sets that group frequency capping, quiet hours, and journey capping rules, how to activate them, and how to apply them to journeys and campaigns.

Intents:

  • Understand channel rule sets versus journey rule sets and what rules each holds
  • Create a rule set, choose its domain, add rules, and activate the rules and the rule set
  • Use the pre-created Global Default Rule Set or create custom rule sets
  • Apply a rule set to a message or a journey based on its domain
  • Access, deactivate, and delete rule sets

Glossary:

  • Rule set: A group of multiple rules applied to the journeys and campaigns of your choice (product-specific)
  • Channel rule set: A rule set that applies frequency capping rules or quiet hours rules to communication channels (product-specific)
  • Journey rule set: A rule set that applies entry and concurrency capping rules to a journey (product-specific)
  • Global Default Rule Set: A default rule set, pre-created and active, whose global rules apply to all selected channels for journeys and campaigns (product-specific)
  • View Frequency Rules / Manage Frequency Rules: Permissions to view, and to create, edit, or delete, business rules (product-specific)

Guardrails:

  • You can create up to 10 rule sets for the channel domain and 10 rule sets for the journey domain, for a total of 20 rule sets (hard limit).
  • Working with business rules requires the View Frequency Rules permission (view) and the Manage Frequency Rules permission (create, edit, delete).
  • A rule starts with the Draft status and does not impact any message until you activate it and its rule set.
  • It can take up to 10 minutes for a rule or rule set to be fully activated; you do not need to modify messages or republish journeys for a rule to take effect.
  • Deactivating a rule or rule set sets its status to Inactive; it does not apply to future message executions, does not affect messages currently in execution, and does not affect or reset any counts on individual profiles.

Terminology:

  • Canonical name: rule set — Acronym: n/a — variants: rule sets, business rules
  • Synonyms: none
  • Do not confuse: “rule set” (a group of rules) ≠ “rule” (a single rule inside a rule set)
  • Do not confuse: “channel rule set” (frequency capping or quiet hours rules) ≠ “journey rule set” (entry and concurrency capping rules)
  • Do not confuse: “Global Default Rule Set” (pre-created global rules applying to all selected channels) ≠ custom rule sets (applied to specific journeys or campaigns)

FAQ:

  • Q: What are the two types of rule sets? — Channel rule sets (frequency capping and quiet hours rules) and journey rule sets (entry and concurrency capping rules).
  • Q: How many rule sets can I create? — Up to 10 for the channel domain and 10 for the journey domain, for a total of 20.
  • Q: What permissions do I need? — View Frequency Rules to view business rules and Manage Frequency Rules to create, edit, or delete them.
  • Q: How long does activation take? — Up to 10 minutes for a rule or rule set to be fully activated, without modifying messages or republishing journeys.
  • Q: Does deactivating a rule reset profile counts? — No, deactivating a rule or rule set does not affect or reset any counts on individual profiles.
  • Q: What is the Global Default Rule Set? — A pre-created, active rule set whose global rules apply to all selected channels for both journeys and campaigns.
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