Skip to main content

Introduction to Dialing Rules

Dialing Rules are a cornerstone feature of the Campaigns Module in Cloverhound Cloud. They empower business users to maintain control over campaign operations, ensuring compliance with local, state, and federal regulations while offering the flexibility to customize campaign behavior.

Key Benefits​

  • Ensure regulatory compliance
  • Customize campaign behavior
  • Apply rules globally or to specific campaigns

Components of Dialing Rules​

Dialing Rules consist of three main components that work together to define how and when a rule is applied:

  1. Mode: Determines the frequency of rule application

  2. Condition: Acts as a filter to identify when the rule should be applied

  3. Action: Defines the specific action to be taken when the condition is met

How Dialing Rules Work​

  1. The system evaluates the conditions of each rule
  2. When a condition is met, the corresponding action is triggered
  3. The mode determines if the rule will be applied every time on a record or if it will be applied when the first match ocurrs.

Best Practices​

  • Start with broader rules and refine as needed
  • Regularly review and update rules to ensure ongoing compliance

In the following sections, we'll dive deeper into each component, providing examples and step-by-step guides for creating effective Dialing Rules.