Rules engine Customize specific actions that occur when certain conditions are met using the rules engine. Create a rule Set up a rule that automates an action when a specified condition is fulfilled. Create a Custom Action Set up a custom action in the rules engine to automate calling APIs and update systems of record ensuring customer information is kept relevant. Create an email action After certain conditions are met, send an automated email for a closed-loop customer experience. Create an Event Driven Survey action Use an event driven survey action to automatically send a survey invitation based on transactional data. Create a Salesforce case action An automated Salesforce case creation action can be performed after certain conditions are met for a closed-loop customer experience. Create a Slack message action An automatic Slack message is created when the conditions of a rule are triggered. Create an Alida Case action Create an Alida Case action in the rule engine and follow-up with customers within TXM. Duplicate a rule Duplicate an existing rule and use it as a template to create a new rule. Delete a rule Remove an existing rule that provides no more value to your TXM experience. Supported questions in the rules engine Refer to this topic to find a list of supported questions in the rules engine's survey selection. Insert data source variables into your action Pipe in data from different data sources to your action. Insert organizational hierarchy variables into your action Pipe in data from an organizational hierarchy to your action.
