Program settings include rules that limit the contacts in a contact list you use. You can choose to:
- Not automatically add contacts
- Add all contacts from the contact source
- Add contacts based on an event
You select you can Limit to contacts that match rule: Setup Rule. This option offers profile criteria but not behavior criteria.
Within the program
Within the Decision point configuration, you can Route contacts who match These Rules.
- CRM Opportunities
- Relational tables
Update profile data
Populate a field when a contact reaches a point in the program use the Update Profile Data option.
Your program settings can include a rule that limits to contacts that are in the contact list you are using. After contacts are harvested into the program, the Update Profile Data action updates the field you specify.