Applying a Global Rule

Global rules apply to all contacts in all surveys linked to the contact database, except if survey-specific or group-specific rules have been set, and those have been set to "Override Global Rules".

To apply a global rule to a contact database:

1. In the hub, click the Contacts icon and go to the contact database for which you wish to set up a contact frequency rule.

2. Select View and manage to open the Manage Contact database page.

3. Click the Manage Frequency button.

   The Contact Frequency Rules page opens.

4. Click the pencil icon or "Click to edit" to set the number of "rest days" for the global contact frequency rule

   This specifies the minimum number of days to the next emailing to the same contact. For example, if you send emails to your contacts on a Monday and the "rest days" specified in the rule is 3, then the earliest you can send the next email to those contacts will be the Thursday of that week.

5. Click Save.

The rule is saved against that contact database. You can change the "rest days" to something else (click the Pencil icon ) or delete the global rule (click the pencil icon and remove the days) at any time.