Rule sets help segment your user/group data by five different properties; business units, billing codes, and three custom fields defined by the user. Each rule set can contain multiple rules to set the values for the segmented data.
Rule sets have the ability to run on a schedule that tailors to your needs. This ensures your users and groups are updated regularly with the appropriate metadata, keeping your segments up to date. You can also enable or disable a rule set, as well as an individual rule within a rule set.
Below is an example of how to segment your users by business unit based upon their primary domain:
1.Go to Application Settings > Reporting > Data Update
2.Click Add Rule Set
3.Enter the Rule Set name and description, and choose whether to instantly enable or disable the rule set. Then click Next.
4.Click Add Rule, and enter the name of the rule.
5.Select User Objects, then Add Filter Group.
6.Click Select Field, then in the Field Name Filter/Search box, enter Primary Domain, and select the field.
7.Enter the domain which you would like to apply the rule to.
8.On the drop down menu, select is equal to for the operator. Optionally, add extra filters to narrow the scope of your rule, for example departments and/or regions. Then click Next.
9.Click Add Field, then from the drop down menu, select Business Unit, and create the name of the business unit to apply the rule to, for example BU1.
10.If you have added additional filters, such as a region or department, we would recommend you add those following the value. For example, if you have applied a Sales filter, using the same example above, enter BU1_Sales. Then click Next.
11. Review the summary and ensure the details are correct. If you would like to run the rule now, click Run Now. Then click Save. This is now added to the rules section in the rule set. Click Next.
12. Enter when you would like the rule set to run. You can run it immediately, or schedule it for a specific time.
13. Choose whether to run the rule set only once, or in recurrence. Then click Next.
14. Revise the summary for your rule set, then click Finish.
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