By default, creating a new campaign will generate presentations for all contacts. The Generate Conditions tab allows you to choose which contacts you would like to generate a presentation for. Click on the dropdown under “When are presentations generated?” to get started.
Select an option for when you would like presentations to be generated. The options include:
- Generate for all contacts
- Generate when all conditions are met
- Generate when at least one condition is met
- Don’t generate when all conditions are met
- Don’t generate when at least one condition is met
In this example, we will select “Generate when all conditions are met.”
Click on the Add Condition button to start building a generation condition. Select a variable and expression from the dropdowns and enter a value. You may repeat these steps to add multiple conditions.
In this example, we will select the contact field
renewal_authority as the variable,
is equal to as the expression and enter
true as the value.
The following condition evaluates to true for the selected contact, John. You may click on the contact picker to evaluate the condition for other contacts. When you are finished adding conditions, press the Save button to save your changes.
The next time you go to create a new campaign, you will have to confirm your generation conditions in the popup shown below. If you wish to change or remove the conditions, press the Edit Conditions button to navigate back to the Generate Conditions tab.