Creating and managing rulesets

Tech admin, Business admin

Gong Engage*

How to create a ruleset

Engage > Rulesets

1. Click Create ruleset

2. Give your ruleset a name and description 

3. Configure each rule within the ruleset. There are several categories of rules:

   1. Flow exclusivity. Controls whether this flow is exclusive, meaning a person can’t be added to other flows at the same time. Whether or not this rule is configurable depends on your company’s Flow settings for flow exclusivity

   2. Outbound emails. Set opt-out settings. Choose whether or not to display an opt-out footer for all emails in the flow. Whether or not this rule is configurable depends on your company’s Email settings for displaying opt-out footers.

   3. Response handling. Controls what happens when someone replies, books a meeting, calls back, or their email bounces.
      
      
      Customizable triggers and actions include:

      1. Replies via email → Pause the flow, stop the flow, or continue the flow and optionally create a response to-do

      2. Meeting booked → Pause the flow, stop the flow, or continue the flow and optionally create a meeting booked to-do 
         

4. Click Save. Your ruleset is now ready to be applied to flows.

How to edit a ruleset

Engage > Rulesets

1. Click > Edit

2. Make your changes and click Save

When you make a change to a ruleset, that change is instantly applied to all flows where the ruleset is being used.

How to manage your company’s rulesets

Engage > Rulesets

On the Rulesets page, see each ruleset’s name, description, how many flows it’s currently applied to, who created it, and who last modified it.

Use the search to find a ruleset by name, description, or the name of the team member who created or modified it.

Sort the list of rulesets by clicking ↑ or ↓ in the column header you want to sort by.

How to set a ruleset as default

Engage > Rulesets

1. Click > Set as default

There is always one default ruleset. Whichever ruleset is set as the default is automatically applied to new flows when they’re created. The ruleset for individual flows can be changed later by anyone who has permission to edit the flow.

How to apply a ruleset to flows

Engage > Rulesets

Apply a ruleset to multiple flows from the Rulesets page. You can also manage a specific flow’s ruleset from the flow’s settings.

Apply a ruleset to multiple flows

Engage > Rulesets

1. Click > Apply ruleset to flows

2. Select the flows you want to apply the ruleset to

3. Click Next

4. Click Apply

Once applied, you can always change a flow’s ruleset if needed.

Manage a specific flow’s ruleset

Engage > Flows > Select flow > Settings

1. Click Change ruleset

2. Select the ruleset you want to use and click Select

3. Click Save for the changes to take effect

You can view the ruleset details from the flow settings, but you cannot edit them directly from here. Once applied, you can always change a flow’s ruleset if needed.

*The features available to you depend on your company’s plan and your assigned seats.