Rulesets are set of rules that are applied to prospects to reduce manual work. Using this feature can help in reducing the recurring tasks performed by sales rep on a daily basis.

This feature is an add-on to workflows that defines the behavior of a workflow when certain action happens. 

Basic Info

Basic Info contains name of the ruleset and ruleset owner. 

Safety Setting

Safety Settings define what should happen to prospects in a workflow while assigning prospects. This helps you in configuring - 

1. Can a prospect be added to the same workflow again?
2. Can a prospect be added to other workflow when it is already active in some workflow?

This setting also lets you configure whether you want to add unsubscribe link to the emails that will be sent from this workflow or not.

Update Prospect Stage When

This setting lets you configure what should happen to prospects stage when certain criteria are met as it moves through a workflow. Upscale allows you to set prospect stage in the following conditions -

1. When prospect is added to workflow
2. When email sent to prospect via workflow bounces
3. When first email is delivered or a call is connected to prospect
4. When prospect replies on email or the outcome of a call step is marked as positive
5. When prospect finishes workflow but has not replied
6. When prospect finishes workflow and doesn't reply after X days

How to associate ruleset to a workflow?

The functioning of a workflow is governed by the ruleset that is associated with the workflow. To associate a ruleset to a workflow -

• Go to Workflow 
• Click on the workflow in which you want to add ruleset
• Go to Settings tab in the workflow
• In the screen that appears, go to Basic Info > Workflow Ruleset
• Select the applicable ruleset from the dropdown
• Click on Save

Learn how to Create workflow rulesets and Edit, delete and manage workflow rulesets