--- title: "Rules Engine" canonical: "https://support.inphonite.com/space/KBPUB/1114734593/Rules%20Engine" format: markdown --- # Getting Started with the Rules Engine ## Controls ![image](media://4c05dc68-7dad-4a80-985f-48438a6e64c3) | **Controls** | | | | --- | --- | --- | | Save | ![image](media://156094d7-ba7b-47d0-9739-ba377571fce3) | This will save any changes you have made to the currently selected rule. | | Delete | ![image](media://82862887-8c18-4015-8980-7a0386572991) | This will delete the currently selected rule. You will have 5 seconds to undo the removal. A notification as per below will appear in the bottom right informing you of this.
![image](media://68d86bed-7a51-40cc-9ac8-ef7b37305729) | | Copy | ![image](media://c277ec73-2f36-4e12-a185-b55b41eb02ea) | This will make a copy of the currently selected rule. If you want to utilize this copy, give it a unique name and click save. | | New Rule | ![image](media://ba6191aa-5a9b-4071-8803-cb709d8fc22e) | This will launch you right into the creation of your new rule. | # Editing newly created or existing rules ![image-20240605-145612.png](media://6124f86b-531a-4fec-9d87-5be3cc66e1c7) Select the rule that you are looking to review or modify. You can tell which rule is selected by the white highlight over the name and active status of the rule. ### General ![image](media://ec64a026-a08d-4223-9427-83af521396eb) > ⚠️ For an additional cost, the High priority rule option is available to push your reminders to the front of the message queue and process them as quickly as possible. ### Scheduling ### Filtering ![image](media://1d3f108f-9570-43e6-882c-eba9f631dbd8) If you are making changes or plan to introduce custom filters to your messages, check out our article on Filtering, and how you can refine your rules to your benefit. [https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114735442](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114735442) ### Notification Plan #### Current Actions Current Actions describes the order of outreach for your messages. Use the arrows to switch the hierarchy of what is contacted. #### Available Actions | | | --- | | ***Available Actions*** | | *Email (Email)* | | *Mobile Number (Text)* | | *Mobile Number (TextCard)* | | *Mobile Number (Voice)* | | *Primary Number (Text)* | | *Primary Number (TextCard)* | | *Primary Number (Voice)* | | *Secondary Number (Text)* | | *Secondary Number (TextCard)* | | *Secondary Number (Voice)* | | *Twitter Account (Twitter)* | #### Intelligent Text routing [Premium Text Feature] ![image](media://0d89449f-cf43-478b-83e8-cfb54755439a) Intelligent text routing will test the phone number to determine if the number provided is text-capable. ### Message Selection ![image](media://26cd690b-85bb-4f7a-be21-d02e63a260cf) #### Live Person Connected + Answering Machine A voice message is played to a live person. This is only available if you have selected the action in the [Notification Plan](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114734593/Rules+Engine#Notification-Plan) above as one of the voice options. #### Email Subject + Email Body Email Subject and Email Body are two components of Inphonite that need to be [designed](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1062076417/Written+Designers#Email-Designer) and [configured](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114734593/Rules+Engine#Notification-Plan) to send. #### SecureChat SecureChat is used to send a basic message requesting the recipient to provide credentials that are unique to them (IE: UserID/Pin) confirming their identity before they are sent a more detailed and private message. #### Text message A text message is the initial text message sent to the patients. For the text responses, check out the Text Application. #### TextCard TextCards are messages sent via MMS instead of SMS and contain an image. These are used to send longer messages or include a photo of a provider or logo, for instance. Responses are handled by the text application. #### The message is delivering a survey Check this setting if you are sending an Inphonite Survey with this rule. ### Advanced Settings We have a detailed breakdown of each item within Advanced Settings [here.](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114735516) [https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114735516](https://inphonite.atlassian.net/wiki/spaces/KBPUB/pages/1114735516) #### Message Grouping ![image](media://e55bb226-2f19-46a3-976b-a2de3de720b5) ![image](media://38c59b66-f07e-49de-b251-3a7d6c57474e) ![image](media://8860229e-18e7-462d-b8d4-fa0f82ee9485)   There are two types of grouping: Contact Grouping and Message Grouping. Contact Grouping should be used if you have two or more people with appointments on the same day and the message is sent to the same number. This is common for siblings, or family members. Be certain to get explicit confirmed approval if you are sending messages utilizing this feature. Appointment Grouping allows the mention of multiple appointments in one message. This will generally be used if the patient has an appointment at one time and then another later in the day. #### Auto Retry ![image](media://4f2d4ea7-479b-4c41-b747-cacba186e5b7) This is how many times the rule will go through the current actions of the Notification Plan. By default, we set Auto retry to 3 times, as when placing a call, we may receive a busy signal and this will allow the reminder to be retried a few minutes later. This can also be done with texts in case we do not receive a text delivery receipt. > ℹ️ This will only retry until a successful delivery has been achieved. Such as Message delivered, VM left on machine, or Confirm/Cancel. ### Final Check! --- # Support If you are unable to find answers to your questions, our Technical Support Department is here to help. **Contact Us:** - **Email:** [support@inphonite.com](mailto:support@inphonite.com) to open a support ticket. **Support Hours:** - **Eastern Time:** 9:00 AM - 6:00 PM - **Pacific Time:** 6:00 AM - 3:00 PM - **Days:** Monday through Friday All requests will be responded to within one business day. Our Technical Support team addresses requests in the order they are received. Customers with Elite support will be prioritized and attended to by the next available Support Technician. **PLEASE NOTE:** Before contacting our Technical Support Team, please review our article [Before You Contact Support](https://support.inphonite.com/space/KBPUB/56950798/Before+You+Contact+Support). For more tips and useful information check out our other resources**:** ● [Inphonite Blog](https://www.inphonite.com/resources/blog) ● [News](https://www.inphonite.com/resources/news) ● [YouTube](https://www.youtube.com/user/inphonite)