Table of Contents

Selecting contact policies for an individual action

After you define a contact policy, you can apply it to any individual action.

If you want to define conditions for multiple actions at the same time, edit the group configuration on the Engagement policy tab of Next-Best-Action Designer. For more information, see Defining group engagement policies
  1. Create a contact policy.
    For more information, see Creating contact policies.
  2. Edit or create an action.
  3. In the Contact policy section, click the Configure icon.
  4. In the Configure contact policy window, select your new contact policy and click Add.
  5. Click Apply.
  6. Click Save.
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