1. Is the rule based on criteria or an action the prospect takes?Action—Use a completion action.Criteria—Go to step 2.
2. Action—Use a completion action.
3. Criteria—Go to step 2.
4. Is it a one-time automation?Yes—Use a segmentation rule.No—Go to step 3.
5. Yes—Use a segmentation rule.
6. No—Go to step 3.
7. What is the goal?Update a list—Use a dynamic list.Action based on criteria—Use an automation rule.
8. Update a list—Use a dynamic list.
9. Action based on criteria—Use an automation rule.