1. Navigate to Marketing | Automation | Automation Rules.
2. Click + Add Automation Rule.
3. Name the rule.
4. (Optional) Select Repeat Rule. This option controls how many times the rule can match a prospect. If the rule is set to repeat, you can’t change this setting after you resume.
5. Select a match type.Match All—Prospect must meet all criteria to match.Match Any—Prospect must meet at least one rule to match.
6. Match All—Prospect must meet all criteria to match.
7. Match Any—Prospect must meet at least one rule to match.
8. In the Rules section, to add individual criteria, click + Add newrule. To add sets of criteria, click + Add new rule group.Note Separate criteria with a semicolon (;). The text field has a limit of 255characters.
9. In the Actions section, click + Add new action, and select at least one action to apply when a prospect meets the criteria.
10. When finished, click Create automation rules.