Creating a Meta Rule Pattern Filter

Creating a Meta Rule Pattern Filter

A Meta Rule pattern filter allows you to create a filter that combines individual pattern filters that have already been created using the Test Mode rule type. 

Therefore, before creating a Meta Rule pattern filter, you must firstly create the individual pattern filters that you wish to combine. See Creating a Pattern Filter on how to create individual pattern filters.

Once your individual pattern filters have been created, follow the steps below to create a new meta pattern filter.

  1. Log into Z Services Cloud as a an Admin.

  2. Go to Filter Rules > Pattern Filtering and the Pattern Filters window displays showing a list of your existing pattern filters. You must have at least two pattern filters with the rule type Test Mode that you want to combine to continue.

    ST-test-mode-list.jpg

    You can use the filter bar at the top of the Pattern Filter list to view only one or a combination of filter types:

    ST-pattern-filters-filter.jpg
  3. Click Add... and the Pattern window displays.

  4. From the Filter Expression: drop down, choose matches multiple rules.

  5. A variation of the Pattern window displays. Click the drop down menu to see a list of your Test Mode rules. You can also select Other from this drop down menu to enter one of the rule sets that come built into Z Services cloud.

    ST-matches-multiple-rules.jpg
  6. Select the first rule you want to use, e.g. Regex: one (simple|easy) trick in our example above and click Add....

    ST-select-rule.jpg

    This rule is then added as shown:

    ST-select-rule-added.jpg
  7. Select the second rule you want to use, e.g. Contains: Doctors will hate you in our example and click Add....

    ST-select-rule-2.jpg

    This rule is then also added as shown:

    ST-select-rule2-added.jpg
  8. Choose AND or OR from the drop down menu on the right to determine if just one or both rules need to be satisfied.

  9. To add further rules, click the Add... button as shown below. Continue to Step 12 if you do not want to add more rules.

    ST-select-rule-add-button.jpg
  10. If you add more rules, choose AND or OR from the drop down menu as shown below to determine if just one or both rule sets need to be satisfied:

    ST-select-add-button.jpg
  11. Repeat Steps 6 - 9 above to add another rule set.

  12. Your Meta Rule should look something similar to this example:

    ST-complete-rule.jpg
  13. Using the Meta Rule Pattern Filter Settings table below as a reference, complete the Rule Type:, Comment: and Disable Rules: fields. 

  14. Click Save to save your meta rule or Cancel to discard.

Meta Rule Pattern Filter Settings


Field

Description


Filter Expression:

Select Matches Multiples Rules to create a meta rule filter.

Rule Type:

Determines how the test should be scored/treated.


Hard Blacklist

Adds a score of 100 to the email, causing it to be blacklisted.


Hard Whitelist

Subtracts a score of 100 from an email, causing it to be whitelisted.


Soft Blacklist

Adds a configurable positive score, between 0.01 and 99.99. Default is 5.


Soft Whitelist

Subtracts a configurable negative score, between -0.01 and -99.99. Default is -5.




Comment:

Add additional notes for the rule.

Disable Rule:

Check to prevent a rule from triggering without deleting the rule.


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