Create a new and duplicate an existing Conversion rule using the form.
Create a conversion rule
To create a new conversion rule within the form:
- Select Create New from the top-right toolbar menu.
A new blank rule appears. - Enter the information for the conversion header and select the checkbox next to the conversion rule.
Details pane displays where you can enter the details of your rule. - Select Create New on the toolbar menu in the Details pane to create a new conversion rule detail row and add all the required details.
- Select Save once you have entered the header and details completely.
Duplicate a conversion rule
You can duplicate Conversion rules in your system to make the creation of new rules that are similar to current conversion rules quicker and simpler. Duplicating a conversion rule duplicates the rule along with its details.
To duplicate a Conversion Rule, right-click the rule header and select Duplicate. This creates a duplicate of the conversion rule along with the details. The rule can then be edited and saved as required.