Rules

There are a number of ways to restrict how often your participants are allowed to be contacted across both scheduling and Pool emails. There are five types of Pool rules:

1. Cool Down Period
2. Yearly Incentive Limits
3. No Shows are never allowed to be emailed
4. Opt Outs
5. Restricted Tags

Each rule can be edited by the owner or admins, with variable conditions and actions. For some examples, let's look below at common types of governance you might like to put in place on all research outreach at your organization or team.

Cool Down Period

Let's say you wanted to setup two cool down periods, so that anyone who has completed an interview can't be contacted for 2 weeks and anyone that's received a Pool email can't be contacted for 1 month—you can set rules on cool down periods:

Yearly Incentive Limits

If you want to make sure that no participants can be emailed or scheduled if they have reached $499 USD of incentive payments during the current calendar year, set up a rule on Yearly Incentive Limits: