Configuration of Automation Schedule (Snooze Settings), New Intake Defaults, and Role Names Follow
Law Ruler offers the ability to schedule your automations to run during certain hours, referred to as your Snooze Settings. Law Ruler also offers the ability to default the assignment of new records to a specific user as well as customize the name of the roles provided in your system. The maintenance and customization of these features will be discussed in the article below.
Only users with Admin Rights will have access to make the changes mentioned in this article.
Snooze Settings allows you to control the days of the week and times of the day when automated emails and SMS should and shouldn’t send out from your portal.
Using the blue menu on the left-hand side of the screen, click on “Setup”.
Navigate to the “Global Settings and Statuses” page.
Locate the “Snooze Campaign Settings” section. The “Campaign Days of Week to Run” setting will determine which days of the week automations will be sent out from the portal. For example, if you want automations to go out every day except on the weekends, then you will want to leave all days selected except for Saturday and Sunday.
The “Campaign Start Time” and “Campaign Stop Time” settings will control the times of the day when your automations will send out. For example, if your Snooze Settings are set to start at 9:00 AM and stop at 5:00 PM, then any automations will only be sent out during those hours. So, if an automation is set to trigger at 4:00 AM, the system will hold it and then automatically send it at 9:00 AM instead.
The “Active Snooze Campaign” setting should always be on so your Snooze Settings can be active in the portal.
Don’t forget to click the “Save” button after making any changes to the aforementioned settings.
New Intake Defaults and Role Names
Law Ruler offers the ability to default who manually created new intakes are assigned to as well as the case type that should be used. You can also rename any of the default roles provided to better suit your firm's needs.
To get started, in the Global Settings and Statuses page, locate the “Other Global Settings” section.
Here you will be able to set defaults for the Case Type, Assignee, and/or Owner for all new leads that are created in the portal manually using the “New Intake” page.
This section also allows you to change the labels of the default user roles in the system. For example, if you want the “Assignee” role to be labeled as “Intake Specialist” instead, this is where you can make that change.
Don’t forget to click the “Save” button after making any changes to these settings.
If you need further assistance with your Law Ruler system, then please contact Law Ruler Support.
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