Help Center & User Guides
Everything you need to sync live CRM records, map custom spreadsheets, and master daily engagement check-in workflows.
Smart Contact Rules Engine (Custom Picker Rules)
Anubandha features a flexible Smart Rules Engine (accessible via Settings → Custom Rules) that allows you to segment, prioritize, and filter contact lists for your daily check-in queue on the Today screen. Rather than working through a single static list, you can build custom rules to target specific audiences dynamically.
A Custom Rule consists of the following components:
- Rule Name: A descriptive label for your rule (e.g.,
Bangalore Inactive Leads). - Batch Limit: The maximum number of contacts fetched into the Today queue in a single batch (defaults to
10). - Sorting Criteria: Order contacts dynamically by
Name,Last Interaction Date, orCreated Datein either Ascending or Descending order. - Filter Conditions: Define one or more filter conditions that contacts must meet to be selected. Multiple conditions enforce logical
ANDconstraints. The advanced rule editor supports:- Flexible Operators: Select operators such as
Equals,Does Not Equal,Contains,Starts With,Greater Than,Less Than,Between(for date ranges or numeric checks),Is Empty, andIs Not Empty. - Dynamic Parameter Types: Configure conditions using exact text strings, calendar date ranges, or numeric parameters (such as targeting contacts who have gone without contact for more than 30 days).
- Localized/Regional Filtering: Filter queues by specific local regions (such as targeting contacts who live in Pune or registered for workshops in a certain state).
- Relational & Linked Field Queries: Create advanced strategies by querying linked fields across relationships—such as filtering contacts based on their
Registration → Group → Group Type(e.g. targeting people who attended a "Retreat") orRegistration → Group → City.
- Flexible Operators: Select operators such as
Important Behavioral & Performance Guidelines
Do Not Disturb (DND) Safeguard: By default, the database helper automatically excludes all DND-enabled contacts from the Today check-in queue. If you explicitly want to include or target DND contacts for a specific rule, you must add a condition checking the DND Status field directly.
Unindexed JSON Queries: Filtering by Other JSON Property (such as querying nested fields in miscJson like relationship) evaluates records dynamically at query-time. For large datasets, this can impact performance. To maintain speed, prioritize indexed fields like City, State, or Tags.
Rules Management & Clipboard Portability
- Activating a Rule: In the Custom Rules list, swipe right on a rule card to toggle its active status. Only one rule can be active at a time; when a custom rule is deselected, Anubandha defaults back to its standard queue selection rules.
- Deleting a Rule: Swipe left on any custom rule in the list and confirm deletion to remove it permanently.
- Importing & Exporting Rules: To replicate rules across multiple devices or share configurations with other coordinators, tap Export to copy the rule's JSON schema to your clipboard or share it via native OS share sheets. You can import any valid rule schema by copying the text and tapping Import.