Manage Rules on Optimizer
Know how to edit and manage custom rules on Optimizer.
You can edit a custom rule and change:
- .
- .
- .
To modify the rule details, conditions and target payment providers:
- In the list of Custom Rules, click on the required rule name.
- In the side panel, click Edit Rule.
- The Edit Rule screen is displayed. You can edit the rule details, conditions and target payment providers.
- Click Publish Edits to update the rule.
To modify the rule priority order using the drag-and-drop:
- In the list of Custom Rules, click on the required rule name.
- In the side panel, click Change Priority.
- Drag and drop the custom rule as per your business need.
You can deactivate or publish a rule.
To deactivate a rule:
- In the list of Custom Rules, click on the required rule name.
- In the side panel, click Deactivate Rule.
- Confirm the change by clicking Yes, Deactivate.
- Once the rule is deactivated, its status changes to
Draft
.
To publish a rule:
- In the list of Custom Rules, click on the required rule name.
- In the side panel, click Publish Rule.
- Confirm the change by clicking Yes, Publish.
- Once the rule is published, its status changes to
Live
. You can then drag-and-drop the rule to change its priority level as needed.
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