Choose the right Automation Tool:
1.Is the rule based on criteria or an action the prospect takes?
Action—Use a completion action.
Criteria—Go to step 2.
2.Is it a one-time automation?
Yes—Use a segmentation rule.
No—Go to step
3.What is the goal?
Update a list—Use a dynamic list.
Action based on criteria—Use an automation rule.
Automation Tool.png
这两个Rule之间的区别就是：Segmentation Rule是one-time的，而Automation rule是repeat的。
Automation Rule
Segmentation Rule
