What do the different Distribution Rule Operators mean?

Quick Reference

Screenshot of the Operator selections in Distribution & Tags:

Detailed Operator Definitions

When creating distribution rules in Ricochet360, you must select an operator to define how the system filters your leads.

Below is a definition of each available operator.

Basic Operators

• = (Equals)
  The value entered on the lead must be exactly as is on the rule.
  • Use this for exact matches (e.g., Vendor = "ABC Vendor").
• <> (Not Equal)
  The value on the lead must not equal the value entered on the rule.
  • Use this to exclude specific values (e.g., State <> "CA").
• > (Greater Than)
  The value on the lead must be greater than the value entered on the rule.
  • Typically used for numerical values or dates (e.g., Home Value > 1,000,000).
• < (Less Than)
  The value on the lead must be less than the value entered on the rule.
  • Typically used for numerical values or dates (e.g., Price < 100).

Advanced Operators

• BETWEEN
  The value on the lead must be between the values entered on the rule.
  • Useful for setting ranges (e.g., Age BETWEEN 18 AND 65).
• IN
  Checks if the lead value matches any of the items in a list you provide.
  • Use this to match multiple possibilities at once (e.g., Vendor IN "ABC Vendor, XYZ Corp, Acme Inc").
• LIKE
  (Advanced Function) The query string entered in the rule will search all leads for the field selected.
  • Use this for partial matches or text search.
• REGEX
  (Advanced Function) REGEX is an advanced operator that uses regular expressions, which can perform various more complicated and specific rules.
  • Use this for validating strict data formats (e.g., ensuring a phone number matches a specific pattern).