To make a property available for use in an engagement policy, define it as a Relevant Record for your primary context class, which by default is your Customer class. Engagement policies specify the conditions under which an action or group of actions is eligible for a customer.
- Log in to your application as a user with the your application:CDHAdmins access group.
- Click .
- Specify your customer class and click Add records.
- Add all properties which should be available for use as eligibility criteria.