Charlie Jenkins Updated by Charlie Jenkins

A Stamp represents an individual value of a stamp group; for example, your stamp group 'Priority' might have stamps of 'Critical', 'Major' and 'Minor'. Each stamp has one or more filter criteria, which determine if a record will be classified with that stamp.

  • Stamps are evaluated in order.
  • When a stamp's filters are met, the stamp is applied.
  • Single selection stamp groups can only apply a single stamp, so no more stamps will be evaluated or applied after the first.
  • All the stamps whose criteria have been met will be applied for multiple selection stamp groups.
  • Only active stamps will be used for classification.

The stamp list page is available from the stamp group list by either clicking the name of the stamp group, or opening the side panel and clicking Open.

The stamp list page displays all of the stamps in your stamp group in order. It displays the name of each stamp, whether the stamp is currently being referenced in any Team or Distributor filters, criteria caps or in weighting and caps for a team, as well as the active state of the stamp. To view more information on where the stamp is being used, the stamp row can be clicked to open the stamp side panel.

Creating Stamps

Stamps can be created by clicking the Add Stamp button.

You can populate the following details for each stamp:

  • Name: Name of the stamp, this must be unique within the stamp group.
  • Filter: Define what criteria is used to apply the stamp. Each filter consists of a field to be referenced, an operator and a comparative value.
  • Filter logic: When there is more than 1 filter row you can choose whether to use AND, OR to group these together. By default, all rows will be grouped using AND, so if you want all rows to be required, then you do not need filter logic.
  • Create Active: If checked, the stamp will be created active, and can be classified immediately. If disabled, the stamp will be created inactive.

For more information on filters, you can read further in the Distribution Filters article.

Note that you can access the fields populated by Classifier Lead Matching and Territories as part of a filter. These fields are populated earlier in the classification process than custom classification, and so can be utilized as part of the filter definition.

Creating Stamps from Distributor Filters

Moving your distribution filters to using stamp groups, rather than complicated filters reduces the overhead at distribution time, and ensures that your filters are easy to manage.

To aid this, stamps can be created by copying existing filter clauses from a Distributor. This allows for quicker set up for stamp groups that will mimic existing distributor behaviour. To do this, click the dropdown next to Add Stamp and select 'Add Stamp from Distributor'.

To create a stamp from a distributor filter, a team and distributor must be selected. Then, up to five filters from the distributor can be copied to the stamp filter, if your distributor has more than five filters, some will need to be removed to continue.

Note that the logical connectives between filters are not copied across and will need to be reimplemented.

Editing Stamps

Stamps can be edited by clicking the 'Edit' option on the row menu, they can also be edited by clicking the 'Edit' link on the side panel.

Reordering Stamps

To reorder stamps, select the page menu and click the 'Reorder Stamps' option. From the window, you can drag and drop the stamps into your preferred order. Click 'Set Order' to update the order of the stamps.

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Stamp Groups

Custom Classification - Synchronized Tag Collections