Create rules for profiles

Create rules to apply configuration profiles automatically to newly purchased DID numbers.

Before you begin

• At least one configuration profile is required. See Create configuration profile.

• Rules apply only to newly purchased DID numbers. They do not update DID numbers that already exist in your account.

• Rule results depend on rule evaluation behavior. More specific rules, such as city rules, take priority over broader rules, such as country rules. See Rule priority.

Step 1: Create a Rule

1. In the DIDWW User Panel, go to Phone Numbers > Configuration Profiles.

2. Open the Rules tab.

3. Click Create Rule.

Fig. 1. Rules page.

Step 2: Define the conditions the rule applies to

For the rule fields, filters, and priority details used here, see Rules reference.

4. Enter the rule name.

5. Select the configuration profile to apply.

6. Select the rule conditions.

7. Click Create.

Fig. 2. Create Rule form.

Configuration examples

Use these examples to see how configuration profiles and rules work together for common DID number setups.

Before you begin

• Create a configuration profile first. See Create configuration profile.

• Review the profile and rule fields in Configuration profiles reference and Rules reference.

• Rules apply only to newly purchased DID numbers. They do not update DID numbers that already exist in your account.

Global rule

A global rule applies one configuration profile to all newly purchased DID numbers.

Use this setup when new DID numbers should use the same voice trunk, SMS trunk, Capacity group, and description by default. If a new DID number supports inbound SMS, the selected SMS trunk is assigned for inbound messages.

The configuration profile can also include a Capacity group when newly purchased numbers need additional inbound call Capacity after included channels are in use.

Profile setup example

Field	Example value
Name	Global Default Profile
Capacity Group	Pay Per Minute
Trunk	Default Voice Trunk
SMS Trunk	SMS to Email
Description	Global DID configuration

Fig. 3. Global Default Profile.

Rule setup example

Field	Example value
Name	Global Rule
Profile	Global Default Profile
Countries	Empty
Number Types	Empty
Regions	Empty
Cities	Empty

Fig. 4. Global rule applied to all countries.

Country and number type rules

Country and number type rules apply different configuration profiles to newly purchased DID numbers in the same country based on DID number type.

Use this setup when Local, Mobile, National, or Toll-Free DID numbers should use different routing or Capacity settings.

Profile setup examples

Local number type profile

Use a Local number type profile when Local DID numbers should route to a PBX or another inbound voice trunk.

Field	Example value
Name	USA Local Type Profile
Capacity Group	Pay Per Minute
Trunk	My PBX
SMS Trunk	SMS to Email
Description	USA Local Settings

Fig. 5. USA Local Type Profile.

Toll-Free number type profile

Use a Toll-Free number type profile when Toll-Free DID numbers should route to a different inbound voice trunk.

Field	Example value
Name	USA Toll-Free Profile
Capacity Group	Empty
Trunk	phone.systems
SMS Trunk	SMS to Email
Description	USA Toll-Free Settings

Toll-Free numbers already include 300 channels by default, so the example does not assign a Capacity group.

Fig. 6. USA Toll-Free Profile.

Rule setup examples

Local rule

Field	Example value
Name	USA Local Rule
Profile	USA Local Type Profile
Countries	United States
Number Types	Local

Fig. 7. USA Local Rule.

Toll-Free rule

Field	Example value
Name	USA Toll-Free Rule
Profile	USA Toll-Free Profile
Countries	United States
Number Types	Toll-Free

Fig. 8. USA Toll-Free Rule.

Regional rules

Regional rules apply different configuration profiles to newly purchased DID numbers in specific regions.

Use this setup when DID numbers in different regions should route through different regional trunks. Regional rules are available for supported countries, such as the United States, Canada, and the United Kingdom.

Profile setup examples

New York region profile

Field	Example value
Name	USA New York Profile
Capacity Group	Pay Per Minute
Trunk	USA East Coast SIP Trunk
SMS Trunk	SMS to Email
Description	East Coast Regional Settings

Fig. 9. USA New York Region Profile.

California region profile

Field	Example value
Name	USA California Profile
Capacity Group	Pay Per Minute
Trunk	USA West Coast SIP Trunk
SMS Trunk	SMS to Email
Description	West Coast Regional Settings

Fig. 10. USA California Region Profile.

Rule setup examples

New York regional rule

Field	Example value
Name	USA New York Region Rule
Profile	USA New York Profile
Countries	United States
Number Types	Local
Regions	New York

Fig. 11. USA New York Region Rule.

California regional rule

Field	Example value
Name	USA California Region Rule
Profile	USA California Profile
Countries	United States
Number Types	Local
Regions	California

Fig. 12. USA California Region Rule.

City rules

City rules apply different configuration profiles to newly purchased DID numbers in specific cities.

Use this setup when DID numbers in individual cities should use their own inbound voice trunks, SMS trunks, descriptions, or Capacity settings.

Profile setup examples

Stockholm city profile

Field	Example value
Name	Sweden Stockholm City Profile
Capacity Group	Pay Per Minute
Trunk	Sweden Stockholm City SIP Trunk
SMS Trunk	SMS to Email
Description	Stockholm City DID Configuration

Fig. 13. Sweden Stockholm City Profile.

Warsaw city profile

Field	Example value
Name	Poland Warsaw City Profile
Capacity Group	Pay Per Minute
Trunk	Poland Warsaw City SIP Trunk
SMS Trunk	SMS to Email
Description	Warsaw City DID Configuration

Fig. 14. Poland Warsaw City Profile.

Rule setup examples

Stockholm city rule

Field	Example value
Name	Sweden Stockholm City Only Rule
Profile	Sweden Stockholm City Profile
Countries	Sweden
Number Types	Local
Cities	Stockholm

Fig. 15. Sweden Stockholm City Rule.

Warsaw city rule

Field	Example value
Name	Poland Warsaw City Only Rule
Profile	Poland Warsaw City Profile
Countries	Poland
Number Types	Local
Cities	Warsaw

Fig. 16. Poland Warsaw City Rule.

Related resources

• Rules reference: Review rule fields, conditions, and evaluation behavior.

• Configuration profiles reference: Review Configuration Profile fields and actions.

• How configuration profiles and rules work: Understand how profiles and rules work.

• Create configuration profile: Create a configuration profile.

• Manage rules: Edit or delete rules.