Definitions for the Customers In rule

Detailed description of the values to enter when configuring the Customers In rule, including examples.

Table 1. Customers In rule field definitions

A two-column table that describes the fields in the Customers In rule.

Field Value

This Contact Optimization session should

  • Exclude removes those contacts that meet the criteria that follow.
  • Include keeps all proposed contacts that belong to the selected segment. It also keeps remaining contacts not belonging to selected segments, and not matching the offer, channel, and offer version criteria. It does not exclude contacts that do not meet the criteria. If you select Any Customer, then all proposed contacts are kept, regardless of offer, channel, and offer version criteria.

customers in the segment

  • Any customer applies the rule to all customers.
  • Segment Name limits the rule to customers in the segment you select.

for offers from channel

  • Any channel applies to offers regardless of delivery channel.
  • Channel name narrows the rule to those offers on the channel you specify only.

concerning offer/offer list

  • Any offer applies to all offers.
  • Offer/offer list narrows the rule to the specific offer or offer list you select.
  • Offer Versions narrows the rule to offer versions with the offer attributes you specify in the query builder. Use offer version to scope the rule to apply to only specific offer versions defined using parameterized offer attributes.

Examples of the Customers In rule

"This Contact Optimization session should Exclude customers in the segment OptOutTable for offers from channel Any Channel concerning offer/offer list Any Offer." This rule removes all proposed contacts for any customers in the OptOutTable.

"This Contact Optimization session should Include customers in the segment GoodCreditRating for offers from channel Any Channel concerning offer/offer list Credit Offers" This rule ensures that only customers in the GoodCreditRating segment receive Credit Offers, regardless of channel.

"This Contact Optimization session should Exclude customers in the segment DoNotCall for offers from channel Call Center concerning offer/offer list Any Offer" If you create a segment called DoNotCall containing all customers who filled out a form that said they did not want any solicitation calls, you can exclude them from receiving any offers delivered by the Call Center channel.

"This Contact Optimization session should Include customers in the segment Email for offers from channel Email concerning offer/offer list Any Offer." This rule ensures that the optimized contact list contains only email offers for those customers in the Email segment.

"This Contact Optimization session should Include customers in the segment HighCreditScores for offers from channel Any Channel concerning offer/offer list Platinum Cards." This rule ensures that the optimized contact list gives only platinum card offers only to customers in the HighCreditScores segment.

"This Contact Optimization session should Include customers in the segment Any Customer for offers from channel Any Channel concerning offer/offer list Platinum Card Email with Expiration Date > 1/30/07." This rule ensures that the optimized contact list contains only platinum card email offers that expire after 1/30/07.