Selecting offers and strategic segments

You can limit and reorder the offers and strategic segments available in the score matrix and the Offers by Type and Segment report.

Procedure

  1. Navigate to the Summary tab of your Contact Optimization session.
  2. Click either of these options:
    • Displayed offers
    • Displayed segments

    The Displayed offers or Displayed segments section expands.

  3. Click either of these options:
    • Edit displayed offers
    • Edit displayed segments

    The Displayed offers or Displayed segments page displays.

  4. Select the offers or strategic segments that you want to include.

    You can select multiple offers or segments by using Shift+Click or Ctrl+Click.

  5. Click the right-pointing double arrows to move the offers or strategic segments to the Included offers or Included segments section.
  6. To change the order of the offers or strategic segments, select the items that you want to move and use the upward-pointing or downward-pointing arrows.
  7. Click Save.

    The Summary tab displays.