Reviewing proposed target customers for a Corporate Campaign

When you participate in a Corporate Campaign, you must review the proposed target customers for that campaign.

About this task

When you are presented with a proposed list of target customers for review, you must either accept or decline each customer before you can finalize your target list selections for the corporate campaign.

You can accept or decline proposed target customers individually, or all at one time. You can also add one or more of your customers to the proposed list.

In recurring Corporate Campaigns, if you are allowed to do so by the campaign creator, you can add to or exclude contacts from a list for each recurrence of the workflow. When you add or remove contacts in this way, the changes you make remain in effect throughout all list review tasks within the recurring workflow. If you are not allowed this option, you can modify only the target list for the current occurrence of the workflow.

Procedure

Open the Corporate Campaign.
In the Summary page, click Waiting items.
The Contact to Validate page opens.
Accept or decline customers as needed.
- To accept all proposed customers, click Accept All Records.
- To decline all proposed customers, click Decline All Records.
- To accept specific customers only, check the Accept column in the rows for those customers.
- To decline specific customers only, check the Decline column in the rows for those customers.
- To decline specific customers permanently, check the Dec. Perm. column in the rows for those customers.
- To add customers:
  1. Click Search and Add Records.
    Records added using this link get added to the Newly Added by Field Marketer list.
    Note: This link is not available on the list manager screen for Declined Records.
  2. Select one or more target list filtering criteria from the options that are presented on the form, then click Search.
    The target records resulting from your search are displayed.
  3. Check one or more of the customer records to add to the target list.
  4. Click Accept Selected.
    If you selected to add or delete contacts permanently, a message opens asking whether you want to add the contacts permanently for recurring campaigns.
  5. Click OK to make the additions permanent.
    Or click Cancel to make the additions apply to the current occurrence only.
Optional: Check After the next save, consider my review complete to validate and lock this list when you save changes.
Note: If you do not check this option, any customer records that you do not accept or decline are displayed when you next review the target contacts.
Note: Added contacts do not display until you close the window and click Newly added by Field Marketer.
Click Save to save changes and complete your review of the proposed target list.
Accepted and removed contacts disappear from the list, and are only viewable in the Accepted/removed lists page.