Reviewing a target List

You review the target List to determine the appropriateness of the selected customers. During this task, you can add or remove customers from the target List as needed.

Before you begin

Before you perform this task, you must generate the target List for the On-demand Campaign.

Procedure

  1. Open the Summary page for the On-demand Campaign.
  2. Open the Contacts to Review page by clicking a number in the Counts column of the List Review table.

    The Contacts to Review page opens, listing the contacts of the type you selected. For example, if you clicked the number before Accepted, all contacts currently accepted for the On-demand Campaign are included in the review page.

  3. To change the status of individual contacts, click the radio button for a different column in that contact's row.

    For example, if the Accept radio button is selected for a contact, you can change the contact's status to Decline or Review by selecting the respective radio buttons.

  4. To change the status of all listed contacts, click one of the buttons at the bottom of the page.

    For example, if you opened the list of Accepted contacts, to change them all to Declined, click Decline All Records.

    The buttons that are displayed depend on the status of the contacts you opened.

    Important: When you click one of these buttons, the screen refreshes immediately, and no contacts are listed, because no contacts now meet the criteria that you selected when you opened the page. For example, if you chose to decline all accepted contacts, there are no more accepted contacts in the List, so none are displayed in the current window.

    The changes that you make to all contacts are saved immediately, you cannot cancel the change.

  5. To save you changes and continue working, click Save Selections.
  6. To close the window, click Close.

    A message warns you that if you continue, any changes since the last time you clicked Save Selections are lost.

  7. To save any other changes, click Cancel, then click Save Selections, then click Close again.
  8. To close without saving additional changes, click OK.

Results

The target List now contains the customers that you added, and does not contain the customers you removed.

What to do next

After you reviewed the target List, you can revise the List selection criteria if necessary.