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
- Open the Summary page for the On-demand
Campaign.
- 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.
- 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.
- 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.
- To save you changes and continue working, click Save
Selections.
- 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.
- To save any other changes, click Cancel,
then click Save Selections, then click Close again.
- 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.