Revising the target List selection criteria

You can revise the target List selection criteria if modifications are necessary to meet your campaign requirements.

Before you begin

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

About this task

Your review involves adjusting the selection criteria until the List contains the number of targets your campaign requires. In this case, it is not necessary to review the actual customers in the List.

Note: The criteria available to select, for example, certain income ranges, are set up by your administrator.

Procedure

  1. Open the List or On-demand Campaign.
  2. Open the tab with the selection criteria.

    The name of the tab is set by the template designer.

    The page opens, displaying the selection criteria that are used to select the contacts.

  3. Click Edit.

    The selection criteria becomes editable.

  4. In each field, select values as required.

    To select one or more values in a multi-select field, hold down the Ctrl key and click each value to select.

    To select a range of values in a field, select the first value, hold down the Shift key, and select the last value in the range.

  5. If you are editing selection criteria for a List, and it is made available by the template designer, enter or, edit the value in the Cell Size Limit field.

    This value sets the maximum size of the List.

    Note: If your list size is over limit, you are alerted with a message that says, "Only lists with [the limit set in config.xml file] or less contacts can be viewed using this feature."
  6. Click Save Changes to save the selection criteria you chose.

Results

These criteria are used to select contacts the next time that the List is generated or the On-demand Campaign is run.

What to do next

After you complete this task, you can customize the campaign offer.