Selecting entries for each entry at that audience level

This selection indicates that there are multiple selections from multiple audience levels.

About this task

Select this option if the number of members at the selected audience levels satisfies some condition (for example, Number of Accounts > 1 or Number of Purchases > 3 ).

Note: This option is available only if the input audience level is not normalized (that is, the record ID is not unique in the selected Choose Level table), and the input and output levels are the same. It is the only option available if no alternate keys have been defined for your output audience table.

Procedure

  1. Select an input source for Input and the same audience level for the output audience in the Audience process.

    The relevant Select options become available.

  2. Select the For each option.
    Note: This option is available only if the input audience level is not normalized (that is, the record ID is not unique in the selected Choose Level table).

    A list appears next to the selected option.

  3. Choose a Based on selection.

    If the table that you selected for Choose audience (that is, the output audience) is not normalized, there might be duplication in your results. To avoid duplication, specify a Based on method for Campaign to use when selecting records. For example, if your results might include more than one individual in the same household, you can use Based on to select only one individual from that household, based on the criterion that you configure in this feature.

    You must select one of the Based on methods:

    • Count: This option lets you select the <Input Audience Level> ID, where the number of occurrences of the <Input Audience Level> ID satisfies the specified condition. To toggle between different relationships (<,<=,>,>=,=), click the operator button repeatedly until the desired relation is displayed.

      When you select Count, the Filter button becomes available. Optionally, use the Filter function to reduce the number the IDs that will be available to the Based on calculation. For example, you might want to select customer IDs based on their average account balance in the last six months, but before doing that, you would want to filter out all customers whose accounts are inactive. When you click Filter, the Specify selection criteria dialog opens. You can enter a query expression to specify which records will be used in the Based on calculation. The filtering criteria is applied before performing the Based on calculation, allowing you to remove records from consideration.

    • Condition: Click in the text box to the right of Condition. The Specify selection criteria dialog appears. Enter or build a valid query expression, then click OK to save your expression and close the Specify selection criteria dialog.
      Tip: You create a query expression in the Specify selection criteria dialog the same way that you would for a Select process. For instructions, see the topic Selecting a list of contacts.
  4. Continue configuring the process by completing the fields on the remaining tabs.