Select Target List Panel
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(New page: You can select from the following options for your target list: {| style="border:1px black solid; border-collapse:collapse; text-align:left;" cellpadding="6" |- !style="width:100pt; bac...)
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Revision as of 11:10, 23 April 2008
You can select from the following options for your target list:
| Setting | Description |
|---|---|
| Select a predefined list | This option allows you to select a predefined customer list, such as All Customers, New Customers, or Top Customers. If you select one of these options, later you will be prompted for more specific information, for example the number of top customers or a range of ZIP codes. |
| Build your own list | This option allows you to create your own list of customers by specifying a list of criteria. Selecting this option will then prompt you if you would like to build your own list By Order (in the next panel you will select ORDER fields to extract
by, such as Delivery Date and Occasion) or By Customer (in the next panel you will select CUSTOMER fields to extract by, such as Customer Number and ZIP Code). If you select By Order, you will also have the option to select All matching orders or Only one order per customer. Selecting Only one order per customer ensures that for example, if John Smith has placed three orders that meet your campaign criteria, his information will only be extracted once (and therefore only one email will be printed for John Smith). |
| Refresh list from a previous campaign | This option allows you to select a target list of customers from a previous campaign and refresh it to take into account any changed data (such as new customers or changed customer information) since the list was originally generated.
If you select this option, click Select to display the All Campaigns window, from which you can select a previous campaign target list to refresh. |
| Load a list from a previous campaign | This option allows you to target a list that you have already targeted. The list will be exact; it will not be refreshed if the criteria for creating the original list has changed. If new orders or customers were saved since the extraction of the previous campaign, these orders/customers will NOT be added to your customer list.
If you select this option, click Select to display the All Campaigns window, from which you can select a previous campaign target list to load. |
Click Next when you are finished with this panel to move to the next panel of the wizard.
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