Profile Target List

This section explains how to create a target list by applying an existing profile to a customer population. The basic procedure is simple: you pick a profile, and CRMS applies the selection criteria defined in that profile to Reward's most up-to-date customer information database. This process yields a list composed of the customers who currently fit the profile.

The first step in creating any target list is to name it and record the properties of the list. Immediately after you click any Create New List option, the first page in each list creation wizard opens, showing the List Properties panel.

Features and Fields

List Properties section

The List Properties fields are the same for every list creation method.

Source Profile section

Source Profile
Clicking this button opens the Select Profile dialog box, using which you can select a profile to create the new list. After you select the profile from a dialog box, its name is displayed, and a Change Selection button replaces the Select Profile button. You can use the Change Selection button to reopen the Select Profile dialog box, and any profile you then select replaces the existing selection.
Profile Selection dialog box
You can use this dialog box to select one of the existing profiles from a list of all currently defined profiles. The selected profile is applied to the current customer data to select the set of customers in the list. This dialog box includes a Find button and other standard dialog box features.