Dimension: Custom Entities

You can target customers who match your custom entities by selecting an entity and then choosing from its set of entity attributes and setting their values. Custom entities and their associated attributes are initially created during your data integration and implementation phase.

You can target based on as many of your custom entities as you like, but you can only target each custom entity once within a given profile. When you select a custom entity, you must also pick one or more of the entity attributes for that custom entity and configure their values. Each entity attribute can only be chosen once as well.

The relationship between each custom entity and between each entity attribute is an AND, which means that customers must match all criteria for the custom entities and their attributes to be selected.

Choose the custom entity you want to target from the Add a Custom Entity pull-down menu. Note that because you can target each custom entity only once within any given profile, after you add a custom entity to target to, it is removed from the Add a Custom Entity menu.

To get started:

Choose the custom entity you want to target from the Add a Custom Entity pull-down menu.

When a custom entity is added, the custom entity name along with an Add an Entity Attribute pull-down menu for its associated attributes is displayed within a "block" on screen (with the exception of Lookup type attributes that have no Lookup codes defined). Choose the entity attribute you want to target from this pull-down menu.

Also, when you initially add an entity attribute for the custom entity to target, it is displayed in expanded mode so that you can configure its values. After you have configured the entity attribute, click the Update button to save your changes for that attribute.

If you click Save at the top of the screen, your input is saved and the page is refreshed, displaying the custom entity with its attributes in collapsed mode.

You can always edit a collapsed custom entity or its attributes by clicking the Edit button. Only one custom entity or entity attribute can be expanded and edited at a time. Also, be sure to click Update on the block, or Save, before adding a new entity attribute.