Custom Entity: Creating a Targeting Dimension

Procedure

  1. Open a customer profile by selecting Target > Customer Profiles.
  2. Select an existing customer profile or create a new one.
  3. After the Profile Description screen is displayed, select Dimension > Custom Entities.
    Note: Custom entities are not present in the list of targeting dimensions if there are no published custom entities.
  4. After the Custom Entities screen opens, select the custom entity you want to target from the Add a Custom Entity pull-down menu and click Add.
    Note:
    • You can only target a custom entity once within any given profile. After you have targeted a custom entity in a customer profile, the custom entity is removed from the Add a Custom Entity pull-down menu for that customer profile.
    • 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 "condition block" on screen.
    • Lookup type attributes are not displayed in the Add an Entity Attribute pull-down menu if they have no lookup codes defined during custom entity creation.
  5. Select the entity attribute you want to target from the Add an Entity Attribute pull-down menu.
    When you initially add an entity attribute, the custom entity is displayed in expanded mode so you can configure its entity attribute values.
  6. After you have configured the entity attribute, click Update to save your changes for that attribute.
    Note:
    • You can always edit a collapsed custom entity targeting dimension or its attributes by clicking its Edit button.
    • Only one custom entity or entity attribute targeting dimension can be expanded and edited at a time.

    Be sure to click Update on the condition block, or Save, before adding a new entity attribute. If you add a new entity attribute for a custom entity while editing one, you lose your work.