Dimension: Customer Types

You can use this dimension to target the following broad categories of customers:

All Customers
Includes registered and unregistered customers.
Registered customers only
Customers who have enrolled in your loyalty program.
Unregistered customers only
Customers who have not enrolled in your loyalty program, but who have provided enough information to be tracked by the Reward system.
Unsubscribed customers only
Loyalty program members who have opted-out of marketing email. (Note: Should only be used for changes to contractual terms and conditions, or other legally required email notifications.)

Be aware that the Customer Type selection is always administered as a MUST Match requirement.

To select a customer type:

  1. Select one type by clicking the associated radio button.
  2. Click Save.

Notes:

  • If you click Registered Customers Only, CRMS does not indicate that you have selected a Customer Type. If you click any other option, the normal dimension indicators are activated.
  • This dimension is always defined as a MUST Match condition, by default.
  • Do not choose Unsubscribed Customers Only unless you have validated that you have a legal rationale for targeting this customer group.
  • In general, The Unsubscribed Customers Only (opted-out) customer type dimension should only be used to target offers to unsubscribed program members, for example: “sign up for marketing emails and receive 50 points.”

Some dimensions apply logical conditions that require data provided only by registered customers. The following dimensions only function with registered customers:

  • RFM
  • Categories of Interest
  • Gender (from Sign up and My Account)*
  • Customer Questions
  • Tiers
Note: Gender based targeting can also select unregistered customers identified in files supplied by clients to Reward (example, customer or transaction files), if those files include gender data and if appropriate Reward system integration has been completed.

Although you can apply the dimensions when customer type is set to All Customers, selecting that option does not increase or change the customers selected, because all of the listed dimensions are based on data provided only by registered customers.

Warning! If you apply any of the profile dimensions when customer type is set to Unregistered Customers Only, zero (0) customers are selected by that dimension because the logical result is a null set.