Customer Profile Editor

From the Target > Customer Profiles page, click Create > New Target Customer Profile.

This generates a new customer profile record and opens that record in the profile editor.

You can also open this editor from the Edit Offer Details wizard of the Offer Targeting page.

When the profile editor opens, it displays the following:

  • In the left hand column, a complete list of the dimensions that you can use to define a customer profile. The dimensions defined for the current customer profile are highlighted with a small green button. Dimensions with a black button are not used in the currently defined profile.

One exception is: the Customer Type dimension is always applied, even though the button remains black when the default type, Registered customers only, is selected. Customer Type defines the population that is used as the starting basis. If no other selections are made during the customer profile creation, registered customers are targeted by default.

  • The Profile Name is the unique name for this customer profile that is displayed on the Target > Customer Profiles page.
  • The Internal Description for the customer profile summarizes the crucial dimensions of the customer profile so that potential users can quickly determine its purpose without opening each currently defined customer profile dimension to see how it is set up.