Defining the target of an offer by adding customer profile

In response to the question, Whom do you want to target this offer to?, follow these steps:

Procedure

  1. Click Only selected customer profiles or lists.

    The Targeting page changes to show two options, Add Customer Profiles and Add Lists.

  2. Add a customer profile, using one of the following options.
    1. To add a customer profile (previously defined) to the list of target:
    Click Add Customer Profiles to open the Select Customer Profiles page. The profiles you select with this process are added to the Selected Profiles list.
  3. Click Save.
  4. If you do not want to add more customer profiles or exclude customer profiles, click Next Step.

    This saves your work and opens the next page, Offer Presentation in the Edit Offer Details wizard.

    Note: You can select and add customer profiles to build a target and then refine the target further by excluding specific customer profiles from it.