Targeting Generic Event

A generic event must be set up in CRMS before it can be used for targeting.

Procedure

  1. Identify the event and its subject (actor), action, object, any event value that you want to use, and the reversing event (if one should exist).
    Note: You can identify one event value in an individual generic event definition.
  2. Determine which piece or pieces of event data you use, and how your profile logic tests this data to select customers.
  3. Resolve the generic event data integration issues with Reward. Contact your client services representative to get started.
  4. Define the event. (Refer to Creating Generic Event)
  5. Define a profile that tests the data collected by the event you defined. If you defined a reversing event, also test that it correctly modifies the event data.
  6. Test and confirm that the profile selects the expected customers. Modify the event definition and profile as necessary.