Defining Activity Based Conditions

Procedure

  1. Select the check box in front of the first activity you want to test for.

    When this check box is selected, the default requirement, Performed, is selected and the radio button in the Performed column is selected.

    • If you want to select customers who performed this activity, leave the Performed button selected.
    • If you specifically want to select customers who did not perform this activity, select the radio button in the Did Not Perform column.
  2. If you do want to test for either performance or non-performance of an activity, make sure the check box in front of the activity name is not selected.
  3. Click Save.
  4. Advance to the next activity that you want to use as a condition and repeat steps 1 through 3, until you have finished defining the desired behavior with respect to all activities of interest.
  5. Select or clear Customer MUST match check box, as appropriate.
  6. Click Save.