Selecting the Target

In this step, specify the customer segment, to which you target the offer. To select a target, perform the following steps:

Prerequisites

See Defining the Criteria.

Note: Before you can set the offer targeting, you must create a customer profile or create a customer list. (See the targeting section for more information).

Procedure

  1. In the Select Target page, select the customer segment to be included in the targeting. The choices are:
    • Include all registered customers.
    • Include selected customer profiles and lists (You must have created a customer profile or created a customer list for this option).
  2. If you select Include all registered customers, click the Next: Finalize Display button to proceed.
  3. If you select Include selected customer profiles and lists, you must specify a customer profile or list to be targeted.
    1. Select profiles to be targeted by clicking Select Profiles and performing drag and drop.
    2. Select lists to be targeted by clicking Select Lists and performing drag and drop.
  4. Click the Next: Finalize Display button to proceed or click the Back button to return to the previous step.

What to do next

See Finalizing the Display.