Creating Customer Profile

Procedure

  1. Click Target > Create New > Customer Profile.
    When the new page opens, a new customer profile record has been created, and the Profile configuration panel is open.
  2. Specify the name and provide description for the new customer profile record.
    1. In the Customer Profile Name field, enter a name that is unique and succinct.
    2. In the Internal Notes field, provide internal description.
  3. Click Add Filter.
  4. Click the name of a profile filter that you wish to apply with the current customer profile, and define the details of that filter.
    When you click the name of a filter, the corresponding filter configuration panel opens. This panel provides the tools you can use to define the details of the filter (also known as the "conditions" of the filter). Each filter configuration panel provides different tools. For details about the different filters, their configuration tools, and how to apply them, refer to Profile Filters.
  5. After you define a filter, click Save.
    The filter is added to the profile and is displayed in a horizontal bar in the right panel. You can edit or delete the filter using the edit and delete icons provided.
  6. Repeat steps 4 and 5 for each filter you want to define for the profile.
  7. After you define all the filters for the profile, click Done to save and close the profile.
    Note: Do not click Done unless you want to save and close the current profile with all filters in their current state.