Existing Customer Profile

To open an existing customer profile record for editing, start from the Target > Customer Profiles page, and click the Customer Profile Name associated with the record. The Profile editor is displayed with the following information.

  • The Customer Profile Name. This is the unique name for this profile that is displayed on the Target > Customer Profiles page.

  • The Internal Notes for the profile. This summarizes the crucial filters of the profile so that potential users can quickly determine its purpose without opening each currently defined profile filter to see how it is set up.

  • Total members enrolled for the profile.
  • The filters defined for the current profile are shown in the horizontal blue bars in the right panel. You can also add filters by clicking Add filter. See Profile: Filters for detailed information about each listed filter and how to work with it.