Editing Customer Profile

Procedure

  1. In the Target > Customer Profiles page, click the customer profile name of the profile record you want to edit. You can also click the edit hyperlink of the corresponding profile record.
    The profile configuration panel is open.
  2. Change the name or description or both, as appropriate, to reflect the purpose of the 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 to add new filters to the customer profile record.
    A panel listing the available filters is displayed.
  4. Click the name of a filter you wish to define for the current profile, and specify the details of that filter.
    When you click the name of a filter, the corresponding filter configuration panel is displayed. 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 panels and tools, and how to apply them, see Profile Filter: Definitions.
  5. After you define a filter, click Save.
    Note: Do not click Done unless you want to save and close the current profile with all filters in their current state.
    A filter gets 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.