Custom Entity: Creating a Targeting Dimension
- Procedure
- Open a customer profile by selecting .
- Select an existing customer profile or create a new one.
- After the
Profile Description screen is displayed, select
.
Note: Custom entities are not present in the list of targeting dimensions if there are no published custom entities.
- After the Custom Entities screen opens, select the custom entity you want to target from the
Add a Custom Entity pull-down menu and click
Add.
Note:
- You can only target a custom entity once within any given profile. After you have targeted a custom entity in a customer profile, the custom entity is removed from the Add a Custom Entity pull-down menu for that customer profile.
- When a custom entity is added, the custom entity name along with an Add an Entity Attribute pull-down menu for its associated attributes is displayed within a "condition block" on screen.
- Lookup type attributes are not displayed in the Add an Entity Attribute pull-down menu if they have no lookup codes defined during custom entity creation.
- Select the entity attribute you want to target from the
Add an Entity Attribute pull-down menu.
When you initially add an entity attribute, the custom entity is displayed in expanded mode so you can configure its entity attribute values.
- After you have configured the entity attribute, click Update to save your changes for that attribute.
Note:
- You can always edit a collapsed custom entity targeting dimension or its attributes by clicking its Edit button.
- Only one custom entity or entity attribute targeting dimension can be expanded and edited at a time.
Be sure to click Update on the condition block, or Save, before adding a new entity attribute. If you add a new entity attribute for a custom entity while editing one, you lose your work.