Target an Offer

Offers can be made available to all of your Members, or they can be targeted to only certain Members. Targeting Offers is managed through the use of Segments, which use logical conditions to define the criteria for inclusion. Before targeting theOffers based on a Segment, you must first create and publish a Segment with the desired conditions. See Getting Started with Segments for more information.

To target an Offer:

  1. Select Campaigns from the top navigation bar, then select Offers > Offers from the side navigation menu. The Offers screen is displayed.

  2. Search for and select the desired Offer (see Search for an Offer for more information on the available search options). The Offer Details screen is displayed, with the Definition tab selected by default.

  1. Select the Eligibility tab.

  2. The Included Segments section is used to make the Offer eligible only to Members in the selected Segment (or Segments). In this section, from the drop-down menu, select the desired Segment. Optionally you can type all or part of the Segment name to filter this menu.

  1. Click Add Segment. The selected Segment is displayed within the Included Segments section.

  1. Repeat the above steps as needed. If you add multiple Segments, a Member must be in only ONE of the selected Segments to be eligible for this Offer. That is, multiple Included Segments are joined with an OR operator.

  2. Optionally, to remove an Included Segment, click the Remove icon.

  1. The Excluded Segments section is used to make the Offer ineligible to Members in the selected Segment (or Segments). In this section, from the drop-down menu, select the desired Segment. Optionally you can type all or part of the Segment name to filter this menu.

  1. Click Add Segment. The selected Segment is displayed within the Excluded Segments section. If you add both an Included Segment and an Excluded Segment to the Offer, the Excluded Segment takes priority. Therefore, if a Member is selected by both the Included and the Excluded Segment, that Member will be ineligible for this Offer.

  2. Repeat the above steps as needed. If you add multiple Segments, a Member must be in only ONE of the selected Segments to be ineligible for this Offer. That is, multiple Excluded Segments are joined with an OR operator.

  3. Optionally, to remove an Excluded Segment, click the Remove icon.