Campaign Details: Targeting

Overview

The Targeting tab allows you to define the method used to determine which Offer to present to a Member. The platform supports the following targeting methods:

  • Manual: The user ranks the Offers into the desired sequence.

  • Rules: The user defines one or more logical conditions that control the ranking of Offers.

The features available on the Targeting tab are described below. 

Define Manual Targeting

To manually define how Offers are targeted in this Campaign:

  1. Select the manual radio button.

See the Offers tab for more details on how to manually rank the Offers in this Campaign.

 Define Targeting Rules

To create business rules to define how Offers are targeted in this Campaign:

  1. Select the rules radio button.

  2. Click add rule.

  3. Define the rule as described below. If you need to remove a rule, click the delete icon next to it.

Customer matching

  1. Select the desired operator for the customer matching rule: any (an OR operator), all (an AND operator), or none (a NOT operator).

  2. From the "Add" drop-down menu select the type of Member Attribute to use to define the business rule -- prediction or demographic.

  3. From the first drop-down menu, select the desired Attribute.

  4. From the second drop-down menu, select a logical condition.

  5. In the text field, enter a value.

  6. Repeat the above steps as needed to define additional conditions. If you need to remove a rule, click the delete icon next to it.

Offer matching

  1. Select the desired Offer matching method:

  • Tags: Enter one or more Tag values in the text field.

  • Category: Select one or more Offer Categories.

  • Offers: Select one or more Offers.

  • All: All the Offers assigned to this Campaign.

Score

  1. Optionally, enter a Score value that is assigned to a Member that matches this rule.