This article explains how to add or modify filters for a targeted marketing campaign for Service Intelligence.
STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION
Left click CRM & Marketing from column 1.
In the CRM & Marketing Control Panel, you will see a column indicating the campaign's Filter. The filter tells you which customers these campaigns are targeting.
To change a campaign's filter, first left click the name of the campaign you want to edit.
At the top right there will be a button with the words Switch Filter on it. Left click that button to open a drop-down menu.
From the drop-down menu there are the different filters that have been built. To change the campaign's filter, choose from this list.
You can add a new filter by choosing Add New Filter
You can also view your filters by choosing Manage Filters.
Once you choose a new filter, the list of customers to whom the promotion is applicable will change to reflect that.
STEP-BY-STEP FOR THE DESKTOP VERSION OF THE APPLICATION
You cannot modify filters for a campaign after the campaign has been started. You can only choose filters before the campaign in sent out.
Left click the Targeted Marketing Promotion tab in the lower left corner.
Under Campaign Options
there is a drop-down menu below Select Targeted Service
. Click the downward pointing arrow at the end of the white bar to open the menu.
Choose the targeted marketing promotion whose filter you want to add or modify.
At the bottom there are two buttons. Left click the Add Filters
A dialogue box will open called Selection Filter
. From here, you can choose which filters to add
Once you have chosen the filters you want to apply to the campaign, press OK
to confirm them.
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