From the Criteria Selection tree, select the required criteria.
Click either the Required Criteria or Optional Criteria list. A shadow will appear around the list to indicate that the list is selected.
If selecting Optional Criteria, click the Optional Criteria drop-down list to select available optional criteria groups.
Click the Add Criteria button (). The Field Criteria dialog (with the relevant data type tab) will be displayed.
Enter or select the criteria's value.
Click the OK button. The selected criteria will be displayed in the relevant list.
Select the Preview tab to preview the entities for the selected criteria. This allows users to view how many entities fit the criteria, and if it includes all required entities.
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Note
Some criteria items that do not require any action, such as Address is not empty or Email is not empty, will be added to the list directly without any further choice from the user.
Note
Use the Remove Field ( Image Added) or Remove All (Image Added ) buttons to remove fields from the Selected Fields list.
IMPORTANCE CONCEPT
When previewing a list of entities via the Preview tab, the list may include entities that the company does not wish to be included in marketing. Before finalising the stream run, entities can be deselected from the marketing list. The Review Screen topic will outline this process.
