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TFS Smart Campaign - Table of Contents

Documentation Disclaimer

The Criteria screen is used to select the specific criteria for the marketing campaign.

Opening the Criteria Screen - Click here to expand...

From the Campaign menu, select Criteria.
From the sidebar, select Campaign then Criteria

The Criteria screen comprises three areas:

Criteria Selection: Displays the available criteria that can be selected in a tree list format.
Required Criteria: Criteria that an entity must have in order to be selected.
Optional Criteria: Two (2) or more groups of criteria where an entity must fit at least one (1) of the groups to be selected.

The criteria selected in the Criteria Selection tree will reflect the selections made for the stream target. If the target was set to All Entities, client-specific criteria will not be displayed.

How to Select Criteria - Click here to expand...

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.
1. 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.
1. 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.

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.

Use the Remove Field ( ) or Remove All ( ) 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.

How to Create a Stream Run - Click here to expand...

To preview the contents of a stream run before running the stream, click the Preview tab.

Click the Run Stream button.
If a stream run does not already exist or previous runs have a status of Finalised then the Review screen will be displayed.

If a stream run already exists and has a status of Draft, a message prompt will be displayed.

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