Difference between revisions of "Contact Selection Range"
From TrueERP wiki
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[[Telemarketing List]] | [[Telemarketing List]] | ||
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| − | == Overview == | + | == Overview == |
| + | |||
| + | A Contact Selection Range is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. It can also be selected as a criteria for filtering the Marketing Contact List EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode. | ||
| + | |||
| + | '''How to use Contact Selection Range''' | ||
| + | |||
| + | *Select Marketing Tab | ||
| + | *Select Contact Selection Range | ||
| + | *Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised | ||
| + | |||
| + | by other users eg. Postcodes 4207 to 4210 | ||
| + | |||
| + | *Select the ADD button - This will highlight a new line in the selection criteria area and the Field box | ||
| + | *Select the Field you want to filter on from the dropdown list. eg. If you want Melbourne CBD contacts, you would | ||
| + | |||
| + | most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode field - "tblmarketingcontacts.PostCode" | ||
| + | |||
| + | *Select the Comparison drop down list - This is a list of function that define how you want to compare the data in the | ||
| + | |||
| + | "Field" to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to". | ||
| + | |||
| + | *Select Value - enter the value being compared to eg. 3000 | ||
| + | |||
| + | Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula'''"tblmarketingcontacts.postcode equal to 3000"''' Save or select ADD again if you wish to add to this selection criteria | ||
| + | |||
| + | '''Using Multiple Criteria''' | ||
| + | |||
| + | Here is an example of how to select a range of postcodes and excluding one value within that range. | ||
| + | |||
| + | *Select Marketing Tab | ||
| + | *Select Contact Selection Range | ||
| + | *Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised | ||
| + | |||
| + | by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001" | ||
| + | |||
| + | *Select the ADD button - This will highlight a new line in the selection criteria area and the Field box | ||
| + | *Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode" | ||
| + | *Select the Comparison drop down list - choose the comparison "greater or equal to". | ||
| + | *Select Value - enter the value being compared to ie. 3000 | ||
| + | |||
| + | *Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box | ||
| + | *Select "AND" | ||
| + | *Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode" | ||
| + | *Select the Comparison drop down list - choose the comparison "less or equal to". | ||
| + | *Select Value - enter the value being compared to ie. 3005 | ||
| + | |||
| + | *Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box | ||
| + | *Select "AND" | ||
| + | *Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode" | ||
| + | *Select the Comparison drop down list - choose the comparison "not equal to". | ||
| + | *Select Value - enter the value being compared to ie. 3001 | ||
| + | |||
| + | *SAVE | ||
| + | |||
| + | You have just created a selection criteria that reads; '''tblmarketingcontacts.postcode greater or equal to 3000''' AND tblmarketingcontacts.postcode less or equal to 3005 AND tblmarketingcontacts.postcode not equal to 3001 | ||
| + | |||
| + | The result when applied to a list is to show all marketing contacts with postcodes 3000, 3002, 3003, 3004 or 3005 | ||
Revision as of 13:12, 2 March 2011
Overview
A Contact Selection Range is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list for the purpose of telemarketing. It can also be selected as a criteria for filtering the Marketing Contact List EG. If targeting a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.
How to use Contact Selection Range
- Select Marketing Tab
- Select Contact Selection Range
- Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
by other users eg. Postcodes 4207 to 4210
- Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
- Select the Field you want to filter on from the dropdown list. eg. If you want Melbourne CBD contacts, you would
most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode field - "tblmarketingcontacts.PostCode"
- Select the Comparison drop down list - This is a list of function that define how you want to compare the data in the
"Field" to the Value that you will enter at the next step. eg. In the above example you would choose the comparison "equal to".
- Select Value - enter the value being compared to eg. 3000
Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you will see the formula"tblmarketingcontacts.postcode equal to 3000" Save or select ADD again if you wish to add to this selection criteria
Using Multiple Criteria
Here is an example of how to select a range of postcodes and excluding one value within that range.
- Select Marketing Tab
- Select Contact Selection Range
- Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
by other users ie. In this case "Postcodes 3000 to 3005 excluding 3001"
- Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
- Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
- Select the Comparison drop down list - choose the comparison "greater or equal to".
- Select Value - enter the value being compared to ie. 3000
- Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
- Select "AND"
- Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
- Select the Comparison drop down list - choose the comparison "less or equal to".
- Select Value - enter the value being compared to ie. 3005
- Select the ADD button again- This will highlight a new line in the selection criteria area and the AND/OR box
- Select "AND"
- Select the Field you want to filter on ie. "tblmarketingcontacts.PostCode"
- Select the Comparison drop down list - choose the comparison "not equal to".
- Select Value - enter the value being compared to ie. 3001
- SAVE
You have just created a selection criteria that reads; tblmarketingcontacts.postcode greater or equal to 3000 AND tblmarketingcontacts.postcode less or equal to 3005 AND tblmarketingcontacts.postcode not equal to 3001
The result when applied to a list is to show all marketing contacts with postcodes 3000, 3002, 3003, 3004 or 3005
