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(Created page with "Contact Selection Range What is the Contact Selection Range used for and what does it link to? A Contact Selection Range is a filter that is applied to the Marketing Contact Li...")
 
 
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Contact Selection Range
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= Overview =
  
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What is the Contact Selection Range used for and what does it link to?
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'''Contact Range Selection'''
  
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A Contact Selection Range is a filter that is applied to the Marketing Contact List in order to create a filtered or targeted list
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'''Contact Range Selection - Can you define a Contact Selection Range for your Marketing Lists?'''
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for the purpose of telemarketing.  It can also be selected as a criteria for filtering the Marketing Contact List, e.g. If targeting
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a geographical area, you would create a Contact Selection Range that filters the Marketing Contact List by Postcode.
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How to use Contact Selection Range
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A 'Contact Selection Range' can be made up of many different variables around your 'Marketing Contacts' in order to categories them and have multiple telemarketers calling different selection ranges. The 'Contact Selection Range' can be found in the 'Marketing' module. Once in the 'Contact Selection Range' you will need to give a 'Name' for this specific contact selection range (ie, Marketing Contacts in the X province/state). Once that is complete you are required to 'Add' a Selection Criteria. To fill out the Criteria you need to add a 'Field' by clicking on the drop down button next to 'Field', fill in a 'Comparison' and then finally the 'Value' (The value will be the answer, ie, X province/state). You can add multiple Selection Criteria by clicking 'Add' or delete lines by clicking 'Delete'. Click 'Save' and done.
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Select the Marketing Tab
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Select Contact Selection Range
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Enter a Name for the Range to be created. The name should be descriptive enough that it is easily recognised
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by other users eg. Postcodes 4207 to 4210
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Select the ADD button - This will highlight a new line in the selection criteria area and the Field box
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Select the Field you want to filter on from the dropdown list, e.g. If you want Melbourne CBD contacts, you would
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most likely want everyone with a Melbourne CBD postcode (3000) therefore you will be filtering on the Postcode
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field - "tblmarketingcontacts.PostCode"
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Select the Comparison drop down list - This is a list of criteria options that define how you want to compare the data in the  
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"Field" to the Value that you will enter at the next step, e.g. In the above example you would choose the
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comparison "equal to". 
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Enter the Value e.g. 3000
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Note that as you populate the above fields, a search formula is being written in the selection criteria field. At this point you
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will see the formula "tblmarketingcontacts.postcode equal to 3000"
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Save or select ADD if you wish to add another option to this selection criteria
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Using Multiple Criteria
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Here is an example of how to select a range of postcodes and excluding one value within that range.
 
Here is an example of how to select a range of postcodes and excluding one value within that range.

Latest revision as of 23:26, 18 December 2014

Overview

Contact Range Selection

Contact Range Selection - Can you define a Contact Selection Range for your Marketing Lists?

A 'Contact Selection Range' can be made up of many different variables around your 'Marketing Contacts' in order to categories them and have multiple telemarketers calling different selection ranges. The 'Contact Selection Range' can be found in the 'Marketing' module. Once in the 'Contact Selection Range' you will need to give a 'Name' for this specific contact selection range (ie, Marketing Contacts in the X province/state). Once that is complete you are required to 'Add' a Selection Criteria. To fill out the Criteria you need to add a 'Field' by clicking on the drop down button next to 'Field', fill in a 'Comparison' and then finally the 'Value' (The value will be the answer, ie, X province/state). You can add multiple Selection Criteria by clicking 'Add' or delete lines by clicking 'Delete'. Click 'Save' and done.

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 i.e. "tblmarketingcontacts.PostCode" Select the Comparison drop down list - choose the comparison "greater or equal to". Select Value - enter the value being compared to i.e. 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 i.e. "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 i.e. "tblmarketingcontacts.PostCode" Select the Comparison drop down list - choose the comparison "not equal to". Select Value - enter the value being compared to i.e. 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

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