Add Customers
Explanation
This activity is used to specify the targeted customers
who will participate in the campaign. Customers can be specified manually or added from
a customer hierarchy.
Note: If the Valid for All Customers
check-box in Campaign/Valid for Customers tab is selected, no customers can be
added using this activity. In this case all customers specified in the basic data are able to use the campaign.
Prerequisites
This activity has the following prerequisites;
- A campaign header should have been created.
- Required customers or the customer hierarchy
should have been created.
- The user entering the information must have access
to all the sites to be added. This is done in the
Sites per User window.
System Effects
- All entered customers will be included in the
campaign.
Window
Campaign
Related Window Descriptions
Campaign
Campaign/Valid
for Customers
Procedure
- Open the Campaign window, query
for the required campaign and click the Valid for Customers
tab.
To enter customers manually:
- In the Customer sub tab, click New and enter the customer or
select from the List of Values.
- Save when all required customers have been entered.
To enter customers from a customer hierarchy:
- Right-click in the Valid for Customers/Customer tab, select
Add Customers from Customer Hierarchy and the
Add Customers from Customer Hierarchy
dialog box will open.
- Enter the required customer hierarchy and the relevant description will
appear.
- Click OK.
To enter all customers within a specific customer price group:
- In the
Customer Price Group sub tab, click New and
enter the customer price group or select from the List of Values.
- Save when all required customer price groups have been entered.