Targeting

Through the Targeting module, users can utilise internal data (where available) and data from external sources to draw up lists of customers or prospects to contact for marketing actions.

Targeting allows users to define the rules of inclusion and exclusion in either global or individual marketing campaigns and those for managing contact policies (e.g. maximum number of contacts per prospect/customer in the month).

By establishing targeting rules and checking the lists, multiple marketing campaigns can be managed without the risk of multiple contacts to the same name.

Objectives
 
Features
  • Selection of clients based on all available, updated information
  • Simple methods to define the target
  • Easy extraction management
  • Unique customer view
  • Access to all customer information in one place
  • No need to write code or know programming languages
  • Extractions can be scheduled.