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This Contact Optimization session should
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Exclude removes those contacts that meet the criteria that follow.
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Include keeps all proposed contacts that belong to the selected segment. It also keeps remaining contacts not belonging to selected segments, and not matching the offer, channel, and offer version criteria. It does not exclude contacts that do not meet the criteria. If you select Any Customer, then all proposed contacts are kept, regardless of offer, channel, and offer version criteria.
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Segment Name limits the rule to customers in the segment you select.
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Any Channel applies to offers regardless of delivery channel.
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Channel name narrows the rule to those offers on the channel you specify only.
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Offer/offer list narrows the rule to the specific offer or offer list you select.
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Offer Versions narrows the rule to offer versions with the offer attributes you specify in the query builder. Use offer version to scope the rule to apply to only specific offer versions defined using parameterized offer attributes.
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“This Contact Optimization session should
Exclude customers in the segment
OptOutTable for offers from channel
Any Channel concerning offer/offer list
Any Offer.” This rule removes all proposed contacts for any customers in the OptOutTable.
"This Contact Optimization session should
Include customers in the segment
GoodCreditRating for offers from channel
Any Channel concerning offer/offer list
Credit Offers" This rule ensures that only customers in the GoodCreditRating segment receive Credit Offers, regardless of channel.
"This Contact Optimization session should
Exclude customers in the segment
DoNotCall for offers from channel
Call Center concerning offer/offer list
Any Offer" If you create a segment called DoNotCall containing all customers who filled out a form that said they did not want any solicitation calls, you can exclude them from receiving any offers delivered by the Call Center channel.
“This Contact Optimization session should
Include customers in the segment
Email for offers from channel
Email concerning offer/offer list
Any Offer.” This rule ensures that the optimized contact list contains only email offers for those customers in the Email segment.
“This Contact Optimization session should
Include customers in the segment
HighCreditScores for offers from channel
Any Channel concerning offer/offer list
Platinum Cards.” This rule ensures that the optimized contact list gives only platinum card offers only to customers in the HighCreditScores segment.
“This Contact Optimization session should
Include customers in the segment
Any Customer for offers from channel
Any Channel concerning offer/offer list
Platinum Card Email with Expiration Date > 1/30/07.” This rule ensures that the optimized contact list contains only platinum card email offers that expire after 1/30/07.