Assigning offers to cells in a TCS®
Some organizations create target cells and assign offers in a target cell spreadsheet (TCS®). Then, another person creates a flowchart to select customers to receive the offers. Follow these instructions if you are using a TCS® to assign offers.
1.
Open a campaign and click the Target Cells tab to open the target cell spreadsheet for the campaign.
2.
Click the Edit link in the spreadsheet.
The TCS® opens in edit mode and any existing cells that are used in flowcharts are highlighted in color.
3.
Click the Assigned Offer(s) column in the row for the cell where you want to assign offers.
4.
Click the Select One or More Offers icon Tiny magnifying glass icon in the cell where you want to assign offers.
5.
In the Select Offer(s) window, locate and select one or more offers or offer lists, or click the Search tab to find an offer by name, description, or code.
6.
After you select the offers that you want to assign to the current cell, click Accept and Close.
The Select Offer(s) window closes, and the Assigned Offer(s) column is populated with your selected offers.
7.
Click Save or Save and Return.
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