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How do I add/maintain product selection criteria?

 

Creating a new product selection criteria.

In the sub criteria when you select an option including 'Product', you will then be presented with an additional field for 'Products'. Select the 'New' button next to the drop down box for the Products criteria in your campaign.

 

This defaults you to your 'Primary' Product selection criteria, this enables you to fill in your criteria for product selection. This is based on:

  • Catalogue – Enables you to select which Catalogue you wish to use for your campaign.
  • Ranges – Enables you to select which Range of products you wish to use for your campaign.
  • Groups – Enables you to select from the Groups associated to which Range you’ve selected.
  • Sub-Groups – Enables you to select from the Sub-Groups associated to which Group you’ve selected.
  • Brands – Enables you to pick a specific brand of products.
  • Manufacturers – Enables you to pick a specific manufacturer of products.
  • Groups – Enables you to pick products that are in a specific product group.

You can preview the product selection from the details you've entered by pressing the 'Preview' button.

To then save these details, place a reference into the 'Save As' field, something relating to what the product selection so you instantly know what the selection is so you know what it is for future use.

Modifying saved product search criteria inside a campaign.

When in your marketing campaign and you require to modify the product selection that you want to use. If you select the product selection from the drop down box and then select the ‘Edit’ button, this will bring up the product criteria screen so you can modify the selection.

Modifying saved product search criteria outside a campaign.

When you're in the Marketing screen, you are able to simply modify product search criteria without entering your campaign.

To do this you simply have to click on the 'Saved Criteria' option. This will then bring up a box with all your saved criteria in.

To then edit one of your saved criteria, highlight the saved criteria you wish to modify and then select the 'Edit' button, this will bring up the product criteria screen so you can modify the selection.

Deleting saved product search criteria.

If you no-longer require a saved criteria in Marketing and wish to delete it so it does come up for selection in a campaign.

In the Marketing screen, select the 'Saved Criteria' option. This will then bring up a box with all your saved criteria in.

To then delete one of your saved criteria, highlight the saved criteria you wish to delete and then select the 'Delete' button.

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