Advanced Selections 

Use

Target groups enable you to aim campaigns or trade promotions at specific business persons or contact persons, grouped according to your own criteria. Using advanced selection, you can apply more detailed criteria to your selection than with standard selection.

Prerequisites

The name of the campaign or trade promotion for which you want to generate a result list is displayed on the Campaign or Trade Promotion tile of the Marketing/Selections tile set.

Activities

In the Marketing/Selections tile set on the Selections Details tile, you create a new selection header of either the type Advanced Selection Business Partners or Advanced Selection Contact Persons and save your entries. By selecting the hyperlink for your selection on the Selections tile, you access the Marketing/Advanced Selections tile set, where you can set the criteria for selecting the business partners and contact persons who will form the result list. 

The system generates a result list based on the selection criteria.

Choose one of the six options to access the corresponding function:

Function	Description
Delete	Items that you select are deleted from the result list.
Info	A dialog box appears containing information on the results list.
Add	The Target Groups dialog box appears, where you can select a target group. All business partners and contact persons from the result list are added to the target group.
Remove	The Target Groups dialog box appears, where you can select a target group. The items in the result list are removed from the target group.
Replace	The Target Groups dialog box appears, where you can select a target group. The items in the target group are replaced by the items in the result list.
Create New Target Group	A dialog box appears, where you can enter the name of the target group. A new target group is created containing all of the items in the result list.

The Add, Remove, and Replace options are only active when at least one target group is assigned.