---
title: "Customer scope"
slug: "customer-scope"
description: "Define which customers to include in a run of the campaign."
updated: 2023-11-15T17:16:23Z
published: 2023-11-15T17:16:23Z
canonical: "docs.zilliant.com/customer-scope"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer scope

Manage customer scope settings for campaigns in the Customer Scope worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Customer Scope worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customer%20Scope%20Worksheet.png?sv=2026-02-06&spr=https&st=2026-10-30T09%3A23%3A31Z&se=2026-10-30T10%3A23%3A31Z&sr=c&sp=r&sig=iXXKQS0ufkOd3CufMAUzrRXmmZdeOSI2XM6LvkjNfvU%3D)

## Attributes

Each customer scope has the following attributes:

- **Campaign Id**—Links the customer scope to a campaign.
- **Customer Scope**—Value that maps to the Customers worksheet field defined in the Customer Scope Field column on the Campaigns worksheet.
- **In Scope**—Indicates whether the customer scope is considered in scope for a campaign. If you select this checkbox for one or more customer scopes for a campaign, then only customers that meet the customer scope's criteria are included in a run of that campaign.

          Note

          

If you do not select the **In Scope** checkbox for any customer scope for a campaign, then the campaign runs without customer scope constraints.

When you run a campaign with customer scope constraints, only customers that meet the selected customer scope's criteria will appear on the Action Review worksheet.

## Worksheet actions

The Customer Scope worksheet has one worksheet action.

- **Remove Out of Scope Lines**—Deletes customer scopes on the worksheet for which the **In Scope** checkbox is not selected.

## Customer Scope Field

After uploading customers into Zilliant, you can adjust *Customer Scope Field* values through the Customers worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Customers worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customers%20Worksheet.png?sv=2026-02-06&spr=https&st=2026-10-30T09%3A23%3A31Z&se=2026-10-30T10%3A23%3A31Z&sr=c&sp=r&sig=iXXKQS0ufkOd3CufMAUzrRXmmZdeOSI2XM6LvkjNfvU%3D)

**Customer Scope Field** is a [campaign attribute](/v1/docs/about-campaigns#attributes) that is used when the **Populate Campaign Customer Scope** worksheet action is run. Available values for this field are the column labels on the **Customers** worksheet that aren't the exclusion flag.

The **Customers** worksheet includes the following calculated columns by default:

- **Sales Group**—Defines the Customer Sales Group referenced by any Max Per Sales Group limits for a campaign action.
- **Feedback Loop Segment**—Defines the Feedback Loop Segment referenced by the **Feedback Loop** worksheet. The pursued rate that is referenced in the Action Review workbook is calculated at the level of Action Type + Product Group + Feedback Loop Segment.
- **Customer Currency**—Defines the currency used by the customer. This is referenced when updating the benefit measurement to establish a currency conversion rate to a normalized currency, based on the rates established in the Currency Conversion worksheet.

## Add a value

To add a Customer Scope Field value:

1. Go to the Customers worksheet.
2. Select **Column and KPI Settings**.
3. The Column and KPI Settings side bar will appear on the right side of the screen. Go to the **Column** tab.
4. Click on the **Manage columns** dropdown and select the column type you want to add.  

![Manage columns dropdown](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customers%20Worksheet%20-%20Column%20&%20KPI%20Settings%20-%20New%20column.png?sv=2026-02-06&spr=https&st=2026-10-30T09%3A23%3A31Z&se=2026-10-30T10%3A23%3A31Z&sr=c&sp=r&sig=iXXKQS0ufkOd3CufMAUzrRXmmZdeOSI2XM6LvkjNfvU%3D)
5. Fill out all required and desired fields in the modal.
6. Go to the bottom-right corner of the modal and select **Save**.

## Edit a value

To edit a Customer Scope Field value:

1. Go to the Customers worksheet.
2. Select **Column and KPI Settings**.
3. The **Column and KPI Settings** side bar will appear on the right side of the screen. Go to the **Column** tab.
4. Click on the desired column's card.
5. Adjust settings in the modal as desired. To refine the column's rules, you can type certain commands as executed in SQL in the **Column definition** field.  

![Column fields](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Customers%20Worksheet%20-%20Column%20&%20KPI%20Settings%20-%20Exclusion%20flag%20fields.png?sv=2026-02-06&spr=https&st=2026-10-30T09%3A23%3A31Z&se=2026-10-30T10%3A23%3A31Z&sr=c&sp=r&sig=iXXKQS0ufkOd3CufMAUzrRXmmZdeOSI2XM6LvkjNfvU%3D)
6. Go to the bottom-right corner of the modal and select **Save**.

To navigate, go to **Campaign Manager** > **Campaign Manager** > **Customer Scope**.

To navigate, go to **Campaign Manager **> Campaign Manager > Customers**.**

To navigate, go to **Campaign Manager** > **Campaign Manager** > **Campaigns**.

To navigate, go to **Campaign Manager** > **Campaign Manager** > **Action Review.**

Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**.

To navigate, go to **Sales IQ** > **Engine Config** > **Currency Conversion**.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-10-30T09%3A23%3A31Z&se=2026-10-30T10%3A23%3A31Z&sr=c&sp=r&sig=iXXKQS0ufkOd3CufMAUzrRXmmZdeOSI2XM6LvkjNfvU%3D)

Column and KPI Settings