---
title: "Customer eligibility"
slug: "customer-eligibility"
description: "Define which customers are eligible to receive an action."
tags: ["Campaign Manager"]
updated: 2024-05-03T05:41:42Z
published: 2024-05-03T05:41:42Z
canonical: "docs.zilliant.com/customer-eligibility"
---

> ## 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 eligibility

After uploading customers into Zilliant, you can view their details and exclude them from being assigned [campaign actions](/v1/docs/about-campaigns#actions) 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=2026-11-10T03%3A24%3A17Z&se=2026-11-10T04%3A24%3A17Z&sr=c&sp=r&sig=KosPRl3zaKjrT8WhynT%2BUvr0tN6XhLPzVGbjD%2BJPTgA%3D)

The **Customers** worksheet includes the following column referenced by Campaign Manager workflows:

- **Exclusion Flag**—Defines customers to exclude from being assigned any campaign actions. This exclusion does not filter campaign actions from the Action Review worksheet, but is considered in the validation step prior to publish.

The **Customers** worksheet also includes default calculated columns to use for **Customer Scope Field** values. For more information about customer scope, read [Customer scope](/v1/docs/define-customer-scope).

## Adjust eligibility

To edit the rules for the **Exclusion Flag** column:

1. Go to the top-right corner of the screen and select **Column and KPI Settings**.
2. The **Column and KPI Settings** sidebar appears on the right side of the screen. Go to the **Column** tab.
3. Select the **Exclusion Flag** column card.
4. Adjust settings in the modal. 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=2026-11-10T03%3A24%3A17Z&se=2026-11-10T04%3A24%3A17Z&sr=c&sp=r&sig=KosPRl3zaKjrT8WhynT%2BUvr0tN6XhLPzVGbjD%2BJPTgA%3D)
5. Go to the bottom-right corner of the modal and select **Save**.

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

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

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/table_60(1).png?sv=2026-02-06&spr=https&st=2026-11-10T03%3A24%3A17Z&se=2026-11-10T04%3A24%3A17Z&sr=c&sp=r&sig=KosPRl3zaKjrT8WhynT%2BUvr0tN6XhLPzVGbjD%2BJPTgA%3D)

Column and KPI Settings