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.

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.

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.

Customer Scope Field is a campaign attribute 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.
   
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.
   
6. Go to the bottom-right corner of the modal and select Save.