You are here: Create a Campaign > Define Campaign Search Criteria

Define Campaign Search Criteria

A campaign call list can be filtered based on a custom search query. You can define a custom query, and generate a custom call list based on specific CRM fields and values under the CRM object.

Campaign > Filter allows you to define a custom search query. You can validate a query by test running the query.

Note: You cannot alter a campaign filter after initiating the campaign.

To define search criteria for a campaign:

  1. Click the Search tab for a campaign.
  2. Select a field name from the drop-down list and enter a value. You can nest multiple search criteria to create a complex query.
  3. Click to nest search criteria. Let's say a complex query retrieves customer records with <Credit Rating greater than 700>, <Expense in the last 6 months greater than 30000>, <Expense in the last year greater than 100000>, and <Income Range between 3 and 4>.
  4. Click Test to validate the search criteria. If the test passes, you have defined a valid filter. If the test fails, check for any errors and redefine the filter.
  5. Click Save.

Filter Campaign Lists Based on Do Not Call Preferences

While creating a campaign filter, you can filter those numbers from Local CRM records that are registered with the Telephone Preference Service (TPS) and Corporate Telephone Preference Service (CTPS), to be compliant with TPS and CTPS. This feature is currently supported for UK phone numbers, but will be extended to other countries in future releases.

This feature helps customers to be TPS/CTPS compliant, but does not guarantee it. Customers are responsible for their own compliance. It is recommended not to run campaigns longer than 28 days.

Note: The Telephone Preference Service (TPS) is a UK register of domestic telephone numbers whose users have indicated that they do not wish to receive sales and marketing telephone calls.

Note: The Corporate Telephone Preference Service (CTPS) is a list of organizations (limited companies, public limited companies and Scottish partnerships) who have registered their wish not to receive unsolicited direct marketing calls.

To filter campaign list based on Do Not Call lists:

  1. Log in to Configuration Manager.
  2. Open Campaigns and select a campaign from the list, or click Edit.
  3. Go to the Filter tab.
  4. Make sure check Do Not Call lists is selected.
  5. Click Test to check your filter criteria.
    For details, see our content on how to define campaign search criteria.

See Also

 


Send us your Feedback