Targeting Section

The Targeting section specifies the members the offer applies to and the store locations where the offer is available. It contains the following subsections:

• Audience Targeting
• Location Targeting

Audience targeting

Audience targeting specifies the members eligible for the offer. You can target an audience in two ways:

1. Everyone: The offer applies to all members.
2. Specific Audiences: The offer applies only to members who match a defined audience. To define the audience, use one of the following methods:
   • Query Builder: Build logical conditions using profile attributes, purchase history, or both.
   • Upload List: Upload a CSV file that contains the customer IDs of the members to target.
   • Audiences: Choose from a list of pre-configured audiences.

When you target specific audiences, you also need to set the audience type, which controls how the audience is maintained over time. Choose from the following options:

1. Static (Recommended): The audience is locked in when the offer is published and does not change.
2. Dynamic: The audience is re-evaluated over time. Newly qualifying members are added, and members who no longer qualify are removed.

note

When the audience type is Static, you can also enable an Offer Control Group. This holds out a percentage of the target audience as a control group. Members assigned to the control group do not see the offer in any channel and are not eligible to earn rewards for completing it. Control assignment is random.

When you target specific audiences, you also need to set when targeting begins. Choose from the following options:

1. Apply targeting when offer is published: Targeting takes effect at the same time the offer is published.
2. Apply targeting at a specific date: Targeting is delayed until the date and time you specify, which must be at least 24 hours before the offer's display or start date.

Location targeting

Location targeting specifies the store locations where the offer is available. Choose from the following options:

1. All Stores: The offer is available at all store locations.
2. Specific Stores: The offer is available only at stores that match the conditions defined in the Store Attributes query. Attributes include Channel, Country Code, Postal Code, Province/State, Retail Banner, and Store ID.

note

Both the audience query builder and the store attributes query builder include a Show Query Preview toggle that displays the underlying query for the conditions you have built. Use this to validate the logic before publishing.

Set up audience targeting for an offer

1. In the Audience Targeting section, select one of the following options:

   • Everyone: Make the offer available to all members. No further audience configuration is required.
   • Specific Audiences: Make the offer available only to a defined audience. Continue with the steps below.

2. In the How would you like to select your audience? section, choose one of the following methods:

   • Query Builder: Build logical conditions using profile attributes, purchase history, or both.
   • Upload List: Upload a CSV file containing the customer IDs of the members to target.
   • Audiences: Choose from a list of pre-configured audiences.

3. If you selected Query Builder, in the What type of audience targeting? section, choose one of the following options:

   • Profile Attributes and/or Purchase History: Build conditions using both member profile attributes and purchase history.
   • Profile Attributes ONLY: Build conditions using member profile attributes only.
   • Purchase History ONLY: Build conditions using purchase history only.

4. In the builder section that appears, define the conditions for the audience:

   • Use + Add Condition to add a new condition to the current group.
   • Use + Add Group to add a new condition group.
   • For each condition, select the attribute, the operator, and the value.
   • Use the OR or AND toggle to set how the conditions in a group are combined.
   • For purchase history, configure conditions across the Products, Amount, and Timeframe subsections as needed.

5. Optionally, select Show Query Preview to view the underlying query generated from your conditions.

6. Optionally, select Preview Target Count to estimate the number of members matching the current query.

7. In the What type of targeting would you like to apply? section, select the audience type:

   • Static (Recommended): Lock the audience in when the offer is published.
   • Dynamic: Re-evaluate the audience over time as members qualify or stop qualifying.

8. If you selected Static, optionally select the Enable Offer Control Group checkbox and enter a percentage in the Control Group Percentage field to hold that percentage of the audience out of the offer.

9. In the When should targeting begin? section, select one of the following options:

   • No — Apply targeting when offer is published: Apply targeting at the time the offer is published.
   • Yes — Apply targeting at a specific date: Apply targeting at the date and time you select. The date must be at least 24 hours before the offer's display or start date.

Set up location targeting for an offer

1. In the Location Targeting section, select one of the following options:

   • All Stores: Make the offer available at all store locations. No further location configuration is required.
   • Specific Stores: Make the offer available only at stores matching a defined query. Continue with the steps below.

2. In the Store Attributes section, define the conditions for the stores:

   • From the attribute dropdown, select one of Channel, Country Code, Postal Code, Province/State, Retail Banner, or Store ID.
   • Select an operator and enter or select a value.
   • Use + Add Condition to add another condition to the current group.
   • Use + Add Group to add a new condition group.
   • Use the OR or AND toggle to set how the conditions in a group are combined.

3. Optionally, select Show Query Preview to view the underlying query generated from your conditions.