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About Account Targeting

Account Targeting can only be used on a mobile user's local database. It allows end users to perform advanced queries on accounts and save the results. The results of these queries are called target lists. Target lists consist of accounts that meet the conditions defined by a query and can be applied by end users when scheduling routes or viewing objectives. Typically, target lists are for a specific purpose and period of time, such as in support of a promotion, a campaign, or an objective.

The views in the Target Accounts screen are designed for performing the kinds of advanced queries on accounts that retail sales representatives are most likely to need when creating target lists. For example:

• Accounts in New Jersey with sales greater than $60,000 over the last half year
• Accounts that are located within a specific range of postal codes, and that were last audited over five weeks ago
• Accounts in California that are out of stock for a product
• Accounts that are visited weekly, have a distribution code of B, and last placed an order more than three weeks ago

Target lists can be applied individually or in combination with other target lists when you are scheduling routes, or designing objectives or promotions. For example, you can generate a target list of all California accounts that are out of stock of 20-ounce bottles of Apricot Splash. You can generate another account list containing all California accounts that have not been visited for the past 30 days. You can intersect the two lists and save the target list of all California accounts that have not been visited for the past 30 days and are out of stock of 20-ounce bottles of Apricot Splash. This target list can be applied to routes visited by retail sales representatives. For information on assigning target lists to routes, see Assigning Target Lists to Routes (End User).

NOTE:  Account Targeting queries must be executed in the same view in which they were created, so naming standards should include the name of the appropriate view.

The target list can be applied to a route, an objective, or a promotion. For information on applying target lists to:

• Routes, see Routes.
• Objectives, see Objectives
• Promotions, see Trade Promotions

NOTE:  The Account Targeting module is designed for end users, such as retail sales representatives, who have local data access and are not continuously connected to a network.