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About Account Targeting

You can use Account Targeting only 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 query conditions. End users can apply target lists when scheduling routes or viewing objectives. Typically, target lists are for a specific purpose and period of time in support of a corporate promotion, a campaign, or an objective.

Retails sales representatives use the views in the Target Accounts screen to perform advanced queries on the accounts that they 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 in 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, that have a distribution code of B, and that last placed an order more than three weeks ago

You can apply target lists individually or in combination with other target lists when you schedule routes or design objectives and corporate 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 target list of all California accounts that were not visited in the past 30 days. You can intersect the two lists and save the target list of all California accounts that were not visited in the past 30 days and that are out of stock of 20-ounce bottles of Apricot Splash. You can apply this target list to routes that retail sales representatives visit. For information about assigning target lists to routes, see Assigning Target Lists to Routes (End User).

NOTE:  You must execute Account Targeting queries in the same view in which users create the queries, so include the name of the appropriate view in the query name.

You can apply the target list to a route, an objective, or a corporate promotion. For information about applying target lists to:

• Routes, see Routes.
• Objectives, see Objectives.
• Corporate 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.