Defining Demographics

Demographics

In ServiceCEO, a demographic is a selected group of customers based on characteristics and/or filters you define. You can create a demographic and then reuse it in multiple campaigns without redefining your filter criteria. Demographics are typically used to define the audience for Campaign Tasks.

Creating Demographics
Deleting Demographics

Creating Demographics

To create a demographic:

Select Tools > Lists > Demographics. The Demographic Maintenance dialog box appears.

Click Add. The Demographic Builder dialog box appears.

Tip:
The filters in the Demographic Builder are identical to the filters in the Marketing Module report.

Type a name for the demographic in the Name field.
Type a description of the demographic in the Description field.
Select the check boxes corresponding to the customer locations you want to include in the demographic:
- Target the locations specified by the filter tabs. All locations that match the criteria you define in the filter tabs will be included. This check box is selected by default.
- Target the PRIMARY locations of the specified Customers. Will include only the primary locations for customers matching your criteria (as defined in the demographic filters).
- Target the BILL TO locations of the specified Customers. Will include only the bill to address for customers matching your criteria (as defined in the demographic filters).

Tip:
You can select multiple customer location check boxes to further refine your location criteria. For example, if you select the first two check boxes, the demographic will include only the primary location for every customer returned by your filter criteria.

Note!

Note:
The Primary and Bill To addresses are defined in the customer's Address Information dialog box. See the Defining a Customer Address section for more details.

Select the option button corresponding to the contacts that you want to include in the demographic:
- Primary contact. Will only include each customer's primary contact. This option button is selected by default. (The primary contact is the first contact listed in the customer's Contact Name drop-down list.)
- All contacts. Will include all customer contacts.
Select the option button corresponding to the order in which the output will be sorted:
- Alphabetically by Name. This option button is selected by default.
- ZIP Code.
Select your filter criteria from the left side of the dialog box. For details, see the Demographic Filters section.
Click OK. The demographic is saved.

Caution!

Caution:
You cannot edit a demographic once it has been created, so be sure that the demographic contains the correct filters before you save it. If you want to preview a filter setup to review the results, preview the mailing labels output using the Marketing Module report. This report uses the same filters as the Demographic Builder.

Deleting Demographics

You cannot delete a demographic that are used for any active or completed campaign tasks. If the demographic is not in use, follow these steps:

Select Tools > Lists > Demographics. The Demographic Maintenance dialog box appears.
Select the demographic you want to delete.
Click Delete. A confirmation dialog box appears.
Click Yes. The demographic is deleted.
Repeat steps 2-4 to delete additional demographics.
Click OK.

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