Deal Customer Criteria

When a promotion is created, all customers in the system are automatically eligible. If you do not want the promotion available to all customers, use the Customer Criteria section to define the customers who qualify for the promotion.

Follow the steps below to add customer criteria to a deal.

Step	Action
1	To add a group of customers that share demographic information such as City, State, Zip Code, Country, etc. enter the pertinent attributes into the Shipping or Billing address boxes.
2	If there is additional criteria available to choose from (as determined during your implementation), it is located in the Other Information box. NOTE: To refine your list by including specific customer IDs, save your criteria and update your list. Click on the Customers list tab to enter any IDs.
3	Once criteria is entered, click the Save Criteria button.
4	Click the Update Customer List button in order to refine the eligible customers for the promotion. Important: Both buttons need to be click in order save your information.
5	Individual customers or customer groups can be made eligible for the promotion using under the Customers tab. IMPORTANT: In order to manually include or exclude customer IDs or Customer Groups, you must first enter customer criteria under the Customer Criteria tab. Enter the Customer ID in the field provided or search for it using the Customer Picker icon. Click on the X icon of any line to remove a customer ID from the list.
6	Manually deleted IDs are listed in the Excluded Customer Listing box.
7	Select a Customer Group from the drop-down list (as needed) to be part of the promotion.