• Utilities Customers Pages
  • Utilities Customers-Query Select Page
  • Utilities Customers-Customer Marketing Page
  • Utilities Customers-Add Offers Page
• Performing Customers Batch Processes
  • Updating Customer Marketing Data in Batches
  • Generating Offers in a Batch
    • Searching for Customers Eligible for Offers
    • Selecting Customers Eligible for Offers
    • Making Customer Offers

The Customers|Query Select page enables you to perform either of the following:

• Load queries.
• Configure and run Customer Offer Search queries against selected customer accounts.
• Select customers to create offers for.

Available Customer Queries

When a Customer Offer Search query is not loaded, the customer query section provides a list of customer queries you can load.

The following image illustrates the Utilities application Customers|Query Select page:

By default, the list of available queries include the following:

Customer Offer Search Criteria

The following image illustrates the customer query section of the Customer|Query Select page when the Customer Offer Search query has been selected:

Selecting the Customer Offer Search query will enable the following properties on the Customer|Query Select page:

Property	Description
Customer Number	Enables you to filter the search base on the customer’s unique identifier. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Phone Number	Enables you to filter the search base on the customer’s primary telephone number. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Last Name	Enables you to filter the search base on the primary contact’s surname. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default First Name	Enables you to filter the search base on the primary contact’s given name. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address Street	Enables you to filter the search base on the customer’s primary street address or post office box. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address City	Enables you to filter the search base on the city, town, or village the customer’s primary street address is located within. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address Country	Enables you to filter the search base on the country the customer’s primary street address is located within. To select more than one country, hold CTRL or SHIFT while making your selections.
Default Address Postal/Zip Code	Enables you to filter the search base on the post office identifier assigned to the customer’s primary street address or post office box. To add additional fields, click or press CTRL+TAB once you have made an entry.
Account Type	Enables you to filter the search base on the customer account type. To select more than one account type, hold CTRL or SHIFT while making your selections.
Customer Organization Type	Enables you to filter the search base on the type of customer account.
Customer Organization Name	Enables you to filter the search base on the name of the organization the customer is a member of. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Contact Email	Enables you to filter the search base on the customer’s email address. To add additional fields, click or press CTRL+TAB once you have made an entry.
User Name	Enables you to filter the search base on the name which the customer uses when logging into AudienceView Online. To add additional fields, click or press CTRL+TAB once you have made an entry.
Customer Class	Enables you to filter the search base on the type of customer . To select more than one customer class, hold CTRL or SHIFT while making your selections.
Customer State	Enables you to filter the search base on the state of the customer’s account. To select more than one customer state, hold CTRL or SHIFT while making your selections.
Legacy Account Number	Enables you to filter the search base on the customer’s account number prior to its inclusion into AudienceView. To add additional fields, click or press CTRL+TAB once you have made an entry.
Duplicate Customer ID	Enables you to filter the search base on the unique identifier for an account containing duplicate information.
Customer Membership Points Total	Enables you to filter the search base on the total number of membership points this customer has earned. To add additional fields, click or press CTRL+TAB once you have made an entry.
Benefit	Enables you to filter the search base on the name of the benefit this customer has earned. To select more than one benefit, hold CTRL or SHIFT while making your selections.
Page Size	Enables you to filter the search base on the number of records to display per page returned in the results.
Search Type	Specifies the type of matches you are expecting: Match Any: When you want to search for records containing one or more of the search terms you selected. Match All: When you want to search for records that contain all of the search terms you selected.
Search	Runs the specified query and displays the results in the Select Customers section. For more information, refer to Select Customers Section.

Select Customers Section

When you run a Customer Offer Search query, the results of this query appear within the select customers section of the Customers|Query Select page.

This section includes the following properties: