The criteria are used as labels that will enable you to segment your contact base, and thus target it with SAM. This classification is done manually.
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A criterion can be:
Visible or invisible on the Internet: If it's not visible on the internet, the criterion will still be visible for operators in the back office, who would fill out the information. However, if its set as visible, when a person would open an account on your internet ticket shop, you'll be able to display a series of questions that that person can fill out, such as: main interests, whether they want or not to receive a newsletter, leaflets, etc.
Applicable both to structures and individuals or applicable only to individuals or structures: The criteria are applied by default to both types of contacts because it is more practical and flexible. However, it is also possible to create a criterion that applies only to one of them.
- Compulsory or optional: All criteria are optional by default, otherwise it would complicate and slow down the creation of a contact file (both on the internet and in the back office). We recommend to choose carefully which criteria you select as compulsory.
- Centralized or by organization: All criteria are visible and can be used by every organization. Therefore, organizations can choose whether to use the same criteria set up or not.
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https://confluence.secutix.com/display/RN/Contact+criteria?searchId=4D706F1ZQ
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Within the contact file, in the back office, you can attribute a criteria to a contact from a set of predefined options:
Once the criteria is selected, a set of different options - also called values, will be displayed depending on the nature of the criteria:
- A list - to select one
- A multi-selection list
- Yes / no or T
- Free text: Not recommended if you want to use the field to target contact
When creating a new account through an internet sales channel, the text displayed to the client will be similar to this:
As you can see, in the criteria above there are lists (to select one), multi-selection lists and yes/no options. None of them were made compulsory.