Showing posts with label Eligibility Criteria. Show all posts
Showing posts with label Eligibility Criteria. Show all posts

Thursday, January 22, 2009

Only Sending to my Territory - List Eligibility


As your marketing database grows, and your marketing team grows with it, you'll soon want to manage communication by region or territory, so that your communications are not accidentally sent to unintended recipients.


You can do this with a very powerful capability called "Eligibility Criteria" for your distribution lists. Eligibility Criteria create a "universe" to which your email can be sent, and ensure that it is not sent outside of that universe. For example, if I was a marketer for South-East Asia, I would want any of my lists to have an Eligibility Criteria of "anywhere in South-East Asia". If a contact met that criteria, they could receive my emails, if they did not, they would not receive my emails, even if they were otherwise included in the distribution list.


The components of a Distribution List's Eligibility Criteria will be familiar to you. The most commonly used is a Filter, but you can also use Groups if you would like. To set up the territory we just described, we would use a Filter that defined the territory of South-East Asia - see the blog post on targeting a territory here: http://eloqua.blogspot.com/2008/12/targeting-territory.html.


Now, regardless of how the Include and Exclude criteria are set up, only contacts in South-East Asia will receive this email.


To make this feature more powerful, you can set up defaults for each of your users. In the User Management area, select Distribution List Defaults to set up the Eligibility Criteria that is to be added to each Distribution List created by that user. (this can, of course, be managed in bulk rather than individually for each user, but that will be the subject of a later post).