Global selections

Global Selections are applied to all records before any further processing occurs, and are useful for enforcing high-level policies. For example, you can exclude customers with a history of payment problems, or ensure that customers do not receive an offer within two months of a previous offer.

Figure 1. Global selections
Global selections
  1. On the Global Selections tab, select Create a new rule.
  2. For the rule name, specify Bad Payment Record.
  3. For the expression, choose Has Bad Payment Record as the input field. (Click the down arrow to choose a field input and then select the Has Bad Payment Record field.)
  4. To complete the expression, specify 1 as the value to match (where 1 is the "true" value).
  5. On the Global Selections tab, click the Include/Exclude icon to change the state to Exclude.
  6. Add an additional rule to exclude customers if Weeks Since Last Offer < 8. After creating the rule, don't forget to change the state to Exclude.