You can use multiple rules to define a target group. You can choose to focus your selection by defining an additional rule that must also be met, or you can choose to broaden your selection by defining another rule that also qualifies people for the target group. Between separate rules there is a line with an operand value that can be either 'and'/'or'.
Multiple rules can be a part of a 'rule set'. Like "older than 40 and male". Also a rule set can consist of multiple rule sets. Rule sets give you the opportunity to treat multiple rules as a single rule when defining target groups. Think of it as placing parentheses in an equation.
Number of people in a target group
After you have defined rules, you can calculate how many matches the rules generate by clicking the Update button. The total number of people in the target group is indicated to the right of the Update button.
Defining rules
You can add rules and rule sets by clicking the Insert rule and Insert set buttons. To insert a rule in a rule set:
| · | Select the rule set by clicking the light green bar and then clicking Insert rule.
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| · | In the first dropdown menu you can select the attribute that you would like to define a rule on. For instance: 'department'
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| · | In the second menu you can choose Not if you want to select a group, for instance 'women' by making a rule which says: gender Not = Men.
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| · | In the third dropdown menu you can choose several signs to indicate larger than (>), equal to (=) etc.
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| · | In the fourth 'space' you can type a value such as a number, or if it is a dropdown menu, select the category you want. For example "department = marketing".
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| · | If you want to make a rule set such as "Department = marketing AND country = United States" choose Insert set.
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| · | If you want to define a new rule such as "OR country = United States" you choose Insert rule.
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| · | Deleting rules and rule sets can be done by selecting them and then clicking the Delete button.
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Preview
The third window gives a preview of the target group. It shows a small selection of the group. The left side of the window shows the names of the selected people. On the right side you can see two attributes for each person. Via a dropdown menu every attribute can be selected. With this preview you can see the characteristics of the target group. Using the tabs you can change back and forth between Rules and Preview to change the rules until the target group has the desired characteristics. When you are finished, simply click the OK button and the rules are saved. The newly defined target group is now listed in the overview of target groups.
Figure 17: Defining a new target group step 3: Preview