Customer Settings

Marketing

You can use the Managing Marketing Settings page to create marketing settings. Each marketing setting is a collection of parameters that control what marketing information is displayed. Once you create and name settings, you can assign them to your shoppers. Marketing settings let you allow or deny access such as the ability to view Web specials or point rewards. You can also use this page to allow your shoppers access to coupons and promotions. For more information, see About Coupons and Promotions.

Note: The Default Marketing settings let you make changes that can be used to accommodate most of your shoppers. However, you can create additional settings. This page also lets you filter the information shown. To set a filter, enter the limit information in the box. Then, click the down arrow to the right of the box and select a filter from the list. For more details, see Filtering Information.

1. Click Customer Settings and choose Marketing.

Note: You or an account administrator can also edit a user’s Marketing Settings on the Customer View page. This lets you change a specific parameter within the group setting or assign the customer to a new group. If you click to edit the customer’s settings on the Customer View page, you are prompted that doing so removes the customer from the current setting group. To continue, click OK.

2. The Marketing Settings page opens. You can:
   
   Search within the various groups by Description, Customer Count, Last Modified, and Created Dates. You can also view the customers assigned to a specific group. Click  to expand or click   to collapse the user list. After you expand the list, additional search filters let you search by First Name, Last Name, (customer) Email, UserName, Account, or Department.
   
   Click Export to CSV to view a list of customers to which a setting has been assigned. When the dialog box opens, view the document or save it as a .csv or .txt file. By saving, you can view and manipulate the data later in Notepad or a spreadsheet.
   
   Click to edit an existing setting. Enter the new information over the existing information and click Update.(The Default setting name has been added for your convenience. Once you have edited the Default setting, we recommend you do not make further changes to this setting.)
   
   Click to delete an existing setting. At the Are You Sure prompt, click OK. Marketing settings cannot be deleted if they are currently assigned to a shopper.
   
   Click Add New to create a new setting. Click each link below for more information.
   
   Setting Name
   Display Web Specials
   Rewards Program
   Allow Promotions and Coupons

3. When finished, click Update to save an existing setting or click Save to save a new setting.