Vantage CX uses criteria to determine the pool of messages that the customer qualifies to receive. For example, the customer qualifies for Offer A only if the customer's credit score is greater than 750.
You can link criteria to message strategies, messages, message groups, decision point destinations or paths, strategies, and channels.
- Select .
- Select Create New.
- Complete Name, Keyname, and optional Description.
- Select whether this is a message-only criterion.
Setting Value Message Only When selected, you can link the criterion to only messages. Use this to define a criterion that tests something about the current message (such as whether the message has been presented before). If that is what you want to do, select Message Only, create a criterion using the Contact Selection function to test something for the current message, and link the criterion to one or more messages. - Select Create.
- Select Criteria.
- In the rule criteria builder, define the criteria using the drag-and-drop interface. For more information, see Criteria.