The criteria and the indicators can be considered labels that will allow youto identify specially the groups of contacts. The criteria allow to sort manually the contacts, whereas the indicators are calculated by the system automaticallyare used as labels that will enable you to segment your contact base. This classification is done manually.
The criteria are usually set at the beginning of the project, before the recovery of the contact data. If you need to create new criteria later, you could do it requesting a service here.
A criterion can be:
Visible or invisible on the Internet: when a person opens an account on the online box office, you can suggest they show certain information through criteria such as: sites of interest, sending of newsletter, leaflets, etc. that may be of interest to them. You could decide whether a criterion is visible on the Internet (indicated by the contact itself) or just visible and attributable by the operators in the back office.
Criteria visible on the Internet (personal area)
Criterion available from the back office
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Applicable regardless the structures and the individuals; applicable only to the individuals or the structures: the If it's not visible on the internet, the criterion will still be visible for operators in the back office, who would fill out the information. However, if its set as visible, when a person would open an account on your internet ticket shop, you'll be able to display a series of questions that that person can fill out, such as: main interests, whether they want or not to receive a newsletter, leaflets, etc.
Applicable both to structures and individuals or applicable only to individuals or structures: The criteria are applied by default to both types of contacts because it is more practical and flexible. However, it is also possible to create a criterion that applies only to , for example, individual contactsone of them.
- Compulsory or optional:all All criteria are optional by default. Otherwise, otherwise it would complicate and slow down the creation of a contact file (Internet and both on the internet and in the back office), yet this option exists.Centralised . We recommend to choose carefully which criteria you select as compulsory.
- Centralized or by organization: all All criteria are visible and can be used by every organization. However, the values set for a given criterion can be centralised. This means that it can be applied to every organization or by organization and, in this way, every organization could use these criteria with a different value.
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- Therefore, organizations can choose whether to use the same criteria set up or not.
https://confluence.secutix.com/display/RN/Contact+criteria?searchId=4D706F1ZQ
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