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 automatically.
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 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 contacts.
- Compulsory or optional: all criteria are optional by default. Otherwise, it would complicate and slow down the creation of a contact file (Internet and back office), yet this option exists.
- Centralised or by organization: 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.
The criteria are generally 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 in Kayako.