Design who to target

You can create business rules to target by:

• customer type

• product type

• service type

You decide who to target by asking these questions:

• Are we targeting or suppressing this group?

• What is a common division of customers within a program that needs to be accounted for in the business rule?

  Examples are: sales/care, existing/new customers, small business, consumers, line of business by product, etc.

For example, suppose that the sample company, BestBank, has the following division of customers:

In this example, suppose that the goal of this business rule is to target only customers who have new credit card inquiries, so the business-rule builder is:

Who	new credit card inquiry customers
What
When
Where
How
Why