Using Location Based Targeting in Align
To enable more specific targeting rules, which may be required in markets using child accounts, Align supports assigning child accounts to MCCPs, enabling targeting and activity goals based on an account's activity at a specific location.
Who can use this feature?
- Align Operational Users - Browser
- Enabling Location Based Targeting for a Multichannel Cycle
- Creating Location Based Filtering Criteria
- Users require an Align License
Configuring Location Based Targeting for
Align Operational Users
To configure this feature:
-
Ensure the following features are configured:
- Navigate to Admin > Configuration > Objects > mc_cycle__v > Layouts.
- Place the Support Child Account Targets field on the appropriate layouts.
Enabling Location Based Targeting for a Multichannel Cycle as
Align Operational Users
To enable Location Based Targeting for a specific Multichannel Cycle:
- Edit to the appropriate mc_cycle__v record.
- Select Yes for the Support Child Account Targets picklist.
- Select Save.
If this feature is enabled for a cycle, it cannot be disabled. Enabling this feature for a cycle does not automatically enable this feature for other cycles.
