Environment: All
Version: All
Answer:
Appeals are configured within the top pane of the Segmentation Results screen. For more information on how to configure appeals, please see this solution.
Assign Appeals to a Level
Highlight an appeal in the appeals grid. In the left pane, click the checkbox next to a level to assign that appeal to all constituents in the segment that do not yet have an assigned appeal.
Assign Appeals to Specific Segments
Navigate to the segment display that shows the appropriate detail for appeal assignments. In the right pane, select the segments you wish to assign. Your selected segments will be outlined.
Once you have selected your segments, right click to assign the appeals.
Assign to all
This option assigns whichever appeal is currently highlighted in the appeals grid to all of the selected segments. The segments are color coded based on the color defined for that appeal.
If selected segments already have an assigned appeal, they will be changed.
Assign to unassigned
If your selection includes segments that had been previously assigned, use this option to skip those and only assign the selected appeal grid to the unassigned segments.
Assign to all
This option assigns an appeal to all of the selected segments. A callout option displays all of the defined appeals – choose the one which you wish to assign.
In addition to choosing one of the defined appeals, you may choose the option Random… A window will open allowing you to indicate what percentage of constituents will randomly receive each appeal.
If selected segments already have an assigned appeal, they will be changed.
Assign to unassigned
If your selection includes segments that had been previously assigned, use this option to skip those and only assign an appeal to the unassigned segments. A callout option displays all of the defined appeals – choose the one which you wish to assign or choose the Random… option.
Unassign all
Remove assigned appeals from all selected segments.
Unassign
This option removes only a specific appeal even if your selected segments have different appeal assignments. A callout option displays the appeals within your selection – choose the one which you wish to remove.
For additional information regarding SegmentOmatic, please download the SegmentOmatic User Guide.