A Selection is used to filter my catalogue of elloha accounts: for the TDR Booking-Engine, the Production/Distribution Reports, the Global Planning menu for my TDR... And TDR campaigns.
In order to propose a promotion model, special offer, promotional code or private sales operation to certain elloha accounts only.
1-Creation of the Selection
In the "Selections" menu, first click on "Create a Selection":
Enter a title, for example "Accounts tagged_DMO" and click on "Create":
The choice of titles for your Selections is important. Eventually, your TDR may contain dozens of them. The more meaningful the title of the Selection, the easier it is to find and reuse them.
It is possible to rename a Selection by changing its title before saving it again:
2-Filtering my Selection
The filter criteria for your Selection include the following:
"All categories": these are the elloha account types and their subtypes:
The "Territories" of your TDR:
The "Technical Tags" or "Marketing Tags"
How do I tag?
Once the tag has been created by our teams (ticket at [email protected]) you canassign itto an elloha account by entering its details from your TDR.
This is done in theTags tab of the elloha accountdescription menu:
Choose the tag(s) to assign to the elloha account and save:
Note that this Tags tab is not visible to the elloha pro when he logs into his account with his login details. An elloha can neither tag nor untag its listing. Only a TDR can intervene on tags.
Watch out for indexing. When a record is tagged, you have to wait for night-time indexing before it is taken into account as a filter in your TDR on D+1.
3-Selection results
Note that each criterion is followed by the number of records corresponding to the filter.
Among the proposed filter criteria, the tags that have been assigned to at least one record appear. If the tag is not assigned to any record, it is not proposed. If the first record was tagged the same day, you have to wait until D+1 to see it appear.
I tick the tag I want to filter my Selection :
The Selection lists the activated criteria:
You can delete or modify a criterion.
I can check the result of my Selection in the "View my Selection" tab:
If your Selection contains many records, you can check the presence of a record by searching on the title or by filtering on the same criteria as those found in the Records menu of the TDR:
