Place a New Order

Step 1 Audience Summary Page

After your audience build has completed, the Audience Summary page displays. On the audience results page, you can select the records you would like to order. You can also see all of the criteria and information associated with the audience.

  1. The Audience Summary section will display any messages that affect the processing of your audience order.  Example:  4 zip code(s) were invalid and could not be loaded. Invalid zip codes include: 97003,97078,ZIP,11708.  This information is in red text to alert you that the zip codes are not included in your results.
  2. The next section of the page displays your audience ID, the mart you created the audience in, and the number of records returned by your audience.
  3. You can click the View Details link to display the criteria for each individual level within your audience.  this includes global geography, suppressions and rejects as well as criteria for each level within the audience.
Search Summary from Order Records

Step 2 Usage Type Selection

In the Usage Types section, click the check box to select how your data will be used. As you make your selection, the page displays messages confirming your access to this type of data. You may not order records for usage types that display in red text.

If you have any questions regarding the messages, please contact Client Services for assistance.

Step 2 Usage Type Selection

Step 3 Select Records

There are several different ways that you can view and select the results you want to include in your final order.

  1. The Select Records section allows you to sort the audience results by level, area code, city, county, direct marketing area, Metro Statistical Area, SCF, state or zip code. You may only refine the view by one of these selections.
  2. You can view the results from the suppliers in a specific priority order by clicking Select All, or by individual supplier by choosing a name in the drop down menu.
  3. Select all results: click on the check box located in the top left hand corner of the audience results grid. The number of records requested for each row of the grid will automatically be populated with the total amount of records available for that row.
  4. Select all results from specific rows: click on the check boxes located in the far left column of the results grid to select a single row. The number of records requested will automatically be populated with the total amount of records available for that row.
  5. Select random records (Nth): click on the check boxes for each geography you would like to include in your selection. Then enter the total number of records you would like in the Nth Population To field. Click the Go button and your records will be selected for you. The total number of records selected from each row are based on that row’s percent of total available records.
  6. Auto-select records: First select the rows that you want to auto-select records from if you only want to include selected rows. If you do not select any rows, it is assumed you want records from all rows. Then choose an auto-select option. The available options are Sorted Items and First [X] Records. Enter in a value for [X] in the blank field located to the left of the Go button for the total number of records you want to order. Click the Go button and your records will be selected. Records will be selected row by row starting with the first row of the grid moving down. All available records by row will be selected until the quantity you entered is reached.

In the bottom right portion of the results grid will be the total number of records found that met your audience criteria. There will also be a total for the number of records that have a phone number available. The last total is the number of records that you have requested for your order. This field will update automatically as you select records.

Note: You must select the minimum number of records before you can place an order. The minimum amount required for your organization is the Order Minimum displayed in the General Information section of the Audience Results page.

The select Records button will not be enabled unless you have selected records and usage types.  After you have selected the records you wish to order, scroll to the top of the page and click the blue Select records button in the lower right hand corner of the page.

Select Records

Step 4 Output Options

  1. The page refreshes to display your order output options. Type in the your PO number; this is a required field and may be a maximum of 50 characters
Output Options PO Number

Additional Output Fields

  1. If additional output fields are required for your audience, scroll to the bottom of the page and click Add Additional Outputs.
  2. A scrolling page will display that allows you to select additional fields specific to your audience type. After you have selected all of the fields you require by clicking the check box to the left of each field, click the Save & Continue button.  the Add Additional Output Fields window closes.
  3. Scroll to the top of the page and click the blue Place Order button. The Processing Order message and Progress bar will be displayed.
Additional Output Fields

Step 5 Purchase Records

The page refreshes to display the purchase records section of the Audience Summary. Here, you can review the order information one more time before you place your order.

  1. Click the blue Submit Order button.

The page displays the Processing Order message and the progress bar.

Search Summary at Purchase Records

Step 6 Download Records

The page refreshes to the download records section of the Audience Summary page. The page lists the audience summary information as well as order details.  

  1. You may download the output of your audience.
  2. Click the blue Actions button to Ship Order or Recreate Audience.
Actions Button at Download Records