Opportunity Targeting

Opportunity Targeting

Matching respondents to the right opportunity is an important part of the REX integration. To target effectively, it’s helpful to understand how all the different parts works together. We’ve created some high-level diagrams to try to help simplify and unite the different targeting pieces.

Please Note

This is meant to be supplemental to our Opportunity Registry documentation. You can find the full details about opportunity targeting here.

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Filters

The three main components of filters are filter groups, filter objects and filters cells. For a respondent to successfully match filters they must do the following.

No Filters

Though rare, it’s possible for opportunities to have no filters.

1. Match all filter groups.
2. To match a filter group a respondent must match at least 1 filter object of the filter group.
3. Lastly, to match a filter group a respondent must match all filter cells within the filter object.

Match ✓

Filter Mismatch ⚠

Filter Outline

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Quotas

Quotas are very similar to filters, they are made up of quota groups, quota objects and quota cells. For a respondent to successfully match quotas they must meet the following criteria.

1. Match all quota groups.
2. To match a quota group a respondent must match at least 1 quota object in the quota group.
3. The quota group must have an OPEN value for status, and the count must be greater than 0.

   Warning!

4. Additionally to match a quota group a respondent must match all quota cells within the quota object.

Match ✓

Quota Mismatch ⚠

Quota Group Outline

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Opportunity

Match ✓

Filter Mismatch ⚠

Quota Mismatch ⚠