Shortcuts Marketing Plus: Create Demographic scenarios

Step-by-Step Guide

1. Access Demographic Scenarios

• Log in to your Shortcuts Marketing plus account.
• Navigate to Admin and click on Demographic Scenarios.
• Any existing scenarios will be displayed here for review or editing.

2. Create a New Scenario

• Click Create New to begin setting up a scenario.
• Enter a descriptive name to identify the targeted group (e.g., "Female Clients").
• Click Add Scenario to start defining the demographic criteria.

3. Define Demographics

• Select Criteria:
  • Choose the type of demographics (e.g., "Core Demographics").
  • Specify details such as gender, age, or other attributes. For example:
    • To target female clients, select Personal Details > Gender > Female.
• Refine Your Audience:
  • Use the + (AND) option to narrow the audience to those meeting all selected criteria.
  • Alternatively, use the OR option to include alternative groups.

4. Save and Review

• Once all criteria are set, click Save.
• The new scenario will appear in your list of saved scenarios for future use.

5. Apply a Scenario to a Campaign

• In your campaign setup, go to the Demographics tab and click Add Scenario.
• Select Saved Scenarios and choose the one you created.
• A green box will display a preview of the selected scenario.
• Click Check Recipients to see how many clients the campaign will target.
  • View specific recipient details by clicking on the displayed number.

Best Practices

• Name Your Scenarios Clearly: Ensure scenario names are descriptive for easy identification.
• Preview Results: Always check recipient details before finalizing your campaign.
• Save Frequently Used Scenarios: Streamline your workflow by reusing scenarios.