When you check the status of a campaign, you might notice a difference between the Targeted and Eligible guest count.

In this article you will learn about the probable causes for the difference.

Who are the guests in the Targeted column?

Guests in the targeted column are the guests who have been identified as eligible in the target segments associated with the campaign.

Important: Not all guests identified in the target segment are added to the targeted column. Here is when guests may be excluded:

Who are the guests in the Eligible column?

The Eligible column shows the number of guests from the Targeted column who meet the following criteria:

Valid Format

  • Phone number is in a valid format and is as per the Restrict # of digits for mobile number setting.
    Example
    : The guest's phone number has 10 digits.
  • Email address is in a valid format.
    Example: The guest's email address had @ and a domain name.
  • Country code of the guest and center is the same.

Guest Settings and Preferences

  • Guests who have Receive Transactional Emails and Receive Transactional Text Messages (SMS) checkboxes selected in their guest profile.
  • Guest are not identified by the Days between successive Marketing Campaigns to a Guest setting. Learn more about this setting

Center and Organization Email/SMS Credits

If centers cannot borrow from organization

If a center does not have adequate credits and is not allowed to borrow credits from the organization, the following takes place:

  • If there are zero credits: No guest from the center is included in the eligible column.
  • If there are few credits: A guest count for which the existing credits will suffice is added to the eligible column.
    Note: You cannot control which guest will receive the campaign. Zenoti allocates credits in a way that optimizes the campaign's effectiveness.

Example: If you run a campaign for three centers Florida, Los Angeles, and Seattle, and the Targeted column shows the number as 6000. Of these centers, if Florida has 1000 targeted guests but does not have adequate credits, and it cannot borrow from the organization, then the Eligible guest column count changes as follows:

  • If Florida center has zero credits: No guest from Florida is included in the Eligible column. The Eligible column count will show 5000.
  • If Florida has credits enough for 300 guests: 300 guests from Florida are included in the Eligible column. The Eligible column count will show 5300.

Note: The behavior explained in this section applies to Always On credits as well.

If centers can borrow from organization

Important: You must be aware of the following:

  • Centers can borrow credits only in tranches of 50. 
  • If the credits with the organization cannot meet a center's borrow request, the organization does not transfer any credits.
    Example
    : If Florida requires 820 credits and the organization has 800 credits, the organization does not transfer to Florida.
  • If more than one center needs to borrow credits from the organization, and the organization does not have adequate credits for all the centers, then Zenoti evaluates credit requirements of each of the centers and allocates credits that optimizes the campaigns effectiveness.

If centers do not have adequate credits and are allowed to borrow credits from the organization, then:

  • If centers have zero credits and organization has adequate credits: All centers borrow credits from the organization, and guests from all the centers are included in the Eligible column.
  • If centers have few credits and organization has adequate credits: Centers first allocate their existing credits and borrow from organization, the shortfall. In this case too, guests from all the centers are included in the Eligible column.
  • If centers have few credits and organization has inadequate credits: Centers first allocate their existing credits and look to borrow from organization, the shortfall. In this case:
    - If organization can transfer adequate credits to a center: All guests from the
      center are added to the Eligible column.
    -  If organization cannot transfer adequate credits to a center: A guest count for
       which the center's existing credits will suffice is added to the eligible column.
    - If a center has zero credits and organization cannot transfer adequate credits:
     
    No guest from the center is included in the eligible column.

Example

If you run a campaign for four centers Florida, Los Angeles, Seattle, and New York, and the Targeted column shows the number as 7000. Consider the following scenario:

Florida

  • Targeted - 1000  
  • Credits sufficient for - 400

Los Angeles

  • Targeted - 1570
  • Credits sufficient for - 0

Seattle

  • Targeted - 3430
  • Credits sufficient for - 3370

New York

  • Targeted - 1000
  • Credits sufficient for - 30

Assume Organization has 1000 credits

Florida 

  • Targeted - 1000
  • Existing Credits - 400
  • Needs to borrow - 600 credits
  • Credits with organization - 1000

In this case, the organization transfers 600 credits to Florida and the Eligible guests from Florida are 1000.

Los Angeles

  • Targeted - 1570
  • Existing Credits - 0
  • Needs to borrow - 1570 credits
  • Credits with organization - 400

In this case, the credits with the organization cannot fulfil Los Angeles requirement. Hence, organization does not transfer credits to Los Angeles.
As Los Angeles center does not any credits either, the Eligible guests from Los Angeles are 0.

Seattle

  • Targeted - 3430
  • Existing Credits - 3370
  • Needs to borrow - 60 credits
  • Credits with organization - 400

In this case, the organization transfers 100 credits and the Eligible guests from Los Angeles are 3430.
Note: The organization transfers 100 credits even though Settle required only 60 credits because a center can borrow credits only in tranches of 50.

New York

  • Targeted - 1000
  • Existing Credits - 30
  • Needs to borrow - 970 credits
  • Credits with organization - 400

In this case, the credits with the organization cannot fulfil New York requirement. Hence, organization does not transfer credits to New York.
As New York has credits enough for 30 guests, the Eligible guests from New York are 30.

In the above example, the Targeted column shows 7000 while the Eligible column shows 4460.

Note: The behavior explained in this section applies to Always On credits as well.

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