Build your audience.  When you are on the Order Records page, click the blue Save as Program button.

On the Details modal, type the name of the acquisition - it is helpful to use a name that is descriptive of the audience and it's criteria. The name field is a required field.

If you will not be running the acquisition after you have set it up, you may change the Status to  "Inactive". This allows you to create the audience for future use.  It will not run until the status is updated to Active.

The start date defaults to today's date - to change that information to the date the acquisition should run, click the date field to open the calendar and select a date.

When you select an end date, remember the acquisition is inactivated at 12:01 AM of that date.  If your end date is 1/1/2016 - the acquisition will not run on 1/1/2016.

Remember, if the End Date is left blank, the program will run until manually inactivated.

Type the email address of the contact whom should be advised when the acquisition has run. Multiple notification email addresses can be used by separating them with a semi-colon(;).  This is not a required field - it may be left blank if you do not require notification emails.

Click the blue Save button to continue.

You may run  an acquisition manually or you may set up an Auto Order.  An Auto Order allows the acquisition to automatically run using specific information in addition to the audience criteria.  

To set up Auto Order, click the Setup Auto Order button on the Program Display page.

The Auto Order Setup page requires several pieces of information.

PO Number is a required field and may be up to fifty (50) characters in length.

Usage Types are direct mail, telemarketing and/or email.

Automated Ordering Settings allows you to specify if you want your output to:

• Contain all records of the output
• By Nthing the records in the output
• Select first x number of records
• Select by level

You may choose to have your output Auto Ship immediately after processing.  The default setting for this feature is No.  When AUto SHip is turned on, you will be automatically invoiced for the order.

You may choose to have the output process as a Netdown order.

You may select a file format type

You may select additional output fields to include in the output

To save your selections, click the blue Save button at the top of the page.

The default is to run a program every time a Mart refreshes monthly. If you would like to fine tune when this program is run, click on Actions and select New Schedule to create a schedule.

On the Edit Schedule page:

Select if the program should run weekly or monthly.

Select the day(s) of the week  the program should run.

Select the start and end date.  When you select an end date, remember the acquisition is inactivated at 12:01 AM of that date.  If your end date is 1/1/2016 - the acquisition will not run on 1/1/16.

Remember, if the End Date is left blank, the program will run until manually inactivated.

Our default is to run a program when the mart is refreshed - typically once a month.  If you would like the program to run even if the mart has not refreshed, select the No button.

Click Save to continue.

If you have not set up Auto Order with a schedule to run your program, you can do so by clicking the Run Program button.

The page will refresh and confirm that the audience has been created. The id number for the audience in the message.

To view the audience, scroll to the bottom of the page to the Audiences section.  Click the blue VIEW link next to the audience id.  You will be redirected to the audience processing page.  Once the audience has completed processing, you may place a sales order for the output just as you would do for a standard audience.