Step 3: Make Selections

In this step, you will add any selection criteria for your count. 

TABLE OF CONTENTS

• Helpful Hints
• Geography
• Trigger Settings (For Trigger Counts Only)
• General Credit and Derogatory Attributes
• Auto Attributes
• Mortgage Attributes
• Additional Attributes
• Attributes with Additional Cost
• Segments

Helpful Hints

• You can expand any section or collapse with the arrows on the far right, go through each tab in each category
• If there is an asterisk (*) next to the attribute it is a premier attribute, and an extra cost may be incurred for using it in criteria or output
• You must enter a starting range and ending range for the criteria you are filtering on
• If you do not know the max hold down any key, click out of the space, and then it will pop up with a validation minimum and maximum amount, and you can copy the max into the field

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Geography

Geography is a required selection

1. Select the geography 
2. The geography section will expand with the available selection tabs
   • States
     • Search for all records within a certain state by clicking the check box next to the state
     • Click "Select None" to clear
     • Do not click "Select All" for states, as this will cause the system to time out. If you need a nationwide count, contact clientservices@dpddata.com
     • There is a running total of the number of states selected (highlighted above)
   • Zip Codes
     • Enter a list of zips to target specific zip codes
     • Separate zip codes by commas
     • Select "Include" to target zip codes
     • Select "Exclude" to eliminate zip codes
   • Radius Select
     • To select records within a zip code radius, enter a zip code and the requested miles from zip 
     • Select the option "Distance from Center of Zip Code to Center of Next Zip Code". Not selecting this option will make selecting records to order by distance more difficult.
     • You can choose to include only records from within the starting state by clicking the check box next to "Exclude States that are Not from Entered Zip Code"
   • Counties
     • Select "Included" to target counties
     • Select "Excluded" to eliminate counties
     • Select the check box next to the State
     • Select the check box next to the required counties
   • Metro Area
     • Select "Included" to target metro areas
     • Select "Excluded" to eliminate metro areas
     • Select the check box next to the State
     • Select the check box next to the required metro areas
   • Cities
     • Select "Included" to target cities
     • Select "Excluded" to eliminate cities
     • Select the check box next to the State
     • Select the check box next to the required cities

Trigger Settings (For Trigger Counts Only)

• Set the number of requested trigger days (0-30)
• Set the requested trigger type. This must be set to "Auto" to receive only automotive triggers

You must set the trigger type to "Auto" to ensure the triggers you receive are for automotive trades

General Credit and Derogatory Attributes

The General Credit and Derogatory Attributes section is broken up into two tabs:

1. Derogatory Attributes: containing bankruptcy, foreclosure, and repossession information. These are to be used to eliminate records only and are not meant to target consumers.
2. General Credit Attributes: contains the Credit Score attribute, credit card, revolving, installment, and other trade-line attributes

The Credit Score attribute can be found under "General Credit and Derogatory Attributes > General Credit Attributes at the top of the list

Auto Attributes

The Auto Attributes Section is broken up into three tabs

1. Auto Credit: contains attributes related to common auto trade information, both loans and leases
2. Auto Trade Specific: contains attributes related to 1st, 2nd, 3rd, 4th, and 5th most recent auto trade
3. Vehicle Specific: contains vehicle make, type, and year *Note there is an extra charge for these attributes

For a complete list of the available attributes, email your request to clientservices@dpddata.com

Mortgage Attributes

This section contains attributes specific to home loans. By default, these are turned off. If you have a mortgage program opportunity, please reach out to clientservices@dpddata.com.

Additional Attributes

Demographics/Property/Other

This section contains non-credit, general demographics, and address specific attributes. Phones and email flags are also available. 

*Note, phone and email are only indicators that those fields are available on the records. To receive the phone and email you will need to add phone and email to your mail file layout.

Phone and Email attributes are only indicators. To recieve phone numbers and email address, you will need to add those fields to your mail file layout

Attributes with Additional Cost

There are attributes that are an additional cost, including but not limited to

• Phone numbers
• Email Addresses

If an attribute has an additional cost, it will contain an asterisk (*) next to it. 

Contact clientservices@dpddata.com with questions on attribute costs.

Segments

Segments allow you to run multiple levels within one count. This is helpful when trying to grow your universe by expanding your criteria or identifying attributes that limit your results.

• Rename Segment
  1. To rename your segment, click on the pencil icon next to the segment name
  2. Name your segment and click "Submit"
• Reorder Segment
  1. Click "Adjust Segment Priority"
  2. Drag and Drop the segments into the desired order
  3. Click "Update"

• Delete Segment
  1. Select the segment to be deleted
  2. Click on the red trash can
  3. When prompted "Are you sure you would like to delete Segment 2 ?" Click "Delete"

• Create New Segment
  1. Click "Add Segment"
  2. Select "New Segment"
  3. Add all criteria required for the new segment
  4. Rename the segment if desired

• Clone Segment *Note, this is the recommended method to add segments
  1. Click "Add Segment"
  2. Select "Clone Segment 1" or whichever segment you wish to copy
     • All attributes used in the cloned segment will populate into the new segment
     • Rename the segment if desired
     • Review the attributes in the Project Details summary *Note, collapse the other segment to easily navigate to the proper segment and attributes
     • To adjust specific attributes, click "Edit" next to the attribute in the project details summary
       
  3. Add or adjust the attributes for your new segment 

• Max Quantity
  • For both Prescreen and Trigger counts, if there is a max quantity of records desired per segment, you can cap the segment by entering the maximum number. 
  • Tip: This can be useful if you have a specific state you do not want more than X number of records for.
• Use Segments to Eliminate Records

Segments can be used to eliminate undesired records. For example, to eliminate consumers who have opened an auto trade in the past year:

1. In segment 1, choose "Number of Months Since Opened for Most Recently Opened auto Trade" under the "Auto Trade Specific" tab of "Auto Attributes"
2. Include any other targeting criteria
3. Name this segment "Elimination-Do Not Order"
4. Clone segment
5. Click "Edit" in the Project Details summary next to "Number of Months Since Opened for Most Recently Opened auto Trade" and delete the values in those fields
6. Your second segment will now include records with either 0 open auto trades or those which have been opened 13+ months ago
7. Only order records from the second segment

Click "Next Step" to Analyze the results