Simple Contact Counts

Running a contact count is fast and simple

OSCAR 4 is designed to make it simple and fast to get counts, fast. In this short guide, we will show you how to run simple contact counts.

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Table of Contents

1. Selection categories
2. Making selections
3. Value search
4. Limit the number of contacts per company
5. Review your selections
6. Cross-tab reports
7. Save your selection

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1) Selection categories:

The OSCAR 4 “Audience Builder” revolutionises the process of selecting and building your target audience with its intuitive selection categories. Streamlining and simplifying the selection process empowers you to quickly and effortlessly create your ideal audience.

• Geography
• Company Selections
• Industry
• Contact Selections
• Search

Simply click on a section category to load up the options for that section.

2) Making selections:

When you have selected a category, this will display the option for that category. Simply tick the values you want and a real-time count appears at the top of the screen.

There are 3 click actions with the selection boxes. Click once to include in your selections, click again to exclude from your selections, or click again to de-select entirely.

Simply work your way through the different selection categories to build out your audience profile. Your selections are maintained in the system memory as you work on your selection, so you can continue to make selections without having to save at each stage.

3) Value search:

Where there may be lots of profiling options within a selection category, value search makes it fast and easy to find what you need.

1. Click into the value search box, type in the search term required and click enter.
2. Review the results from the search.
3. Select the values you need.
4. The real-time count will run as you make your selections.

4) Limit the number of contacts per site for your selection:

To set the maximum number of contacts selected from each company available, simply click the “All Contacts” button. This activates a slider for you to set the desired contact limit (up to 25 contacts). OSCAR 4 will then select contacts randomly based on your audience profile.

To reset and include all contacts again, simply drag the slider all the way to the left.

5) Review selections:

You can click to view your current selections, and a new pop-up screen loads to display your selections in one complete list. You can then ensure that you have everything you need before you proceed to export data and use your download credits. You can also remove selections in this view, simply click the box of the item(s) you wish to remove, then click the “Delete” button.

6) Cross-tab reports:

You can click to generate cross-tab reports for your current selections.

A new pop-up screen loads to display the report builder, and then you can choose to generate reports based on companies or contacts.

1. Drag and drop either “Count of Companies” or “Count of Contacts” in the “Measures” section of the report builder.
2. Then drag and drop the dimensions that you would like a breakdown by.
3. A stats preview table will load as you customise your report.
4. You can then click “Pivot” to generate your cross-tab.

You can click “Excel Export” to export your cross-tab report in Excel format.

7) Save your selection:

To save your audience selection, click the “Save Audience” button, which will load the “Saved Audiences” screen.

The system will automatically give your selection a name, however, you can rename the selection by double-clicking the entry, or tick the box, then click the “Edit” button. Type in your desired name and hit enter, or click the “Update” button to save.