How to Choose Contacts to Monitor - Life Events

Note

Contacts that can be considered to be monitored by Total Expert's Customer Intelligence product need to at least have the following information in their record on the TE platform:

• First Name
• Last Name
• Address

Several contacts must be identified in order to enter the contract with TE's Customer Intelligence product. You must set up certain parameters for each of the equity alerts in order to find these contacts.

Contacts to Monitor

1. On the left navigation, click Customer Intelligence > Settings. 
2. Next to Life Event Alerts, click the down arrow. 
3. Under Contacts to Monitor, choose one of the following:
   • All Contacts - Exports on a monthly basis all contacts with valid addresses across all Loan Officers in your organization. 
   • Subset of Contacts - Contacts that are chosen from certain parameters using inclusion or exclusion rules. 
4. Choose from the list of life events that you would like to monitor. 
5. Click Save when finished. 

If Subset of Contacts is Chosen

• Inclusion rules are how contacts are added to life event alerts depending on certain criteria you choose. 
• Exclusion rules are how contacts are excluded from life event alerts based on certain criteria you choose.

1. Next to Inclusion Rules and/or Exclusion Rules, click Add Rule. 
   • A slide out page appears. 
2. Choose from the list of available inclusion rules. 
3. Once a rule is chosen, click Save and Close. 
4. Continue steps 1 and 2 for every inclusion or exclusion rule you want to add.
5. Choose from the list of life events that you would like to monitor. 
6. Click Save when finished.