About target groups
A target group is the group of contacts that will receive a campaign. You can define exactly who is supposed to receive a specific campaign.
Note: It is very important to know that contacts will only appear in your target group if the needed contact information is available.
In addition to that, the respective contact information needs to be available (email address for email campaigns, any phone number for telephone campaigns, address (street, postcode, city) for letter campaigns) for a contact to appear in the target group.
There are almost unlimited possibilities for filters. The most important thing to know is the difference between 'AND' and 'OR'.
- If you choose 'AND', all the filters have to be true. For example, if you set filters for "Case:Status is open" AND "Case:Created before 1 May, 2018", your target group will contain contacts that fulfil both criteria: All contacts that have at least one open cases and that also have at least one case created before the 1st of May:
- If you choose the same filters, but connect them with 'OR', then your target group will contain contacts that fulfil either criteria: All contacts that have either at least one open case (but not necessarily one created before 1st of May) OR that have at least one case created before the 1st of May (but not necessarily have an open case):
- When you add a time filter, you can choose between a fixed date, where you enter a specific date, and a relative date. The relative date filter allows you to build a target group with a relative time span (years, months, weeks, days, hours, minutes, seconds). This makes it easier for campaigns to be copied, as the date does not have to be adjusted. For example, if you have a campaign with the filter "Vehicle Data: Created at - Before - Relative date - 2 Months", then this target group will contain all Contacts that have a vehicle created 2 months before the campaign is executed - regardless when it is executed.
Create a target group
We will now explain the creation of a target group according to the following example:
"All contacts that have an open case and live in City A"
- Click 'Campaigns' in the main menu and create a new campaign
- Enter all necessary information
- Click 'Create filter'
- Click into the field 'Choose field...'. An overlay with all available fields opens:
- Click on a field to select it. In our example, we need to find open cases:
- Click 'Case' - 'Case:Status' as a first filter. As soon as the filter is clicked, you get back to the list of selected filters
- We choose the operator 'Is' and then choose the status 'Open':
- This filter alone would show all contacts that have open cases. Now we need a second filter for the city.
- We choose '+AND' to add another filter, because we want both filters to be fulfilled. In order to find the city, we choose the filter 'B2C Contact:City':
- Operators differ depending on the filter, that's why you have different operators available than you had on the filter above. In our example, we choose 'Equals' and then write the name of the city:
As explained earlier, it is important to know the difference between 'AND' and 'OR'. We chose 'AND', because we want both filters to be true for the target group: They have to have at least one case with the status 'open' and the have to live in City A. Had we chosen 'OR', then the target group would contain everyone who had at least one open case, no matter where they live; and it would also contain all contact persons who live in City A, no matter if that had an open case or not.
- At any time during filter creation, you can see the amount of contacts that would be in the target group with the current filters. Simply click on 'Preview target group' in the top right corner, to see the contacts in it. You can also always reset the filters, if you want to start new.
- If you are happy with the filters you added, click 'Apply filter'. You are now back at the overview for creating a campaign an can continue here. If you want to save the created filters for a later use, click 'Save current filter'. Give your filter a name and save it. You can now load this filter whenever you create a campaign.
You might have noticed the button 'Create subfilters' at the bottom of the field selection overlay. Subfilters can help you structure more complex filters. Also, they can for example allow you to add an 'OR' connection within an 'AND' connection. We will explain this according to the following example: You want a target group with all contacts that have open cases, and that live in either City A or City B.
- We start just like above with creating our filter. The first criteria - 'Case:Status is open' - has already been added
- Click into the field 'Choose field...' to add another filter
- Click 'Create subfilter':
- Click 'Edit':
- Give your subfilter a name and then add the fields, just like before: Click into the field 'Choose field...' and choose the fields you need. In our case again: 'B2C Contact:City'. We type City A and add another filter. Now we use 'OR' because we want contacts that live in either City A or City B. Click 'OR' and add another filter for 'B2C Contact:City', this time with City B:
- Click 'Apply filter' to continue with the campaign creation or 'Go back' if you want to add further filters.
- This is how our filter looks now:
This is going to give us a target group containing all contacts that have at least one open case and live in either City A or in City B. Had we not created a subfilter, but simply added an 'OR' connection on the first level, then it would look like this:
This would lead to a different result. It would give us a target group containing all contacts that have at least one open case and live in City A, and also all contacts that live in City B, no matter if they have any open cases or not.
- If you want to save the created filters for a later use, click 'Save current filter'. Give your filter a name and save it. You can now load this filter whenever you create a campaign.
When creating a campaign, it is possible to exclude individual contacts in the target list preview. To do so, click 'Preview target group' while creating your filter:
Now you can exclude individual contacts by checking the 'Exclude' checkbox. You can also Download the target group list here.