TARGET GROUPS - Configuring Basic Target Groups

Applies to: HR/Customer administrators

If you need to use target groups and there are currently no target groups configured or groups that meet the criteria you have, the best option is to create a new target group.

Target groups can be configured by using either basic or advanced filters.

A basic target group uses up to five filters combined with AND statements. For example, ‘Department is Sales Support’ AND ‘Location is Guildford’ AND ‘Gender is Female’, to group together female employees working in the Sales Support department in Guildford.

An advanced target group introduces OR statements, a combination or both and utilises filter groups if required.

• Logged in as an administrator, click on the Configuration side menu, followed by the Target Groups sub-menu.
• The Target Group Management screen will be displayed, showing existing target groups that you or fellow HR/Customer administrators have created.
• On the target group management screen, click new and the new target group management screen will be displayed.
• Enter a target group name, which we recommend as being something tied in to the employees the group will contain. For example, if you’re creating a group for all Sales staff within the Guildford office, an example name could be ‘Sales Support – Guildford Office’.
• Once you have given your new target group a name, you’ll notice that the current group has no filters. The first task is to click the add filter button. This enables the first filter in your group.
• In the first drop-down menu of the first filter, you will notice that it has pre-defined values to select from.
• For the example ‘Sales – Guildford Office’, we can select Department in the first drop-down menu.
• This enables a second drop-down menu, which contains pre-defined arguments for your filter.
• In this example, ‘is’ will be used as the argument. Therefore, the current filter reads as ‘Department is’.
• A third and final text field will be displayed, whereby you can enter any string in to this final field, but it would need to correspond to the first two fields. For example, you could enter Management as a term, but if this isn’t set as the department for any of your employees, your target group will show no results.
• As you start to enter characters in to this field, suggestions will be displayed.
• You can then select the relevant value from the suggested answer, which produces a completed filter, as shown in the example below.
• Click the add filter button again and this creates an additional filter using the AND statement. This simply means, that your target group will match on the first filter and the second filter.
• Complete the editing of the second filter, to match the location as Guildford.
  You can add up to five ‘and’ statements in a basic target group configuration.
• At this stage, the target group is complete and staff within the Sales Support department and the Guildford office, will be included. This can be seen by clicking on ‘save and view results’.
  Your target group is ready to use and appears in the Target Group Management table, along with other target groups.