Create an "On the Fly" Target Group

Informz features robust reporting and sophisticated targeting, but what if you wanted to “marry” both functions? “On the fly” target groups (OTFs) allow you to do just that! Simply enter search criteria in a report, and with the click of a button you’ll have a new target group that matches these criteria. Best of all, these types of target groups are dynamic – they update when new subscribers fit the criteria (the data is not static).

You can create OTFs quickly and are use them for many purposes. Below are some examples of how you can take advantage of these target groups.

You can create a list of:

  • Anyone who opened a mailing within a certain date range (e.g. 10/01/16 through 11/01/16) and completed a subscription form.

  • All subscribers from a specific domain (e.g. “@informz.com”).
  • Subscribers who clicked a survey link in a mailing
  • Everyone who opened a previously-sent mailing.

The possibilities are limited by your imagination alone! Let’s learn how to create these target groups.

Comparison to Action-Based Target Groups

There is definitely some overlap between what you can do with an OTF target group and what you do with an action-based target group. The main differences are:

  • Creating an OTF is very visual. You’ll start off with a list of subscribers and apply search criteria to narrow the results.
  • Action-based target groups have more capabilities around surveys and events.

Steps

Creating from a Subscriber Search

Navigate to Subscribers > Search.

Use the different options and fields on the left to designate your search criteria.

Click Update to filter your subscribers.

Click Target to create a target group.

The Create Target Group pop-up opens. Enter a Name, Folder, and Description.

Click Create to create a new target group.

To view the new target group, navigate to Subscribers > Target Groups. The new target group displays with the type Report, indicating how it was created.

Creating from a Mailing Activity Report (MAR)

If you create an OTF from the MAR for a single mailing, the mailing ID becomes part of the search criteria. The target group itself functions similarly to an action-based target group, but with the added ability to perform custom searches to create criteria as necessary. Remember, if you create the target group from the MAR, you can only use subscribers who were received the initial mailing.

Navigate to Mailings > View > Sent tab.

Hover over the Menu icon for your desired mailing and select Report to open the MAR.

In the MAR, navigate to the Details tab and select any sub-report that you wish to use as your initial set of subscribers. Use the Search feature to apply filter criteria.

These criteria are used to determine which subscribers populate your target group.

Click Target.

The Create Target Group pop-up opens. Enter a Name, Folder, and Description.

Click Create to create a new target group.

To view the new target group, navigate to Subscribers > Target Groups. The new target group displays with the type Report, indicating how it was created.

iMIS Cached Personalization Fields

If you are using the iMIS Integration, iMIS Cached fields remain in the search screen. You can use these fields as filter criteria.

“On the Fly” Precision

Once you start using them, you’ll find that OTFs ultimately let you easily create target groups and quickly send precise follow-up mailings. By having the ability to apply filter criteria and work with dynamic groups, you have a powerful tool at your disposal to send new, fantastic mailings and increase engagement according to your organization’s needs.