Salesforce Target Groups

A target group in Informz is a list of recipients who receive a mailing. Target groups are organized in Folders in Informz, and there are two main folders for Salesforce target groups: Salesforce Contacts and Salesforce Leads. These target groups correspond directly to the two folders, Informz Contacts and Informz Leads, in Salesforce. Any correctly-formatted report syncs into its respective folder in Informz.

Let's look at some of the processes associated with Salesforce target groups in Informz.

Steps

Refreshing the Target Group List

Navigate to Subscribers > Target Groups.

Click the Folders dropdown list and select either Salesforce Contacts or Salesforce Leads.

Click Refresh Target Group List at the bottom of the page.

Alternatively, navigate to Admin > Setup > Bridge Configuration.

Click Refresh Target Group List on the Bridge Configuration page.

Refreshing the target group list does not refresh the counts in each target group; rather it updates the list of target groups coming from Salesforce Contact and Lead Reports.

Using Salesforce Target Groups in a Mailing

When you create a mailing, click the To field in the Envelope section of the Set-Up tab.

Click the Select the Target Group for the Entire Mailing radio button.

Click the Folder dropdown list and select either Salesforce Contacts or Salesforce Leads.

Click the Target dropdown list and select the desired target group.

Click Update.

Target in Sight!

Always remember that there are two different categories for Salesforce target groups (Contacts and Leads). However, nothing prevents you from being creative with these two types of targets, so feel empowered to go forward and create compound target groups and mailings using these target groups, to your heart's desire!