How to create Account Target Groups

How to create Account Target Groups


Contacts can be segmented into target groups at the account level. These target groups can be created based on individually defined characteristics or event history.
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To create a target group at the account level, open the menu item > Target Groups and click the "Add Target Group" button  .

1. Create Filter:

The available filters are divided into the following groups:
  • Master Data: Standard master data fields
  • Custom Fields - Account: All custom created master data fields
  • Custom Fields - Event: All custom fields created at the event level
  • Event:  Registration status of specific events
  • Session: Registration status of sessions of specific events
  • Tag:  All tags created at the event level
  • Target Group: All target groups created at the event level
  • Order:  Order status in specific events with ticketing
  • Check-in: Check-in status or recorded interactions of specific events.

2. Select Parameters:

Now select the other parameters until the "Insert" button appears. By clicking the "Insert" button, the formula is entered into the "Filter Definition" field.
You can repeat the process to add more criteria for segmentation.
When inserting a new formula line, "AND" is added at the end of the line above. Only contacts that meet both criteria - of the first and second line - are displayed. If only one of the criteria needs to be met, change the automatic entry "AND" to "OR" directly in the "Filter Definition" text field.



The target group is now displayed in the list of > Contacts:  By clicking on the number in the "Contacts" column, the list of contacts can be displayed in > Contacts. 



Target groups can also be selected in > Contacts in the "Target Group" field to display the filtered contacts.