Targeting UI

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Assisted targeting is a standalone tool allowing you to browse your data and compose it into fine segments for use in the Engage application, for example in emails, SMS and personalized modules in emails.

Using the tool, you select building blocks in the browser and configure them how you want. Then add these building blocks to the composer to apply them to your database, creating your segmentation.

Everything in the targeting UI that has the Include, Exclude, and Restrict buttons is a building block. You can use as many building blocks as you need to make your segmentation.

In the Engage UI, go to Targeting and select Assisted targeting to open the tool.

The main section comprises the targeting categories (the left-hand panel), sorted by overall usage behavior. This ensures that the most relevant targeting categories and tactics are easily accessible and prioritized. Note that this panel can appear as icons with text, or just icons, depending how you have expanded your browser window.

Selecting an option on the panel brings up the browser for that category, along with the composer to the right of it.

Browser: This is where you access all the building blocks you can use, with examples on how to use and combine them throughout Engage. Each building block has an Include, Exclude and Restrict button. The functionality of the old segmentation tool (now renamed filtering tool) can be found on the All data criteria section.

Composer: When you press Include, Exclude or Restrict on a building block, it turns up in the composer. Here is where you compose your segmentation, through the including and excluding of the various building blocks. Select Calculate to see the current size of the segmentation you are creating, and hover over the information icon for detailed numbers. You can also save or add labels to the customers in the segment. Finally, there is a limiter if you want to limit the customers to a specific number.

See here for more details on the browser and the various categories.

See here for more on the composer and how to use it.