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 folders for Salesforce target groups: Salesforce Contacts and Salesforce Leads. These target groups correspond directly to the 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.

Refresh the Target Group List

1. Navigate to Subscribers > Target Groups.
2. Click the Folders dropdown list and select either Salesforce Contacts or Salesforce Leads.
3. Click Refresh Target Group List at the bottom of the page.

Alternatively:

1. Navigate to Admin > Setup > Bridge Configuration.
2. Click Refresh Target Group List.

NOTE: 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.

Use Salesforce Target Groups in a Mailing

1. When you create a mailing, click the To field in the Envelope section of the Set-Up tab.
2. Click the Select the Target Group for the Entire Mailing radio button.
3. Click the Folder menu and select either Salesforce Contacts or Salesforce Leads.
4. Click the Target menu and select the desired target group.

5. Click Update.