This article...
- Directs readers to the Groups page in the Admin interface.
- Details the management actions of the Groups list, such as searching, exporting, and moving Target Groups.
- Describes how to create Target Groups and select the appropriate type.
- Includes references to the type-specific articles in this knowledge base.
- Describes how to individually manage (edit, split, delete) Target Groups.
- Mentions creating, editing, and deleting Target Groups folders.
Target Groups in your account
Target Groups are subsets of your database records that have something in common and which have been grouped for convenience. Having database records grouped in Target Groups makes it easier for Admins to:
- manage Contact records and
- tailor messages to groups of Contacts.
All Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) accounts have a set of out-of-the-box Target Groups (refer to Out-of-the-Box Target Groups, below) and you can create your own.
Out-of-the-Box Target Groups
There is a set of Target Groups "pre-loaded" in every Thrive Marketing Professional account. These groups:
- are stored in the General folder (you can relocate them),
- are of the Type, General, and
- cannot be deleted.
To access these groups:
- Navigate to Contacts > Groups.
- Click the Folder dropdown and select General.
The hover menu for these groups has three options; click:
- Info to display Overview, Counts, Subscribers, and Active Mailings information about the group.
- Split to split the group into 2, 3, 4, or 5 segments, as described in Splitting and Random Segmenting.
- Random Segment to create a random segment of Contacts from one of the groups (e.g., to test a mailing). The segment is percent-based, and can be from 5% to 95% of the group's Contacts. Learn more in Splitting and Random Segmenting.
The table below describes each of the OOTB Target Groups.
| Target Group | Description |
|---|---|
| Administrator Logins | Admin users who have logged into the account. This group is system‑generated and read‑only. |
| Everyone in your Database |
All active contacts (formerly, "subscribers") in your account.
NOTE: Higher Logic recommends discretionary use because this truly targets every active contact in your account. |
| Mobile Email Recipients | Contacts who were identified as having viewed your email messages on a mobile client. This determination is based on tracked opens; counts rely on open‑tracking data from recipients' email clients. If mobile opens aren't tracked (e.g., images blocked), this count might be 0. |
| Subscribers set to HTML Format | Contacts whose message-delivery format is set to HTML. |
| Subscribers set to Text Format | Contacts whose message-delivery format is set to Text. |
| Subscribers who Subscribed via Subscription Form | Contacts who subscribed to your mailings via a Landing Page or Data Input Form. This group is automatically maintained by Thrive Marketing Professional. |
| Subscribers who were Uploaded | Contacts whose database records were uploaded by an Admin. |
Access your Target Groups
To access your Target Groups:
- Access the Admin interface.
- Navigate to Contacts > Groups.
The Target Groups list page defaults to the Main Folder; the list is sorted alphabetically on the Target Group Name column. You can:
- Click any column header to sort on that column; click again to reverse the sort order.
- Click the folder dropdown and select:
Manage your Target Groups list
On the Target Groups list page, you can perform several management actions using the buttons above the list.
TIP: The Delete and Move to Folder options are for managing Target Groups (as opposed to managing the list and its display). As such, they are not enabled until a Target Group is selected. You can select multiple checkboxes to simultaneously perform these actions on more than one Target Group.
Refer to Manage Target Groups individually, below, for more management options.
| Option | Description |
|---|---|
| Search | Click to display a dialog where you can specify search criteria. Click the plus sign (+) to add criteria, use the dropdowns to add conditions, and specify a search term; click Find to initiate the search. |
| Reset | Click to restore the complete list of Target Groups (for the selected folder) after you've performed a search. |
| Columns | Click to display a dialog where you can add and remove columns in the list. You can also drag-&-drop them to different positions in the list. |
| Export | Click to export the current list to an MS Excel file. The export file reflects the current list view, including any search-based filtering, and the current columns and their order. |
| Refresh | Click to refresh and update the list after you've made changes. |
| Show Deleted |
Check to display any Target Groups that have been deleted; their
names display in red text. To restore a deleted Target Group,
hover on its dedicated menu and select
Undelete.
See Delete/Undelete Target Groups to learn about managing deleted Target Groups. |
| Delete |
Click to delete one or more Target Groups that
you've selected (checkbox on left). In-use Target Groups cannot
be deleted.
See Delete/Undelete Target Groups to learn about managing deleted Target Groups. |
| Move to Folder | Click to move one or more Target Groups that you've selected (checkbox on left). Choose a destination folder on the popup. |
Create a Target Group
When you create a Target Group, you have to assign a type and store the Target Group in a folder.
Target Group types
Use the following links to learn about each of the various types of Target Groups. This should help you to determine which type is the best choice. The articles also detail the unique creation process for that Target Group type.
- Interest Target Groups
- Demographic Target Groups
- Personalization Target Groups
- Action-based Target Groups
- Compound Target Groups
- Web Tracking Target Groups
Choose a type
- To the right of the page title, click Create.
- Click the dropdown to select a type of Target Group and click Create.
NOTE: The type of Target Group you select determines the creation path (i.e., additional configuration dialogs or a multi-page process). Check the appropriate knowledge base article for your selected type.
Manage Target Groups individually
In addition to managing the list (what displays and how), you can individually manage Target Groups. To the left of each Target Group is:
- a checkbox that you check to enable the Delete and Move to Folder options above the list, and to perform these actions on multiple Target Groups.
- a menu icon that you hover on to access the available options.
| Option | Click to... |
|---|---|
| Info |
Open a multi-tab dialog that has various metrics, a list of subscribers,
and lists of the associated active and sent mailings.
See View Target Group Details to learn how to access and interpret the various metrics and data that are captured for the Target Group. |
| Edit | Make changes to the configuration details. This is, essentially, revisiting the creation process for the Target Group type. |
| Split |
Divide the Target Group into 2, 3, 4, or 5 equal segments.
See Splitting and Random Segmenting to learn about this option. |
| Random Segment |
Create a new Target Group that contains between 5% and 95% of
this Target Group's contacts.
See Splitting and Random Segmenting to learn about this option. |
| Delete | Delete the Target Group; click Ok in the confirmation popup. |
| Undelete |
Restore the Target Group; click Ok in the confirmation
popup. This displays for deleted Target Groups only.
See Delete/Undelete Target Groups to learn about managing deleted Target Groups. |
Target Groups folders
All Target Groups are stored in folders, which makes finding and managing them much easier.
All Thrive Marketing Professional accounts have a pre-loaded set of Target Group folders and you can create your own Target Group folders to manage your Target Groups.
To create and manage Target Group folders:
- On the Target Groups list page, click the Edit button in the upper right.
- On the dialog, you can:
- click + New Folder to add a folder,
- check the Show Deleted box to display deleted folders,
- click Edit next to a folder to change its name, and
- click Delete next to a folder to delete it.
WARNING: Exercise caution with the Delete option. If you proceed, the folder and all of its contents are deleted and cannot be retrieved.