Target Groups are subsets of your database records that have something in common and which have been grouped for convenience. Having database records 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 default set of Target Groups (such as Interest, Action-based, and Demographic) and you can create your own, based on your account and marketing needs.
This article describes how to access and work with your list of Target Groups; how to create Target Groups; and how to individually manage your Target Groups right on the list page.
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 to select a folder to display its Target Groups or select All Folders to display all Target Groups.
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 Target Group-management actions, as opposed to list-management actions. 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 select one of the multiple types and store it in one of a number of folders.
Target Group types
Use the following links to review 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 of Target Groups, you can individually manage them. 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
As mentioned earlier, all Target Groups are stored in folders, which makes finding and managing them much easier.
All Thrive Marketing Professional accounts have a default set of Target Group folders and you can create your own Target Group folders to manage your own Target Groups.
To create and manage your 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.