This article...
- Details the user actions (message opens, link clicks, and ad interactions) that can be the source of Action-based Target Groups.
- Directs readers to the Groups page in the Admin interface.
- Describes how to create and configure an Action-based Target Group.
Action-based Target Groups in your account
Action-based Target Groups are subsets of your contacts who have been grouped based on having taken an action (e.g., clicked a link). That action (the "trigger") was configured when the Target Group was created. Contacts who perform the "trigger" action are automatically added to the Group.
Action-based Target Groups:
- are never based on multiple actions (e.g., "opened YYZ message and then clicked link ABC").
- are only ever based on a contact taking a single action. For example:
- the contact "opened YYZ message" or
- the contact "clicked link ABC"
This grouping of contacts is beneficial when you want to target only those contacts who have performed a specific action, such as sending a message that is tailored to those contacts.
Actions you can target
Let's take a look at the types of actions you can target in an Action-based Target Group.
Opens
- Opened a specific message
- Opened any message over a period of time
- Did not open a specific message
- Did not open any messages over a period of time
- Opened messages within a recent time period
Clicks
- Clicked a specific link in a specific message
- Clicked a specific link in any message (within last 24 months)
- Clicked any link in a specific message
- Clicked any link in any message (within last 24 months)
- Did not click any links over a period of time
- Clicked any links over a period of time
- Clicked a link in a message within a recent time period
Advertisements
- Clicked a specific ad link in a specific message
- Clicked any ad link in a specific message
- Clicked any ad link in any message
NOTE: If your account licenses the Surveys and/or Events modules, additional actions (e.g., complete a survey, register for an event) that can be triggers for an Action-based Target Group are available during the "create" process that is detailed below.
Create an Action-based Target Group
- Access the Admin interface.
- Navigate to Contacts > Groups.
- Click Create.
- Select Action-Based from the menu and click Create.
- Specify a Name for the Target Group and, optionally, select a folder (or accept the default, Main Folder), and click Next to continue.
- On the Add Target Group page, select (only) one action as the trigger and click Next.
- Configure the option(s) associated to the type of action you selected. For example, if you chose Clicked a Specific Link in a Specific Mailing, you'll be prompted to select a message.
- Click Update to complete the process.
Your new action-based Target Group will appear under your list of Action-based Target Groups and can be used to target messages and to create compound Target Groups.