OTF Target Group in your account

OTF Target Groups are dynamic and are automatically updated with new contacts when they meet the criteria.

NOTE: Only Active contacts can be added to an OTF Target Group (Unsubscribers will not be included).

Below are some examples of how you can use these Target Groups.

You can create a list of:

• Contacts who opened a message within a specified date range and completed a subscription form
• Contacts from a specific domain (e.g., "@higherlogic.com")
• Contacts who clicked a survey link in a message
• Contacts who have the same first name
• Contacts who belong to the same company

Comparison to Action-based Target Groups

There is some overlap between OTF Target Groups and Action-based Target Groups. The main differences are:

• Creating an OTF is very visual. You start with a list of contacts and apply search criteria to narrow the results.
• Action-based Target Groups have more capabilities with the Surveys and Events modules.

Create an OTF Target Group: Contacts > Search page

This section describes how to create an OTF Target Group via the Contacts > Search page in Admin.

1. Access the Admin interface.
2. Navigate to Contacts > Search.

3. In the Find Subscribers panel, go through the sections and configure the settings (i.e., the "criteria"); then click Update.

See Contact Search to learn more about this process.

The table refreshes and updates to display the contact records that meet the criteria.

4. Above the table, click Target to create a Target Group.
5. In the dialog:

• • Specify a name for the group.
  • Click the dropdown to select a folder in which to store the Target Group.
  • Optionally, provide a description of the Target Group. (Recommended; to explain its purpose.)

6. Click Create.

TIP: Navigate to Contacts > Groups and verify that the new Target Group is listed. Its type is Report, which indicates that's how it was created.

Create an OTF Target Group: Contacts > List page

This section describes how to create an OTF Target Group via the Contacts > List page in Admin.

1. Access the Admin interface.
2. Navigate to Contacts > List.

3. Perform a search to filter the list: Click the magnifying glass icon to display the search field and enter your query (e.g., user name, email address, year, status).

See Manage Contacts to learn more about the Contact > List page.

4. The list automatically updates with the the contact records that match your search query. Click the Create Target Group icon (highlighted below).

5. In the dialog:

• • Specify a name for the group.
  • Click the dropdown to select a folder in which to store the Target Group.
  • Optionally, provide a description of the Target Group. (Recommended; to explain its purpose.)

6. Click Create to create your Target Group.

TIP: Navigate to Contacts > Groups and verify that the new Target Group is listed. Its type is Report, which indicates that's how it was created.

Create an OTF Target Group from a Mailing Activity Report

This section describes how to create an OTF Target Group from a Mailing Activity Report (MAR).

When you create an OTF Target Group from a MAR:

• the message ID becomes part of the search criteria. The Target Group itself functions similarly to an Action-based Target Group, but with the added ability to perform custom searches to create criteria.
• you can use only those contacts who received the initial message.

1. Access the Admin interface.
2. Navigate to Messages > List.
3. Click the menu to the right of page title and select Sent to view your sent messages.

4. Select the message in the list you want to report on and click More > Track to access the message's MAR.

5. Click the Details tab and select the report that you want to use as your initial set of contacts. Use the Search feature to refine the list.

6. When the list is refined, click Target.

7. In the dialog:

• • Specify a name for the group.
  • Click the dropdown to select a folder in which to store the Target Group.
  • Optionally, provide a description of the Target Group. (Recommended; to explain its purpose.)

8. Click Create.

TIP: Navigate to Contacts > Groups and verify that the new Target Group is listed. Its type is Report, which indicates that's how it was created.

iMIS Cached Personalization fields

If your account is integrated with iMIS, iMIS cached fields remain in the search screen. You can use these fields as filter criteria.