01. Configure a Target Audience

The Target Audience Element is used to define the segment of your Contact database you wish to target. In addition, a target audience becomes a trigger when it comes after your inbound or outbound element in your workflow -- which allows you to define certain behaviors that require subsequent action (like sending another Email, pushing the data to SalesForce.com, etc.).

Prerequisites:

Before getting started, you should have completed the following tasks:

Create a Program in Studio How?

Create a Campaign in Studio How?

Instructions:

Depending on how the element on the canvas is configured, there are a few versions of the Schedules tab:

To configure a Target Audience Element

1. Drag the Target Audience Element onto the Canvas

• Select the element that you just dragged onto the canvas

2. Configure the General tab

3. Click the Settings tab and define your segmentation criteria by either selecting All Contacts or Create a Segmentation Filter

• If you're creating a Segmentation Filter, define the Field, Operator, and Value for the Contacts you wish to target.

Tip: 

At any time, you can press Targeted Contacts # to see the number of Contacts that match your filter or click the Preview tab to see the Contacts matching your filter.

Configuring a Trigger Element

When you connect a Target Audience to an Outbound or Inbound, it will automatically convert to a "Trigger." A Trigger allows you to define certain behaviors that require subsequent action (like sending another Email, pushing the data to SalesForce.com, etc.).

1. Drag the Target Audience Element onto the Canvas

2. Connect the Target Audience to an Inbound or Outbound (above it)

• Double-click the Target Audience element that you just dragged onto the canvas

3. Configure the General tab

4. Configure the Monitored Events tab

• Select the Event(s) you wish to monitor for the connected Element(s)

• If a Contact performed the monitored behavior(s), then any Standard and/or Behavioral Filter Criteria specified in the Settings tab are evaluated, and if matched, your trigger will fire.

5. Click the Settings tab and define your segmentation criteria by either selecting All Contacts or Create a Segmentation Filter

• If you're creating a Segmentation Filter, define the Field, Operator, and Value for the Contacts you wish to target

Tip: 

At any time, you can press Targeted Contacts # to see the number of Contacts that match your filter or click the Preview tab to see the Contacts matching your filter.

 How to use Standard and Behavioral Filters

These powerful filters provide you with a means to target the right message, to the right Contact, at just the right time. Here's how you can use them.

1. Standard Filter

• Can be based on fields that you have included in the Contact Database:
  Field: Select Field in the Dropdown
  Operator: Select Operator in the Dropdown
  Value: Type out the value that you wish the rule to be based on
  
  

• If you add multiple Filters here, make sure to reference the "join rows with AND" and "join rows with OR" options

2. Behavioral Filter

You will use this Filter for the most part when you want to base it on an action performed in other elements. 

• Behavior Types
  - Achieved a Goal: Use goals that you set in the Account Management section
  - Performed and Event: The Contact performed an event in the campaign (i.e. provided form data, clicked an outside link, logged in successfully)
  - Achieved a Score: Use scores that you attached to other Events
  - Provided Data in Form: Submitted information to a form and you wish to base a filter on what they input
  - Had Certain Session Attributes: For example, mobile vs. desktop, IP Address, User Agent, etc. Set a timeframe for the rule to be active.
  
  

• Program/Campaign Selection
  - Program: Will typically be the current program
  - Campaign: Select the campaign you wish the filter to address
  - Inbound vs. outbound media: Most of the time you will use Inbound as the selector. You will select the name of the parent campaign
  - Which Visit: Page Visit, Any Visit, Current Visit

Criteria
This is where you set your actual rule (just like in the standard filter, Option - Operator - Value). It will vary depending on behavior type.