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en:how_to_edit_target_groups [2021/01/06 11:51] – [Searching within the target group list] bk | en:how_to_edit_target_groups [2025/04/11 17:10] (current) – [Clean up] fw | ||
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- | ====== How to edit target groups ====== | + | ====== How do I edit target groups? ====== |
+ | |||
+ | This article describes what actions you can perform within the list of target groups and what editing options are available within the target group details. | ||
===== List of target groups ===== | ===== List of target groups ===== | ||
- | At //Addresses → Lists// you will find a listing of all available target groups. | + | At //Addresses → Lists//, you will find a listing of all available target groups. |
+ | |||
+ | * Display // | ||
+ | * Display //deleted// only | ||
+ | * //Display all// | ||
+ | |||
+ | |||
+ | <WRAP round tip 60%> | ||
+ | You can find an article on deleting target groups here: //" | ||
+ | </ | ||
{{: | {{: | ||
- | Target groups | + | Target groups |
+ | |||
+ | |||
+ | ===== Add columns to the list ===== | ||
+ | |||
+ | You can show or hide columns using the button {{: | ||
+ | |||
+ | {{: | ||
===== Searching within the target group list ===== | ===== Searching within the target group list ===== | ||
+ | You can search for specific lists using the {{: | ||
- | {{:en:addresses_lists_search.png? | + | {{:en:addresses_targetgroup_lists_search.png? |
- | ===== Functions of the Floatin Action button ===== | + | ==== Check multiple boxes ==== |
- | With the button on the lower right you have these options: | + | If you check multiple boxes for different target groups, the following options will appear right above the list: |
+ | |||
+ | {{: | ||
+ | |||
+ | * //Delete//: You can delete multiple target groups at the same time. | ||
+ | |||
+ | * //Duplicate matching//: You can compare target groups against each other and save them as a new target group. | ||
+ | |||
+ | * //Unify//: You can merge multiple target groups and save them as a new target group. You can also limit these. | ||
+ | |||
+ | {{: | ||
+ | ===== Functions of the Floating Action button ===== | ||
+ | |||
+ | With the button on the lower right, you have these options: | ||
{{: | {{: | ||
- | |//Create auto target group://| Create and name a new auto(matic) | + | ==== Create |
- | |//Create responder target group://| Create a new target group from an already distributed campaign. For example you can save the recipients, opens and clicks as new target groups. | \\ | + | Create and name a new automatic |
- | |//Create target group by file://| Upload a file. A new target group will be created form it when the master data had already been imported. This means data is not imported | + | |
- | This means that there is no new import of data, but only a comparison with existing data. The hits will be part of a new target group. | \\ | + | |
- | |//Import addresses:// | + | |
+ | ==== Create responder target group ==== | ||
+ | Create a new target group from an already distributed campaign. For example, you can save the recipients, opens, and clicks as new target groups. | ||
- | <WRAP round tip 90%> You can find further information about the mentioned topics in these articles: | + | ==== Create a target group by file ==== |
- | * How to create an auto target group? | + | Upload |
- | * How to create | + | |
- | * How to import addresses? | + | ==== Import |
+ | Upload new addresses directly from your PC or from an SFTP server. Details in the article Details in article //" | ||
+ | |||
+ | |||
+ | ===== Functions within the target group details ===== | ||
+ | |||
+ | <WRAP round important 60%> | ||
+ | This article deals with static target groups. An article on the topic of auto-target groups can be found at //" | ||
</ | </ | ||
- | ===== Target group details ===== | ||
- | When you click on a target group to enter the detail view the following options are available: | + | ==== Actions in the menu bar at the top right ==== |
+ | |||
+ | If you click on a target group to access | ||
{{: | {{: | ||
- | |//Edit://| Edit the target group’s name or write protect it.| \\ | + | ==== Edit ==== |
- | |//Export://| Download the target group.| \\ | + | Edit the target group’s name or write-protect it. |
- | |//Delete://| Delete the target group; this is not possible for auto target groups!| \\ | + | |
- | |//Add to auto target group://| Add this target group to a selected auto target group to combine them.| | + | ==== Export |
- | |//Clean up://| Clean up the target group from hardbounces, | + | Download the target group. |
- | |// | + | |
- | |//Split://| Divide the current target group into several parts. The distribution of the recipients happens randomly. Select the number of sub-target groups to be created. Decide whether the target group should be automatically divided into equal parts or whether you need an individual limit.| | + | ==== Delete ==== |
- | |//Match with another client://| This function allows the export of a target group into another client. By doing this no new addresses will be added to the second client, but the a target group of found matches will be created, based on e-mail address.| | + | Delete the target group; this is not possible for auto-target groups! |
+ | |||
+ | ==== Add to auto target group ==== | ||
+ | Add this target group to a selected auto target group to combine them. Details in the article | ||
+ | |||
+ | ==== Clean up ==== | ||
+ | Clean up the target group from softbounces, | ||
+ | |||
+ | ==== Filter ==== | ||
+ | Selecting a filter that you want to apply to the current target group. This creates a filtered copy of the current target group. | ||
+ | |||
+ | ==== Split ==== | ||
+ | Divide the current target group into several parts. The distribution of the recipients happens randomly. Select the number of sub-target groups to be created. Decide whether the target group should be automatically divided into equal parts or whether you need an individual limit. | ||
+ | |||
+ | ==== Match with another client | ||
+ | This function allows the export of a target group into another client. By doing this, no new addresses will be added to the second client, but a target group of found matches will be created, based on e-mail address. | ||
+ | |||
+ | ==== Information about the target group ==== | ||
+ | |||
+ | Here you can see how many records your list contains, whether it is read-only, or whether it is an auto-target group. You will also find the channel distribution, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | === Channel distribution === | ||
+ | |||
+ | This display only appears in clients that are configured for omnichannel and shows the distribution of addresses across the individual channels: email, SMS, app push, web-push, and print. Please note that although the values are percentages, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | === Log file === | ||
+ | The log file shows you how, in what quantity, and when addresses were added to the target group. When importing, you will be shown the respective details of the import, e.g., how many addresses were available for import, how many addresses were filtered out due to syntax checks, negative list entries, or domain blacklist entries, and how many addresses were actually recognized as new. | ||
+ | |||
+ | ==== Search within a target group ==== | ||
+ | |||
+ | The target group search enables you to search for exact email addresses, customer numbers, first names, last names, or IDs, or optionally for included parts, e.g., @web.de. | ||
+ | |||
+ | The search results can be removed from the target group by checking the box. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | |||
+ | {{tag> | ||
- | |||
- | <WRAP round tip 90%> You can find further information about the mentioned topics in these articles: | ||
- | * How to export a target group? | ||
- | * Why can I not delete my auto target group? | ||
- | * How to add a target group to an auto target group? | ||
- | * Is it possible to export a target group into a different client? | ||
- | </ | ||
- | {{tag> | ||