Targeted content based on preferences
As of our August release, we are introducing advanced capabilities to provide more personalised, preference-driven content with enhanced sophisticated logic, for targeted marketing campaigns.
First, navigate to your profile drop-down menu and select
Content hub
:
The
Content hub
opens. Within the Content hub, navigate to Campaigns
Recipients list:
The
Recipient lists
screen opens. Within the Recipients list
screen, select Add list
:
The
New recipient list
screen opens:
Here, you can give the recipient list a name and also add rules to the list. To add a rule, click
Add
, then Preferences:
The
Add by preferences
screen opens:
Within this screen, you can add rules to your preferences, which is how we will target specific users and groups. Select
Add rule
to display the metadata drop-downs:
The first drop-down will display all available metadata to you (this is what is set up within system admin).
Select the metadata that you wish to target, in this example, we have selected countries:
The secondary drop-down is linked to the first. So if you selected countries, a list of countries opens:
Here, we have selected United Kingdom and United States.
Now, you can be even more specific by adding an additional rule group. To do this, select
Add rule group
:
Select the relevant metadata. In our example, we have chosen Language - English.
note
Please note that between each rule group, you will see the options AND and OR. These options enable you to dictate the relationship between the different rule groups. This means, in our example, we are targeting users with an interest in the English language within the UK and the US.
You can add even greater complexity by clicking
Add rule
, to add more rules:
Additionally, there is another AND/OR drop-down, so you can choose whether you want to filter by one rule, or another, or multiple:
Once you have set up your rules, select
Save
. Your rules will be saved and you will be returned to the recipients list screen:Details tab
Within this screen, you can click on the details, to show which preference rules are applied:
Please also note the
Total unique recipients
:
The number displayed is the total number of users who satisfy the criteria.
Additionally, within this screen, you can
Delete
and Archive
your preference lists , via
More actions:
note
Please note that once you have created a preference list, you CANNOT edit it. You must archive the old one off and create a new one. This is due to users potentially changing their preferences.
Once you have selected one or more recipient list(s), select
More
:
Here, you can either
Activate, Archive
or Delete
the selected lists.Recipients tab
The
Recipients
tab shows all the users targeted by your list:
Click
More actions
> Add to exclusions
:
To add any users or groups to the exclusion list. This means they will be excluded from receiving the email:
Select
Add
to add the user to the exclusion list.Exclusions tab
The exclusions tab will show all users and groups that are currently excluded. To remove any users or groups from the exclusion list, click
More actions
> Remove from exclusion
:
This will remove the user or group from the exclusion list and add them back to the recipient list.