Target Group

Learn how to create and edit target group for marketing activities.

To create a target group, click on Create Target Group in the marketing activity or execution record.

Note: This button is only active if an execution record has been defined for the marketing activity and your administrator has defined a CRM.server user ID.

The following fields are entered automatically:

  • Execution status: empty
  • Start automatically: enabled
  • Executing Rep ID: the CRM.server user ID defined by your administrator
  • Starts on: the current date
  • Starts at: the current time + 10 seconds
  • Create target group: enabled
If the Target group definition field contains an entry, the target group is created.
Note: If you do not create the target group yourself, it is generated automatically as the time entered in the execution record (Starts on/at).

The reps assigned to edit the target group receive a To-Do once the target group has been generated.

Editing Target Groups

To edit a target group:

  1. Switch to the Target Group tab in the marketing activity. The target group generated automatically is displayed.
  2. Edit the target group:
    • Click on (Add Company), (Add Person in Company or Add Person) or (Add Company from Favorites, Add Person in Company from Favorites or Add Person from Favorites) to add further companies or persons to the target group.

      Start the search and select one or more records in the results list. Select Select from a selected record’s context menu. The selected records are added to the target group.

      Note: You cannot add a person (PE) to the target group if you have already added the person to the target group as a person in company (KP).
    • Remove records from the target group by enabling the Inactive check box.

      Always set the records that should not be included in the target group to Inactive instead of deleting them from the target group. This ensures that another user does not add the record to the target group a second time.

Note: The list of target group records includes fields from the Company and Person info areas. Depending on your configuration, you can sort records in the list of target group members using these fields by clicking on the column header. The sort order is not saved; if you reopen this area, the sort order is reset.