Adding the Target Group and Execution Definition

To define the channels and formats for a marketing activity, perform the following steps:

1. Open the required campaign in the campaign designer.
2. On the marketing activity container:
   • Click to expand the container.

     

   • Click the target group icon to open the Target Group.

     

   and Execution Definition window.

   

   You can create the target group and define execution type using the following buttons:

   • New Query – Use this to create a target group using the Standard Query process.
   • New Quick Query – Use this to create a target group using the Quick Query process.
   • Load Query – Use this to search for and load a query that is already created and saved.
   • Select/Rework Target Group – Use this to select a different target group or modify the target group.
   • Define Execution Type – This allows you to define the dates until which the queries are executed to update the target group. You can also define the execution types.

   If you were to start creating the target group, but stop in between and reopen this window it also shows the current query you were working on. It now have options to edit or unlink the current query from the marketing activity. For example:

   

   the above screenshot shows the current query that was being worked on to create the target group. The flag icon indicates that the current query is a standard type query.

   

3. To create the target groups and define the execution type, perform one of the following:
   • Using the New Query button:
     1. Click New Query to open the standard New: Query window.
     2. Enter the Query Name and the UQL syntax for the query and run the query to get a list of entities for the target group. These are added to the target group.
        Note: Instead of using an UQL, you can specify the infoarea, the fields to search, and the conditions by using the buttons in the Formatted and Conditions sections.
     3. Click Save to proceed to the next step, Define Execution Type window. In this window you can specify the following information:
        • Edit target group until – Specify the date until the target group can be updated based on the result of the query.
        • Execution Type – Select the execution type from the drop-down list.
     4. Click to open the Create Target Group step window.

        

        If any of the items in the previous two steps are incomplete, you get warning messages. For example, if you had not defined the execution type and edit target group until date fields in the Define Execution Type window then Create Target Group window displays the incomplete steps as shown below. Also notice that the Create Target Group tab at the top has a red dot in it instead of a green dot.

        
     5. Click Create Target Group to complete the creation of the target group process. A notification window along with some progress indicators are created as shown in the screenshot below.

        The Target Group icon is now orange in color to indicate that the target group creation is in progress. Also the Target Group row now has date until which the target group list can be updated. Once the target group is processed then the channels and target group icons has the target group numbers in the brackets besides the respective icons.

        Once the server creates the target group and updates the marketing activity is to be executed on the date specified. The icons are displayed in green. See the screenshot below.

        

     6. To edit the target group click. The Edit Target Group window opens. You can use the search queries to add more recipients to the target group.
        Note: The target group icon turns Red () after the “Until” date.
   • To create the target groups and define the execution type using the New Quick Query option, perform one of the following:
     1. Click the New Quick Query button from the Target Group & Execution Definition window. The Create Target Group using Quick Query window is opened.

        

     2. Select the Root Info Area from the dropdown list.
     3. Click Run Query. The query results are listed. Click Finalize Query.
     4. Define if the query results are Private Query or Public Query. Enter a name in Save As … field.
     5. Click Save to finalize the results and attach the query results to this marketing activity. The Create Target Group window opens.

        

        If any of the intermediate process steps are incomplete, you get a warning message, including if the target group is already created. A sample screenshot is provided below:

        

     6. Click Create Target Group to complete creating the target group.