Editing Target Groups

Learn how to edit target groups.

To edit a target group:

1. If you have been assigned to editing the target group (Rep (Marketing Activity) info area, Target Group check box), you receive a to-do of the type "Edit Marketing Activity Target Group" once the target group has been generated.
2. Select Edit Target Group from the context menu in the Marketing Activity info area.
   All the marketing activities whose target groups you currently need to edit (i.e. the current date is within the time period specified in the Edit target group from and Edit target group until fields) are listed in the Edit Target Group level. The currently selected target group is displayed in the Target Group (Marketing Activity) info area.

   Note: Your administrator can determine that only the subset of the target group that you are responsible for editing is displayed (by defining conditional access to the Target Group (Marketing Activity) info area where Rep ID = current rep), see Rights in the CRM.core Administrator Guide.
   

   Note: Select Target Group (Marketing Activity) from the context menu in the Marketing Activity info area to open the Target Group (Marketing Activity) info area and display all records stored for the current marketing activity. You can view these records outside the editing time period entered in the marketing activity and without being responsible for editing the target group.
3. To edit the target group, you can:
   • Click (New) to add a new company or person to the target group.
   • Click (Mark) to toggle the Inactive field in the target group record. Inactive records are ignored when executing the marketing activity.
   • Click (Delete) to delete the current record from the target group.
   Note: Aurea recommends that you set records as inactive instead of deleting them. This ensures that another rep does not add the record again after you deleted it from the target group.Select Delete target group from the context menu in the Edit Target Group or Marketing Activity info area to delete the entire target group.
4. Set the status of the to-do to "Completed" once you have finished.
5. The rep responsible for the marketing activity is automatically informed by a message of the type "Completion".

   You can also use the following options to edit the target group:

   • Select Load from the context menu or click on a link to switch to the company/person record.
   • Select Info > Target Group (Marketing Activity) from the Company + Person level to display all target groups containing the current company/person.
   • Select Target Group (Marketing Activity) from the context menu in the Marketing Activity info area to open the target group.
   • Select Edit Target Group from the Campaign info area to edit the target group used by the marketing activities in the campaign.