Creating a new target group

Prerequisites

The Target groups agent is displayed on the tab where you would like to create a new target group (Adding/deleting additional agents to/from mailing lists).

Important: Please note that this agent differs from other agents in the following respect: If you remove the Target groups agent from the tab of a mailing list, all the target groups created for this mailing list will be automatically deleted.

Step by step

Open the Create new target group dialog box as follows:
- To create a new target group that will only be available for one particular mailing list, click the tab of the mailing list > Target groups agent. Then click the (Create new target group) button.
- To create a global target group that will be available for all mailing lists, click the (Global settings) tab > Target groups agent. Then click the (Create new target group) button.
A dialog box appears.
In the dialog box, enter a name for the target group (for example, ‘Men with a building loan contract’).
You have the option to enter a description of the target group. This will be displayed in the target groups overview.
Confirm the dialog box by clicking OK.

You have now created a new target group.

Additional information

The target group will open in a tab for editing or checking.

You now have the following possibilities:

Create conditions in order to restrict the recipients in the Editing workflow step
Check the selected recipients in the Check workflow step
Close tab.

You can select an existing target group in the table and:

make a copy using the (Copy) and (Paste) buttons.

Please note that any existing target group conditions will also be copied and pasted.
delete the target group by clicking the (Delete target group) button.
rename the target group by clicking the (Rename target group) button.

Please note that deleting or renaming a target group can cause problems if the target group is used in a mailing that has already been created or one that is scheduled to be dispatched.