In emailing or SMS marketing, the precision of your mailings is essential in order to achieve successful and effective campaigns.
In Sarbacane, you have the possibility of performing targeting based on an already existing contact list, in order to send a campaign to a specific segment of your database.
This type of targeting is based on the data you have personally entered into your list. It is a method that differs from targeting based on a campaign’s statistics.
To perform targeting, go to the Contact lists tab in the Sarbacane Contacts application, then open the contact list on which you wish to perform targeting.
Click on the Targeting button located next to the contact search bar in your list.
Once you have clicked this button, new options will appear on the screen, to the right of your list, and you can then begin your targeting.
The two drop-down menus allow you to combine conditions in order to restrict your list only to the contacts you are looking for.
The first drop-down menu contains the variables for your targeting. These variables correspond to the titles of your columns as well as to the source of import of the contact into the list.
By default, this menu contains the variables Email and Source.
The second drop-down menu allows you to apply a condition to your variable.
For a column of the Simple text field type, you can choose from the following conditions:
is equal to / is not equal to
is filled in / is not filled in
starts with / does not start with
ends with / does not end with
For a column of the date field type or number field type, you can choose from the following conditions:
is not equal to
is equal to
is later than
is later than or equal to
is earlier than
is earlier than or equal to
is between
The third field can be either a numerical selector for the Number field type or Date field type condition, or a text field.
The combination of these 3 criteria therefore creates a rule. As soon as you enter a rule, your contact counter decreases to retain only the corresponding recipients.
You may of course combine several rules to create one or more groups of rules, and thus refine your targeting.
It is important to distinguish between the concepts of rules and groups.
Each group consists of a set of rules. The different rules in a group are separated by an AND-type operator.
From a mathematical point of view, this means that each rule is added to the other and that, in order to be selected, a contact must meet the conditions of all the rules in the group, and not of one rule OR the other.
For example, if the following 2 rules have been defined:
Title > Is equal to > Mister
Country > Is equal to > Italy
Only Italian men will be selected. A mister whose country is Spain will not be included in the selection, although he meets the condition Title = Mister.
The + on the right allows you to add a new rule to a group.
All the rules in the same group are gathered in the same box in order to distinguish them from the other groups.
Indeed, you can add another group to your targeting.
A group constitutes a sample of the population. A combination of several rules defines a group.
Each group (that is, each population subset) is separated by an OR-type operator.
From a mathematical point of view, if a targeting includes a group A and a group B, this means that the targeting adds together the individuals that meet the rules of group A OR the rules of group B. It is not necessary to match the targeting criteria of both groups A and B for an individual to be included in the targeting.
If we take the above example again:
Group A
Title > Is equal to > Mister
Date of birth > Is earlier than > 01/01/1990
Group B
Title > Is equal to > Mister
Date of birth> Is later than > 01/01/2000
Targeting corresponds to the sum of the contacts targeted in each group. In this example, it will bring together individuals who meet all the rules of group A + individuals who meet all the rules of group B, that is, men born before January 1, 1990 AND men born after January 1, 2000.
You can add a new group by clicking the + New rule group button.
In this way, you can create precise targeting by combining multiple selection criteria. The more precise your targeting is, the more targeted your marketing campaigns will be and the more likely they are to be read.
Until now, targeting in Sarbacane was systematically visible to all users. It is now possible to manage the sharing of your targeting in order to restrict its visibility according to your different user groups.
Only administrators and account owners can access the sharing options. If the sharing options are not displayed, please contact your account administrator.
To access targeting sharing, choose the contact list of your choice, then click the action menu on the right and select “View / Edit” from the dropdown menu.
You arrive on a page where you can see your contact list in detail (number of contacts, email, first name, last name, etc.). Press the Targeting button.
Then select the targeting of your choice by pressing “Select a targeting”. Then select the desired targeting from the dropdown list.
Once the targeting has been selected, click on the targeting action menu and select “Targeting properties” from the drop-down menu. If the “Targeting properties” option is greyed out, this means that your targeting has not yet been saved. You must first save your targeting in order to be able to share it.
You will arrive on a page where you can choose the user groups that can access the targeting. You simply need to check or uncheck the groups. Once you have made your selection, you can confirm.
