Setting up group targets for campaigns

Overview

Before you run banner campaigns, set up group targets, so that banners show correctly when your team sends email. A group target links a group of users to campaigns or to tags. The pre-made allusers group shows banners for all users in your organization.

If targeting is already set up, go to Creating a banner campaign.

Checking your group targets

In the navigation pane, select Marketing > Targeting.
Select the Groups tab.

Each row is a group target. It shows the priority number, the target type, the groups, the campaigns, and the tags. Active group targets have a blue number, and disabled ones have a gray number.

If an active group target such as allusers is listed, you are ready to create campaigns. By default, the allusers group shows banners for all users, so use it for company-wide campaigns. To have teams such as Marketing or Sales send different banners, add a group target for each team.

Targeting Groups tab with numbered callouts on Marketing, Targeting, and the Groups tab, and a list of group targets — **Open the Groups tab** · Marketing > Targeting > Groups

Group targets list with the allusers group highlighted in the last row — **The allusers group** · Pre-made, for company-wide campaigns

Adding a group target

Click Add Group Target at the upper right.
In Type, select Sender for an external banner campaign, or Recipient for an internal banner campaign.
In Groups, select the group. If you have no groups, see Creating a department and adding users (classic UI).
Optional: in Campaigns, select the campaigns for this group.
Optional: in Tags, enter the tags for this group, for example abcevent for an event or customersuccess for your customer success team. Each group target needs at least one campaign or one tag.
Turn on Active.
Click Update.

To show a campaign’s banner to this group by tag, add the same tag to the banner, for example customersuccess.

Create Group Target window with numbered callouts on Type, Groups, Campaigns, Tags, the Active toggle, and the Update button

Setting the priority

If you have more than one group target, set their priority. When a user is in more than one group, Opensense uses the group target with the highest priority to choose the banner.

Click Change Priority in the banner above the list.
Drag a group target to its new position. You can also enter its number in Move and the new number in to position, then click Update.
Click Save.

Groups tab with the Change Priority button highlighted — **Click Change Priority** · In the banner above the list

Priority editing with drag handles on each row, the Move and to position fields, and Cancel and Save buttons — **Drag or move by number** · Then click Save

Enabling or disabling a group target

A gray number means that the group target is disabled. To enable it, click the actions menu (⋮) on its row and select Enable. To disable an active group target, select Disable in the same menu.

Actions menu open on a group target, with Edit, Disable, and Delete options

What’s next

Creating a banner campaign: create a campaign and add your banner.
Targeting banner campaigns: target banners by domain, recipient, department, and more.
Setting up automatic group membership: add users to groups automatically, based on profile fields.