If you already have targeting configured, feel free to skip ahead to the next section: how to create a new campaign. If not, this section will guide you through ensuring banners display correctly when your team sends emails.
Initial Setup (Targeting)
1. Navigate to Marketing
Navigate to Marketing (1), then Targeting (2).
2. Click on the groups tab (3).
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3. Active vs. Inactive Groups
Active routes are marked in blue, while inactive groups are marked in gray. If there is an active route like the ones pictured below, you’re set! The group, “allusers” (1), is a pre-made group. You can use this for company-wide campaigns. By default, banners will show up for all users in your org.
If you want specific teams or departments (e.g., Marketing, Sales, etc.) to send out different ad banners, you’ll need to create new groups (see step 5).
4. Assign Priority to Groups
If you’ve set up multiple groups, it’s important to ensure they are assigned the correct priority number. When a user belongs to more than one group, Opensense will query the group with the highest priority number to determine which banner to display. Click on Change Priority (1).
You can drag and drop a group to move it (1) or type in the number associated with the group you want to move and the number you want to move it to (2).
⚠️ Important:
When using department targeting, the hierarchy determines which banner displays. If an individual belongs to multiple departments, only the banner tagged with the topmost tag in the hierarchy will appear. To avoid display issues, ensure that inactive groups or departments with no associated banners are turned off. For example, if you created a group for a specific event and that event has ended, the department should be disabled; otherwise, no banners will display for users in that group. Proper management of department targeting ensures your campaigns run smoothly and without conflicts.
If a group is marked in gray, it’s disabled and needs to be enabled. Click the ellipses to the right of the group (1), then select Enable from the dropdown menu (2). Follow the same steps to disable a group when needed.
⚠️ Important:
The allusers group is not suitable for internal-only campaigns. To ensure proper routing, always set Recipient (Internal Campaign) routes at a higher priority than Sender (External Campaign) routes.
5. Add a Group
Click on Add Group Target (1). In the entry box, do the following:
Select Type (2):
Sender: For external banner campaigns
Recipient: For internal banner campaigns
Select Group (3) - No groups created yet? Find out how to create a group and add users.
Select Campaign(s) (4) - Optional - If you have specific campaigns running that you want associated with a group, add them here.
Select Tag(s) (5) - Optional - Enter the tag(s) you would like to use for this group. At least one campaign or one tag is required. An example of a tag could be “abcevent” for a specific event or “customersuccess” for your CS department.
Toggle group to active (6).
Click Update (7) - To activate a campaign for a specific group, apply the same tag (i.e., customersuccess) to the appropriate ad banner.
See Targeting for more information on how to set up advanced targeting.
Opensense Support
For further assistance, contact Opensense Support:
Email: help@opensense.com
Knowledge Base: help.opensense.com