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How to create a group based on rules

The group builder allows campaign audiences to be created based on actions carried out by individuals. You can build a group which contains contacts based on any of the following...

Include or exclude contacts based on Contact data (Contact Rules).

Include or exclude contacts based on Campaign data (Campaign Rules).

Include or exclude contacts based on Survey data (Survey Rules).

Include or exclude contacts based on Lead Score data (Lead Score Rules).

Include or exclude contacts based on Event data (Event Rules)

Include or exclude contacts based on Article data (Article Rules).

Include or exclude contacts based on VCAB data (VCAB Rules).

Include or exclude other groups.

Include or exclude individual contacts into a group.

Create a Rule

  1. Audience
  2. Groups
  3. Add New Group
  4. Type in the Group Name
  5. Create New Group

Contact Rule

A contact rule is based upon information that is held about an individual in the database.

  1. Click the "Add Rule" option.
  2. Select "Contact Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select a "Contact Field". This is a list of all the user attributes that are held in the database. Select the field from which you would like your contact rule based upon. For example, if you wanted a list of all the people who work in a particular department, you might select 'PositionInCompany' from this list.
  5. Select the "Operator" that you wish to select. The options include 'Is Equal To' 'Is Not Equal To', etc...
  6. Enter the value that you would the contact field searched for. Clicking on the '...' will display a popup with all of the values from the list. In the example above (Fig. 4), the search will look for all contacts that have a CompanyName like 'Comm'. This will mean all people who work for CommuniGator, Communications Limited, Car Share Commuters etc... will be included in the group.
  7. Add

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

The rule is then added and the count shows you how many are in the group.

Campaign Rule

Add a campaign rule when you would like a list of people who have performed a task, such as, clicked on a specific website or landing zone.

  1. Click the "Add Rule" option.
  2. Select "Campaign Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select the appropriate "Campaign".
  5. Date Range, by checking this box it will show an option to enter a date range.  (For example all contacts who opened the selected campaign between 20/08/2013 and 03/09/2013)
  6. Select an appropriate "Action" from, Web Hit, File Downloaded, Landing Zone Hit, Download Document, Unsubscribed, Opened Email, Not opened Email.
  7. Add

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

Survey Rule

Add a survey rule when you would like a list of people who have answered a survey question in a particular way.

  1. Click the "Add Rule" option.
  2. Select "Survey Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select the appropriate "Campaign". The screen will automatically refresh, and a list of surveys associated with the campaign will appear in the Surveys dropdown list.
  5. Select the appropriate "Survey". This will populate the Questions dropdown list of all questions of type, Radio-button, Checkbox, list-box and dropdown list from the survey.
  6. Select the appropriate "Question". This will populate the list of Answers.
  7. Select the appropriate "Answer".
  8. Add

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

Lead Score Rule

Add a lead score rule when you would like a list of people who have reached a certain lead score.

  1. Click the "Add Rule" option.
  2. Select "Lead Score Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select the appropriate "Category". The screen will automatically refresh, provide options to enter the operator and alias.
  5. Select the appropriate "Operator". This screen will refresh and provide an option to enter a value.
  6. Select the appropriate "Alias".
  7. Add

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

Event Rule

Add a event rule when you would like a list of people who have attended, booked an event.

  1. Click the "Add Rule" option.
  2. Select "Event Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select the appropriate "Event". The screen will automatically refresh, provide options to select the event and action
  5. Select the appropriate "Action". This screen will refresh and provide an option to enter the action value.
  6. Select the appropriate "Action Value"
  7. Add

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

Article Rule

Add a article rule when you would like a list of people who have received a certain article.

  1. Click the "Add Rule" option.
  2. Select "Article Rule" from the drop-down menu provided...
  3. Enter a "Description". A description will help when understanding the rule's duty.
  4. Select the appropriate "Article".
  5. Click "Add".

Once a rule is added, it will appear in the manage group screen. The description appears with the number of contacts to whom the rule applies...

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