Creating groups using the simple edit mode is the default mode used when creating a new group.

This mode offers the most commonly used criteria. If you cannot find what you need to create a group using this mode, switch to the advanced edit mode.

The availability of criteria is based on the modules you have enabled in your project. For instance, if you don't have the event management module, there won't be any event related criteria.

The criteria types are listed in the table below by alpabetical order.

CriteriaDescription
ProfileTo target contacts using a value from any field in the contact profile.
  1. Drag and drop the criteria in the central pane.
  2. Select the field to search on.
  3. Specify the search operator to use.
    *Operators vary based on the format of the selected field.
    See the list of valid operators.
  4. Specify the searched value.
For more info, see the description of profile related criteria.
Opt-insTo target contacts that have subscribed or not to a given communication type.
Relational dataTo target contacts based on a value from a custom table in the project.
Contact sourceTo target contacts based on how they were created. It is also possible to target a specific period.
GeolocationTo target contacts based on their location from a given postal code or from a specific point on a map, depending on the option selected when the feature was enabled.
  1. Once the criteria has been dragged into the central pane, specify the distance in kilometers between the contact's location and the source location.
  2. Specify the source location either by indicating a postal code or point on a map.
    1. To select a point on a map, start by clicking on Display map.
    2. You can either enter a postal code or address in the search area, or drag the cursor  on the desired location on the map.
    3. Click on Apply.
      Corresponding GPS coordinates will automatically be calculated and used.
    4. Click on Save.
Recent importsTo target contacts included in a recent import (up to 15 days maximum). You can choose to include all contacts that were imported or just those that were added or edited with the import. You just need to select the import file and then specify which imported contacts to include in the group.
ScoreTo target contacts who have a given score. The calculation and format of the score depends on how it was configured for the project.
PersonasTo target contacts based on personas you have created. Persona calculation is updated as per the set frequency, or on demand.
You can choose to include contacts who are associated to one single persona or to multiple ones.
Sent messagesTo target contacts based on an action related to a given message, such as if the message was sent, delivered, viewed, clicked or in error.
EngagementTo target contacts on their engagement and create groups based on the frequency or recency of actions your contacts have performed on your messages. Using this criteria, you can target contacts who have, or have not, received, opened or click in a message, during a given period or a given number of times, and this for one or more communication types.
Following are some examples of use:
  • Target contacts who have opened a promotional message in the last 7 days
  • Target contacts who have not clicked in a newsletter message at least once
Note that you cannot use both options at the same time, that is both recency and frequency.
Note also that data are only compiled as of June 2016.
Sent SMSTo target contacts to whom a message was sent by SMS, or who have not received it due to a delivery error.
Sent mobile pushTo target contacts in relation with a specific mobile push notification that was sent, whether to find the contacts to whom the notification was delivered, or not, or the contacts who have opened it, or not.
  1. Drag and drop the criteria in the central pane.
  2. Specify the mobile application on which the notification was shown.
  3. Select the mobile push notification for which you are looking for contacts. If needed, use keywords to reduce the number of notifications to choose from.
  4. Specify which contacts you are looking for by choosing one of the options offered.
Sent web pushTo target contacts in relation with a specific web push notification that was sent, whether to find the contacts to whom the notification was delivered, or not, or the contacts who have opened it, or not.
  1. Drag and drop the criteria in the central pane.
  2. Specify the website at the source of the notification.
  3. Specify which subscribers you wish to target, those on Chrome or on Firefox, or both.
  4. Select the web notification for which you are looking for contacts.
    If needed, use keywords to reduce the number of notifications to choose from.
  5. Specify which contacts you are looking for by choosing one of the options offered.
Mobile viewsTo target contacts based on the device/platform last used to open a message.
ContestsTo target contacts who have entered or not a given contest, or who have won.
EventsTo target contacts based on an action related to given event, such as if they registered, attended or confirmed and not their registration.
SurveysTo target contacts that have started or completed a given survey.
ScenariosTo target contacts who are affected by a given scenario that is in progress or completed.
Abandoned cartTo target contacts who have abandoned a shopping cart.