Access Path > Contacts > Groups


The advanced mode is generally used when the simple mode does not have the desired options since it offers a greater range of possible combinations of criteria. 


If you have not saved any criteria in advanced mode, you can return to the simple mode to create your group



Create your group

1.    Click Create Group.

2.    In the Group creation window, specify the name of the group. If your project is available in other languages, you will need to specify a name for these other languages as well. 


Info:  In the Settings section, you can change the group name, set it as a test group for sending messages and add the group to the shortcuts, so that you can access it quickly. If you change any information, you have to click on 


3. Then switch directly to the advanced mode by clicking on Advanced Edit.

4. Specify the criteria that will be used to select the contacts to be included in the group. Here is how to do it in this video: 




Specify the criteria in advanced mode

1.    Click on Add a criterion (and)

Note: To see the details of each criterion, see the Description of the criteria available in advanced mode.


2. Next, specify whether the criterion is used to include or exclude the contact from the group.

3. Choose the criterion according to the Dialog Insight module or feature you are interested in (for example, Contact, Contests, Surveys, Activities, Relational Tables, etc.).

4. Then specify the information needed by the feature to target contacts. The advanced mode allows for a great deal of flexibility in what information to target. You will notice this as you navigate through the available choices. 

5. Then add as many criteria as you want by going through Add a criterion (And), or by using the Or criterion found in the clause section of a criterion already present. 

Note: You can add as many criteria as you wish. You can also edit an existing criterion with the pencil, or delete it with the trash can. 



Eligible Contacts

As you add criteria, the corresponding number of contacts appears in the top right corner of the page, in the Group count section.


Display options

  • In principle, the data is calculated dynamically. However, click on the icon to update the result.
  • To view the complete list of contacts in the group, click on the icon .
  • To see the list of contacts eligible, or ineligible, to receive messages through a specific communication channel, click on the category name.


Legend

  • Targeted - The total number of contacts that meet the defined criteria, all communication channels combined.
  • Eligible - Among the targeted contacts, those who are eligible to receive messages through this communication channel. These contacts must be active. 
  • When you click on Eligible, if your project contains a consent center, you can either select All Eligible to see all eligible contacts, or By opt-ins to see eligible contacts by explicit subscriptions.
  • Not Eligible - Targeted contacts are those who are not eligible to receive mailings through this communication channel because they are inactive, quarantined, or blacklisted.
  • Non-targeted - The total number of contacts that do not meet the defined criteria, all communication channels combined.
  • Total - The total number of contacts in the project, which is the sum of targeted and non-targeted contacts.



Important distinction between AND and OR

It is important to understand that a contact must meet ALL of the criteria of AND, and any of the criteria of OR.

  • The addition of a criterion (AND) creates a new criterion that must be met in order for the contact to be part of the group. Each addition of a criterion is evaluated on the result of the previous criterion, and therefore each time the number of results is restricted.
    • Example: Gender = M AND City = Quebec will display male contacts who live in Quebec City.
  • Adding a sub-criterion (OR) allows you to add an alternative clause to a criterion already created. Each addition of a sub-criterion increases the number of results.
    • Example: City = Lévis OR City = Quebec will only display contacts from Quebec City or Lévis.
  • You can only add sub-criteria to criteria related to the same module.
    • Possible group: City = Lévis OR City = Quebec AND has participated in a contest AND has answered a survey.
    • Impossible group: City = Lévis OR City = Quebec OR Has entered a contest OR completed a survey