Targeting Criteria List (Persona and Scoring)

Modified on: Mon, 29 Jun, 2026 at 11:50 AM

This articles presents, in alphabetical order, the criteria available for Persona and Scoring.

*Note that you have only access to criteria associated with active modules in your project.

Abandoned cart (Scoring only)

To include contacts that abandoned items in a cart on one of your e-commerce website. This criterion could be used to send a reminder to these contacts about the items that interest them and encourage them to complete the purchase.

To program a reminder, you must specify the date or time the cart was abandoned to use it to define the delay.

You could exclude contacts who purchased an item after abandonning a cart and avoid promoting an article already bought from a contact.

Administrative

To create a group with administrative information as filters such as the contact's source (import, form, etc.) or the date of an event implying this contact like modifying or deactivating. For example, you could create a group with contacts whose profile have been modified or in the last year. To be able to select events and sources options at the same time, or to specify the period, use the advanced mode.

Contact source

To include contacts depending on their creation source (import, form, interface, web service) . For example, you could use an opt-in form or an import from a relational table as criteria.

Contests (Scoring only)

To include the contacts who participated to a contest or who won to a contest. You must have created a contest to see it in the list of choices. You can select more than one contest. In advanced mode, hold the CTRL key while making your choices. To limit the number of contacts, you can filter with a certain period of time. When defining a date, you can choose a specific date, a project field (that has a Date type) or a Date of use.

Engagement

To include the contacts according to their commitment with messages from a certain communication type. The level of commitment is measured with actions of the contacts (openings or clicks inside the message) and according to recency or frequency of these actions. You can select more than one communication type. In advanced mode, hold the CTRL key to select several communication types.

For example, you could include contacts that opened a promotional message in the past 7 days or contacts who did not click in at least a Newletters type message.

Wether you chose recency or frequency, the displayed options will be different. With recency, you must specify the period, and with the frequency, the number of times.

Events (Scoring only)

To include the contacts who took an action regarding an event (registered, participated (were present), canceled or have not confirmed). This criterion could be used to send a registration confirmation, a reminder or an evaluation of the event.

In advanced mode, the options are slightly different. You can specify a period instead of including all contacts from the beginning.

Geolocation

To target contacts according to their geographic location with a postal code or with a pin point on the map (if the IP adress or geographical coordinates features are enabled). The options displayed differ depending on the activated features in your project.

Journey (Scoring only)

To include contacts according to their listed actions in the Journey module (for tracking). These actions may be related to pages or messages. For example, you could create a groups for contacts who filled a form on one of your websites.

We could create groups with conditions such as visits on a website, the origin of the visits and viewed products or those left in a cart of an e-commerce.

Landing pages (Scoring only)

To include contacts who visited one of your landing pages or who have met the goal pursued by the page.

Messages (Scoring only)

To include contacts according to the delivery result (sent, delivered, bounced). If the message is delivered, the group can be filtered with openings and clicks. In advanced mode, you can add conditions related to messages, communication types, number of sendings and period.

Mobile Push Notifications (Scoring only)

To include contacts that received or opened a Mobile Push notification.

Mobile Views (Scoring only)

To include contacts according to the last device and/or platform used to open a message in certain period of time. To choose more than one device or platform options, use the Device criterion (advanced mode).

Opt-ins

To include contacts with an opt-in for a specific communication type or the opposite. For example, you could use this filter to send a different content to your subscribers than for your prospects.

Personas

To include contacts that correspond to personas created in your project. The updates of personas is done depending on the the configured frequency or on demand. You can choose to include a contact that correspond to one or several personas.

Profile

To include contacts according to values of the fields in their profile. You must choose a field from the project as a filter. Then, use an operator to compare the field to the wanted value.

Relational Data

To include contacts using the value of a field from a relational table in your project. For example, you could use a relational table containing transactions of your customers and target those who purchased a specific item.

Scenarios (Scoring only)

To include contacts concerned by a marketing automation scenario that is active or completed. In advanced mode, You can filter with the result: success, failure, abandon, neutral. When sending a message, you could adapt the content depending on the result for the targeted contact. For example, a contact who confirms the renewal of his membership (success) would not receive the same message as another contact who would not (failure).

Score (Persona only)

To include contacts depending on their scoring . The calculation and presentation of the scoring depend on the way it was configured in the project.

SMS (Scoring only)

To include contacts that receive an SMS or those who did not because of a delivery error. In advanced mode, you can add more specific filters such as clicks or elements from the content of an SMS.

Surveys (Scoring only)

To include contacts who started answering to a survey or completed it. In advanced mode, you can select contacts depending on their progression in the survey or on the answer to a specific question.

Web Push Notifications (Scoring only)

To include contacts who received or opened a web push notification. For example, you could use the web push sent from your website.

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