Using custom fields to create Target Groups?

[Former Member]

Hi Experts,

I might be missing something but I couldn't find anything in the different help guides, so if anyone saw that please help!

Do you know if it is possible to edit the available fields to search/filter Contacts, Accounts etc. when trying to add them to a Target Group?

We are currently not really using any Marketing-related features but this will be a focus for us in a few months so we are having a closer look at this area. There might be some other settings in the Admin/Project Scope etc. that I am missing and need to check and activate.

We have some custom fields integrated with our on premise SAP CRM system which are heavily used by our marketing departments for extracting Contact lists, this is why we would like to see how we could reproduce this in C4C.

Thanks a lot in advance,

JB.

[Former Member]

I'm sorry to bump this, not sure why it's marked as answered. My question still stands.

Should I create an idea if it's not an available feature?

Thank you,

JB.

[AllanDB]

Hi JB,

You should go into adaptation mode on the screen where you added the extension field and there modify the extensions field by going to the section 'further usage'. There you should be able to add the field to the enterprise search which should make it available in your screens for the target groups.

Kind regards,

Allan

[Former Member]

Hi JB,

You can go to => Marketing => Target Groups => Your Group => Members => Personalize => Start Personalization => Add => Add Contacts => here you can select the field you want to change/hide, you can also drag and drop a field to change its order on the screen => Personalize => End Personalization.

Please find attached file with only a few changes that I did on that screen.

Best Regards,
Cristiano Rosa

[Former Member]

Thanks Cristiano,

Sorry my request wasn't clear. I know how to adapt/personalize the screens via the KUT, but it doesn't seem to allow me to add custom fields created via the KUT actually.

I have a few flags (= indicator type fields) created for Contacts, but I'm not able to display them and use them as criteria for Target Groups as I can use them for normal Search Criteria.

Thanks,

JB.