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Former Member
May 30, 2014 at 07:06 PM

Using custom fields to create Target Groups?

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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.

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TargetGroups.PNG (55.7 kB)