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Former Member

Target Group add Contacts based on Territory

Dear Cloud Community,

If we create target groups, we can add accounts or contacts. If we choose to add contacts (which, I assume, most of us do, since you want to target people and not anonymous company mailingaddresses), I struggle to do a selection by territory.

I noticed some months ago, that a selection based on ABC classification isn't possible (I guess, thats just a fault, a missing function if I compare this with similar campaign-software). Now I really hope, that the territory isn't just another "missing basic-fundamental function".

Does any of you have an idea on this subject?

Best Regards,

Simon

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    author's profile photo Former Member
    Former Member
    Posted on Sep 07, 2016 at 03:31 PM

    Hi Simon,

    Apologies for the late response.

    Actually, the search fields in Add contacts for Target Groups is modeled based on what is available in the Contacts Advanced search.

    In the contacts Advanced search (Customer work center), only below fields are available for search. The same is being used in the Add contacts for target groups. Please check screenshot below.

    Also, for contacts without account, an ABC classification or territory based search may not make sense as it is not linked to any account.

    Anyhow, finally, if the field is available in the Contact advanced search, it will also be brought forward here.

    Regards,

    Pavithran


    Contacts OWL.PNG (62.0 kB)
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  • author's profile photo Former Member
    Former Member
    Posted on Sep 07, 2016 at 05:50 PM

    Hi Pavithran,

    Thank you so much for your answer.

    Yes, thats definetly true, what you are saying. Nevertheless, many search functions on contact level are referring on account-related information. For example the adress itself or the relationship they have (like funciton and departement), furthermore we can add customerspecific field, which are account attributes.

    Since I have crossed this topic in every implementation I made so far, I will set up something on the idea forum. And I can understand, what the customers are asking for. Lets say: They want to adress CEOs, but only those classified as A rated companies. Or all CFO, but only in a certain region and so on.

    But anyway, thank you very much for taking the time and answering in such an elaborate manner.

    Thanks,
    Simon

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    • Former Member Former Member

      Hi Mark,

      Thank you so much for joining this discussion.

      Yes, I as well thought of this workaround. Or - doing a regular person focused targetgroup, then export and creating a matchup with a customer-export with the relevant ABC data and such, to narrow down on the relevant target.

      Thanks alot!

      Simon

  • author's profile photo Former Member
    Former Member
    Posted on Sep 07, 2016 at 04:42 PM

    Hi Simon,

    Basically, you are trying to search contacts based on Account attributes and not contact attributes directly. Both of them you mentioned are Account attributes. Anyhow, you could raise it as an idea in the ideas forum for further evaluation.

    Regards,

    Pavithran

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