Targeting: Tips and Tricks
This article will cover:
- Targeting: A general overview
- Basic Targeting Example
- Advanced Targeting Example
- Targeting Limits
Targeting: A general overview
The targeting screen is generally the same for rewards, challenges, groups, Channels
The first option in the Include Members area is Everyone. When selected, everyone in your hub will be included in the Group. This is useful for the cases when you want to include every advocate except a few people or a specific group of people added through the exclusion rule. Remember that exclusion rules always take precedence over inclusion rules.
For Group targeting, if you would like to only include manually added users in the group, you can target this Group to no one. To do this, you will have to select "Everyone" in the Exclude advocates area. The number of your manually added users will appear on the first half of the page under Manually Added area:
To remove the Everyone Exclusion rule, you can click on the 'X' next to the rule and this will reset the targeting to exclude "No One".
If you would like advocates who match specific criteria to see (or be excluded from) the Group, choose the criteria from the dropdown button. You will also note the option to include (and exclude) members who
Differences between All and Any
Please view this beautifully made InfluiTip video to explain the difference between using the "Any" or "All" switch - InfluiTip #12: Targeting Limits. Note that the Targeting UI is now different from the video since we've made improvements to the old Targeting UI. But not to worry, the general idea is still the same. To add a new line of rule in the new Targeting UI, click on the Add rule button. To delete a rule, click on the 'X' next to the rule that you'd like to remove.
Criteria for inclusion falls into these groups:
- Individuals: Specific advocates (you can search by typing their Name, Email address, or Title).
- Group: The advocate is a member of a specific group in the Hub.
- Advocate Info: Criteria based on information about the advocate (e.g. Industry, Region, Title, etc.).
Behaviour: How the advocate behaves in your hub (e.g. Engaged, Not Engaged, completed specific challenges, earned badges, etc.).
- Response: Includes/Excludes advocates based on their response to a question from a specific challenge. You can choose to segment an exact response or a response which contains a certain word
A template for this is available in the Challenge Template library. Finding out an advocates location is great
You can target something to a location in that item's targeting settings, as seen below.
completes the ' Whereare you located?' challenge and answers 'Canada'.
- Advocate is placed in the Canada group (by targeting the group to the response Canada). Everyone who answers Canada will now be in this group.
- A reward for an Amazon gift card in Canadian currency is available. This reward is targeted
topeople in the Canada group. Now people in the Canada group will see this reward, and it will be hidden from everyone else .
If you want to really get to know your advocates and customize the hub experience for them, you can create a survey challenge asking advocates several questions that will help you segment them. You can then add advocates into groups based on their answers, and make those groups available to challenges that relate. Below is an example of what this can look like.
Examples of groups you can make based off of this:
- Location (groups based on your customers' location)
- Happy/Unhappy Customers (NPS score over or below a certain number)
- Product Proficiency Levels
- Interests (what your advocates want to see)
Why did we set these limits?
What does that mean?
- Create Group 1 and include those who completed the first 5 starter challenges.
- Then create Group 2 and include those who completed the last 5 challenges.
- Once done, target the Challenge to the members who are members of both (select All) Group 1 and Group 2. This way, it will include everyone who completed the 10 starter challenges.