Targets allow you to group your loyalty members based on different filters and specifications. They can then be applied to your promotions, punch cards and communication campaigns and allow you to personnalize them for a specific audience!
Clarification:
Targets are only available on our DC PRO package. If you wish to use this feature but it is not visible in the DataCandy Backoffice, please reach out to your DataCandy contact to upgrade your solution.
Target Types
Member profiles - This is the one you will most commonly use!
Member associations
Conditions
The filters allows you to choose members based on any number of criteria: age, location, gender, merchants visited, items purchased etc. You can also add and combine conditions to further narrow down your results.
Add a New Target List
Navigate to Offers/Targets/Add
Select Member Profile.
Enter a Target Name, something meaningful to you.
Enter an External Reference if desired.
Select the Refresh type:
Locked: The target list is locked; members cannot be added once it has been created.
Manual: The target list is dynamic and can be manually updated with members that meet the selection criteria later.
Daily: The target list is dynamic and is automatically refreshed daily, overnight. There is a limit of 5 targets that you can use this option on. Make them count!
Select wether you wish to make them available for email communications through our Cakemail integration (if applicable), or not.
If Yes is selected, the target list will become available in Cakemail the next day, as a segment unde the DataCandy - All Contacts list.
Add your Conditions by using the drop down menu provided.
Select the desired Field.
Set the Function (if applicable).
Select an Operator.
Enter a Value.
Click Calculate Results. The number of members that meet this criteria is displayed at the top of the screen as “number of results for this target.”
Click Add Condition to narrow down your results. Every conditon that is added will be an added as a required condition to be part of the target.
Repeat steps 7 and 8 for any additional conditions.
To delete a condition, select the appropriate line and click Delete.
When you are satisfied with the selected audience, click Save. Your list of members will be displayed as Target Details.
Caution:
Once the target is saved, you can no longer edit its conditions or filters.
You cannot delete a target - if you wish to do so, please reach out to your DataCandy contact.
Useful tips:
You can use the percentage sign (%) to add partial values to your condition. For example, for a geographical location, you may enter the partial postal code or ZIP code followed by the "%" sign; it will pull all eligible members that have a that information in their profile.
If the member count in your target seems a bit low, try editing or removing some conditions to cast a wider net! Remember, your results are also dependant on wether the information is available in your member's profile or not.
Clarification:
A Cakemail subscription is required to benefit from the integration. To learn more about Cakemail and the functionalities available through the integration, please reach out to your DataCandy contact.
View, Update or Export an Existing Target
Navigate to Offers / Targets / Search.
All existing targets are displayed.
To manually update a target, select it and click Refresh.
Only Manual and Daily refresh type targets can be manually updated.
Member association targets, always shown as locked, are automatically updated. You cannot manually update them.
To see the target content, select it and click Details.
To export the member list of a specific target, once in the Details page, click on the Export button at the top right corner of the target details section. For lists containing more than 50,000 lines, only CSV is available.
To export the general list of targets, once in the Search page, click Export on the top right of the list and select the desired format. For lists containing more than 50,000 lines, only CSV is available.
Got questions or need a hand? Just pop into the chat to talk to our team, or shoot us an email at [email protected]—we’re here to help!