Creating Target Groups

You create Target Groups in Content Manager Explorer. When you add a Target Group, you specify the Customer Characteristics and/or Tracking Key values you have obtained. In addition, you can include Target Groups in another Target Group.

Before you begin

To create a Target Group, you must have Customer Management rights within the Publication in which you are creating a Target Group.

About this task

For example, assume that a site features software reviews. You would like to show visitors that have indicated that they have interest in Graphic Design software a summary of new Mac OS graphic design products when they access your Review page. To do so, you can create a Target Group with the following definition:

Customer Characteristics
  • Profession = Graphic Designer
  • Operating System = Mac OS

You base these characteristics on information that you have obtained directly from your visitors through a Web form.

Tracking Keys
  • Graphics and Publishing > 5
  • Mac OS > 5

In this case, you have created a Target Group that applies to Graphic Designers that work on Mac operating systems, and that have accessed Graphics and Publishing articles and Mac OS articles more than five times.

When you add a Target Group, you create a Target Group definition that identifies:

  • Customer Characteristics
  • Tracking Keys
  • Target Group

To create a Target Group, do the following:

Procedure

  1. In Content Manager Explorer, navigate to the Publication and Folder in which you want to create a Target Group.
  2. On the toolbar, click the Add Target Group button. A New Target Group window appears.
  3. On the General tab, fill in the following fields:
    Name
    the name of the Target Group used in SDL Tridion
    Description
    a description of the Target Group
  4. On the Definition tab, you can add Characteristics, Tracking Keys, and Target Groups:
    • To add a Characteristic, click the Characteristics subtab, type a value in the first field, select an operator, and type an operand. Click Include or Exclude. (See also Defining Customer Characteristics.)
    • To add a Tracking Key, click the Tracking Keys subtab, select a Category, select a Keyword, select an operator, and type a value. Click Include or Exclude. (See also Defining Tracking Keys.)
    • To add a Target Group, click the Target Group subtab and select a previously created Target Group.
  5. Click the Save and Close button on the toolbar.

Results

You have created a Target Group. To apply these Target Group conditions to Pages, you must associate applicable Component Presentations on a Page with this Target Group.