Target Groups

The target group creates statistical information about who will buy the product to be marketed and for what purpose. In order to market and sell each product and service within the supply-demand balance, a target group must be determined. While determining the target groups, it is necessary to consider who will buy the product or service to be sold in the target market and for what reason.

A general target group can be created by using filters such as gender, age, education, position, place of residence. After the general target group is determined on Workcube, this target group can be customized later with various parameters and filters.

Campaign Object allows to define the target group for the created campaign and to communicate with the target group.

Target Groups List

Route: Marketing > Target Group

On the Target Groups page, a list of previously registered Target Groups in the system is displayed.

Target groups on the page; number, target group name, Saved By, date, and status. You can reach the target group detail page with the icon at the end of the line. Click the “+” icon to add a Target Group.

Creating Target Group

To Add a New Target Group: Click the "+" sign at the end of the dark line on the Target Groups page or at the end of the campaign detail page. The “Add Target Group” page will appear on the screen.

Subject: Indicates the name of the target group. A title must be written for each target group.

Process: From this area, you can take your target group to stages such as preparation/publication and follow them.

Previous Target Groups: From this field, you can select the target group you have created before. If you make a selection, the selections of the target group you have chosen will appear directly on the screen.

On the Target Group page; Under the subject and process fields, there are Account and Contact Criteria fields;

Defining the Target Group Among Accounts;

If Accounts are to be included in the Target Group, the "Account Criteria" box must be selected. Then, with the help of the fields listed below, you can make choices about the target group. For Example; I would like to add accounts whose customer value is A+, Mr. and Ms., Buyer, and Dealer to my target group;

• You can define a target group among accounts based on membership status (potential member / current member / active member / passive member, buyer, dealer).
• With the help of location fields, you can create a target group according to the address information of the Account.
• You can define a target group among Accounts according to the sector in which the member company is located.
• You can define a target group among Accounts according to the number of employees of the member company.
• You can define the target group in many areas by category of members, by roles, by department, by gender, etc. 
• You can also filter according to the Special Code field in the Account detail.

Definition of Target Group Among Contacts;

If Contacts are to be included in the Target Group, the "Contact Criteria" box must be selected. Then, with the help of the fields listed below, you can make choices about the target group.

For Example; I would like to add customers with a customer value of A+, men, and women, high-income customers who are interested in mountaineering to my target group;

You can define a target group among contacts according to their membership status (potential member / current member).

You can define a target group by filtering in areas such as sales region, address, and hobbies.

Target Group Post List

You can access the Target Group Post List from the target group detail you have created, or you can see the post list by clicking on the "Target Group Name" on the listing screen.

Contacts and/or accounts within the predefined target group are listed on the page. In this way, it allows us to see the missing definitions. These missing definitions are completed from the member details by checking the list.

Members on the page are listed with; number, name-last name, Duty/Position, department, company, address, etc.

With the help of the icons on the top right of the page, you can save the member list as excel, word, pdf, send an e-mail or print it.

Details on the Page;

No: Shows the member registration number.

Name-Last Name: Displays the name and last name of the contact or account official. When you click on it, it displays the personal position and contact information.

Duty/Position: Shows the Duty/Position of the person on the list.

Department: Shows the department/branch office to which the person in the list is affiliated.

Company: Shows the company name. When clicked on it, it displays the general and contact information of the company.

Address: Shows the address in the employee's information in the member detail.

E-Mail: Shows the e-mail address of the employee in the member detail.

Phone: The phone information of the employee in the member detail is displayed.

Printing Labels for Target Group Member List

It is possible to print the information of all members on the Target Group Member List page as labels. To do this, click on the marked icon at the top left of the page. Search by selecting labels.

On the page that comes up, the members in the list manager and their contact information are listed in groups.

Warning: Label templates displayed in this area are defined by authorized users on the Dashboard > System > General Settings > Label Print Template page.

The system rearranges the order of member information on the label page based on your label selection.

Click the “Print” icon at the top right of the page to print the label template on paper.