Target Group Source Nodes

The Target Group node will display an empty placeholder node. A target group can be created from multiple sources such as an existing Target Group or create a new Target Group etc. You can drag and drop one of the ‘Target group source’ nodes onto the grey-colored ‘Add Target group’ placeholder node. After selecting this node, you can configure Target Group from the right-side panel.

Existing TG

This node allows you to use an already created target group in the deployment.

You can use the search option and channels to filter the previously created target group. On selecting the target group, click Save and proceed. The right-side panel will display additional options for the selected Target Group. You can:

• view the headers of the selected Target Group.
• view the encrypted headers of the Target Group.
• view the mandatory headers of the selected Target Group.

It will also display the complete target group count with valid and error counts that are excluded from the target group. You can also download the valid target group.

File

This node allows you to import a new target from a text file.

Follow these steps to import a new target group from a text file:

1. In the deployment creator screen, after adding the File node onto the Target Group placeholder node, click + Add.

2. Enter details for the following fields:

• Target Group Name: Enter a name for the target group.
• Supported Channels: Select the required channels that you want to use this target group. For example, if you select SMS, then the target group can only be used for SMS deployment and MSISDN should be present in the imported text file.
• Description : Enter a description for the target group.
• Browse: Click Browse and select the text file.
• Skip the particular record: Select this option to skip the record that has an issue.
• Skip the remaining file once the threshold is reached: Select this option and enter a threshold to skip the file once the threshold is reached. You can enter the threshold value in absolute records or in the percentage of the records in the file.

3. Click Save and Proceed. The right-side panel will display additional options for the imported Target Group.
4. (Optonal) Click Headers Encryption. The headers from the target group are displayed. You can enable or disable the encryption of the headers as required. The PII data headers like EMAIL, MSISDN, and CUSTOMERID are encrypted by default.
5. (Optonal) Click Headers Validation. This feature is applicable for Promotions for TGs whose source is either ‘File’ or ‘SFTP’. In the example screenshot below, the mandatory channel for Email channel is ‘Email’. Therefore, ‘EMAIL’ header is automatically marked as ‘mandatory’. In addition to the default-mandatory header, you can specify any other headers within the file as ‘mandatory’.

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If a contact record within the TG file(s) has values unspecified for these mandatory TG headers, then that contact record will be rejected. Contact records which fail the mandatory header validation will be available to be downloaded as ‘Errors’ for further investigation.

6. Click Save to save the node configuration.

SFTP

This node allows you to import a new target from an SFTP location.

Follow these steps to import a new target group from an SFTP location:

1. In the deployment creator screen, after adding the SFTP node onto the Target Group placeholder node, click +Add.

2. Enter details for the following fields:

• Target Group Name: Enter a name for the target group.
• Supported Channels: Select the required channels that you want to use this target group. For example, if you select SMS, then the target group can only be used for SMS deployment and MSISDN should be present in the imported text file.
• Description: Enter a description for the target group.
• SFTP Server: Select the SFTP Server from the dropdown.
• Select File (.txtonly) : Enter the file path. If there is a possibility that the file name would be appended with numbers, date format etc, please add "" at the end of the file name. For example, File_name__.txt picks up File_name_01012015.txt as well as File_name_02022015.txt if both are present in the SFTP folder. You can add a date format expression such as $(ddMMyyyy).txt to only pick up files with today’s date. For example, File_name$(ddMMyyyy).txt. The filename is case-sensitive.
• Target Group Type: Select the target group type as Static.
• Skip the particular record: Select this option to Ignore invalid contacts and continue loading the file.
• Skip the remaining file once the threshold is reached: Select this option and enter a threshold to skip the file once the threshold is reached. You can enter the Threshold Value in absolute records or in the percentage of the records in the file.

The below options are applicable if the target group type is selected as Dynamic.

• Select Sample File: Click Browse and select a sample file.

• Remote Updates: Select Allow if you want to allow remote updates.

• File Processing: If the file is processed, you can configure options to rename and move the processed files to another location.

• Rename Once Processed: Select this option if you want to rename the files but do not want to move the files to another location.

• Move to Processed folder once processed: Select this option to move the processed files to another location and configure the location.

• Send TG file(s) to another destination: Select the checkbox and configure the destination server and location.

  • Destination Server: Select the destination server from the drop-down.
  • Destination Folder: Select the destination folder.

• Rename: To rename a file, select the checkbox and enter the file name pattern.

• Append/Overwrite Inclusion/Exclusion Lists : This option is displayed only when you add an Inclusion or Exclusion list using the SFTP option for an instant deployment. Select the checkbox to append or overwrite the Inclusion or Exclusion list. You can also configure the applicable days and time

Segment Builder

This node allows you to create a new target from a datastore or profile or campaign data.

The steps to create a Segment from a Node and creating a Segment from Profile > Segment are the same.

Follow these steps to create a new target group from Segment Builder:

1. In the deployment creator screen, after adding the Segment Buildernode onto the Target Group placeholder node, click +Add.
2. Enter a name and description of the segment. Click Next.

Refer Create New Segment section for next steps.