The Target Screen

The Target Screen

How to Use Segments for Exporting Records
Segmentation in CONNECT provides the ability to create any slice of data you wish using the data you have provided.  Sometimes you might want to export ...
Thu, 19 Jan, 2017 at 2:46 PM
How to Add an Additional Person
There are situations where you might need to add one more person to your DataMart, either a customer or maybe you have a new team member you would like to a...
Thu, 19 Jan, 2017 at 2:57 PM
How to Upload Records as Stakeholders, Test Accounts and Seeds
Throughout CONNECT, you will see references to three different records types: Stakeholders, Test Accounts and Seeds.  In this article, the process for u...
Thu, 19 Jan, 2017 at 3:10 PM
How to Target Contacts using Email Behaviour Segmentation
Target inactive contacts to send a reactivation campaign and increase email program participation or target contacts who did or did not perform the required...
Mon, 15 Jan, 2018 at 12:34 PM
Segmentation Operators by Field type
When creating segments in UMPIRE, different operators will appear and will allow you to manipulate the different kinds of data differently.  These opera...
Tue, 24 Jan, 2017 at 10:37 AM
Create a Data Extension
Data Extensions are a great way to expand on your customer profiles by adding in additional data that links to one of the datamart fields. This can be used ...
Mon, 19 Mar, 2018 at 1:48 PM
Managing your Data Extensions
The Data Extension tab in the Target screen provides multiple options for managing your Data Extensions including options to add/update more records or dele...
Mon, 19 Mar, 2018 at 1:46 PM
How to export a segment
Using segments is not only a great way to target specific groups of contacts but it's also a great way to retrieve data from CONNECT for use outside of...
Thu, 17 May, 2018 at 4:58 PM
How to set up a FTP Import
FTP Imports provide a simple solution to automating your data imports. This can be effective for pushing data from your CRM system or another tool that coll...
Thu, 14 Jun, 2018 at 10:31 AM
How to edit a FTP Import task
Using segments is not only a great way to target specific groups of contacts but it's also a great way to retrieve data from CONNECT for use outside of...
Wed, 19 Sep, 2018 at 1:42 PM