Pinpointing the right contacts for the right campaign
ThruText allows you to build Target Lists using groups as well as recipients of past campaigns. Here's how it works:
Segments
"Segment" is GetThru's word for a portion of your universe. A segment can be either a group or recipients of a past campaign. Every targeting group begins with a Base Segment, which you can add or subtract from.
Targeting to Groups
Targeting groups is straightforward. The default source type is group. You'll simply select a group use the drop-down menu to select one of your uploaded groups as your Base Segment.
Targeting Past Campaigns
When targeting the recipients of past campaigns, first, change the Source to "campaign" and then select a past campaign using the drop-down menu that you would like to target. Then, you have the opportunity to filter recipients in two ways:
1. You can filter based on reply status -- meaning whether or not the contact responded to the initial message in a previous campaign.
"Any reply status" and "No reply" will include all contacts that meet those conditions, whether or not a contact was sent an initial message in that targeted campaign.
2. You can filter based on how the contact responded to survey questions. This option is only available if survey questions were added to that campaign; if no survey questions were added, there will be no "Add Filter" option.
To see the survey options, you'll select "Add Filter" option:
- "Any response" means filter to contacts who had a response to the survey (regardless of what it was).
- "No response" means filter to contacts who did not have data input on this survey.
- Selecting a specific response means filtering to contacts who had a particular answer to a survey question recorded.
"No Filter" and "No Response" will include all contacts that meet those conditions, whether or not a contact was sent an initial message in that targeted campaign.
This means that for a contact to be targeted in that segment, they would need to meet both criteria. Adding multiple surveys beneath one past campaign segment represents "and" filtering. This means that for a contact to be targeted in that segment, they would need to meet both surveys' criteria.
To target contacts in one campaign that answer one survey question a certain way but to also target contacts that answered a second survey a certain way, you will need to target that past campaign twice, once for each survey question. This represents "or" filtering.
NOTE - When you use a "Past Campaign" segment, the dropdown will hide any past campaign that is more than 1 year old from view. This speeds up the loading and functionality of your list building, letting you get to texting faster. All campaigns will still be available for viewing and cloning in your account's "Campaigns" tab.
Advanced Targeting
Once you've set your base segment, you can add or remove additional segments by selecting "+Add Segment." Selecting a type of "Add" will add the contacts in the new segment to the existing Target List; selecting a type of "Remove" will remove the contacts in the new segment from the existing Target List.
NOTE - For an improved campaign launching experience, we recommend restricting targeting to under ten segments.
All Add actions are considered "AND" relationships. For example, if you start with a group that has targets A, B, and C, and you add a group that has targets D, E, and F, you will end up with a Target List of A, B, C, D, E, and F.
It's also important to note that the order of your segments matters. For example, let's say I have three groups. One has Annie, Brad, and Charles. One has Daniel, and one has Brad and Daniel.
If my base segment is A, B, C.
Then I add D
Then I remove B, D
My final group is A, C
If my base segment is A, B, C.
I remove B, D
Then I add D
The final result is A, C, D
For a walk-through of ThruText campaign targeting, please check out our How to Target Campaigns video.