Targeting Estimator

Set up a targeting strategy in the list tab by using the targeting estimator to:

Tip: targeting tab settings can be saved as targeting estimators by adding a title and pressing the save targeting criteria as button.

Applying targeting criteria

Note: the targeting estimator creation uses a similar interface to the targeting options within the send tab. For a detailed breakdown of the process, use the hyperlinks provided.
  1. On the list tab, open the targeting estimators menu and press the + new targeting estimator button.

  2. Rename the estimator by pressing the edit (pencil) icon next to the title and entering an identifiable name.

  3. To include all recipients, regardless of status, check the include all recipient statuses checkbox. By default, the targeting estimator will only count those recipients with a recipient status of normal.

    Note: mailings are only sent to recipients with a status of normal.
  4. Select a brand from the dropdown menu.

  5. Add an available list.

  6. Add attribute targeting to refine based on recipient characteristics in your database, e.g. location.

  7. Add behavioral targeting to refine based on a recipient's previous activity, e.g. clicked a link in a mailing.

  8. Apply a mailing size limit to refine based on sending a fixed volume of mailings.

  9. Add suppression criteria to exclude recipients based on lists, policies, etc.

  10. Press the apply changes and estimate button to generate an estimated list count.

  11. Press the save and close button to save your targeting estimator.

Saved targeting estimators appear on the top of the targeting tab within a mailing, allowing you to quickly add a target to your mailing.

To select a saved targeting estimator, expand the drop-down menu labeled saved targeting criteria and select your targeting estimator.