Using Data from a Relational Table to Target Contacts

You can target contacts based on data from a relational table. Firstly, you must segment your audience by creating a group. Secondly, when you are ready to send a message, you will use the group to define your recipients.

Step 1: Create a Group 

Start by creating a group. In this group, use a Relational data criterion:In this example, the table used is Transaction, which is generated automatically when you activate the E-commerce module. Here, we include contacts who purchased a product in the last 2 months.

Step 2: Target the Group

When you will send a message, you can select the group created to target contacts included in this group (e.g., contacts who made a purchase in the last 2 months). To learn how, see the article on targeting.