Filtering Email targets

You can use the Marketing Email Target window to filter targets for a marketing email. Email targets are automatically retrieved from campaign targets, excluding targets with email opt out or no response.

  1. Expand the Marketing Emails related section from the Campaign details page.
  2. Click Subject, Insert or Edit to view the Marketing Emails window.
  3. Click Filter.
  4. Add a criteria for the query in the window to select a subject of targets.
    1. Select the operator in the next field. The possible options are:
      • Like: Can be contains, starting with, or ending with depending on value specified in the next third box field.
        Note: If you select this option, you can:
        • Specify an asterisk (*) at the beginning of the text in the next field to specify the ending text.
        • Specify an asterisk (*) at the end of the text in the next field to specify the beginning text.
      • =: equal to
      • >: greater than
      • <: less than
      • <>: not equal to
    2. Select an item from the list or specify the text to be used for filtering, in the third next field.
    3. Click Add.
      Note: Additional criteria can be joined by AND or OR, based on the requirement to submit the query.
    4. Select the filter statement and click Remove to remove the filter criteria.
    On this page, you can use these buttons:
    • OK to add the email targets from the Results grid.
    • Cancel to close the Marketing Email Target window.
    • Clear to clear out all the filter fields.
    • Refresh to perform the search based on the criteria selected. If search results are found, the records are displayed on the Results grid.
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