In this article we will provide an overview of where targeting can be used in your workspace, and how top configure it.
For more practical examples of how targeting can be used, with precise use cases and best practices, please refer to the Uses for targeting and best practices article.
Where can I use targeting in my workspace?
Targeting can be used for a variety of functionalities on the SpotMe platform.
Follow the below links to learn more about the types of content that targeting can be applied to:
- Feed targeting
- Email targeting
- Poll notifications targeting
- Custom user lists
- Custom session lists
- App menu item targeting
- Notifications targeting
How to configure targeting
There are four types of targeting conditions or rules that can be used when configuring targeting:
- Single individual condition.
- Multiple individual conditions (meet conditions A or B).
- Multiple combined conditions (meet conditions A and B).
- Exclusion conditions.
Targeting configurations can also be imported via an Excel document.
Applying a single individual condition to a rule
- Go to the content that you wish to target in the workspace, and find the targeting fields:
- Where it says This item will be visible to app user matching any of, you can configure who will be able to see this content. Click on the Settings icon to open up the targeting menu:
- Where it says Add a condition to match, in the dropdown list, select the field from the user profile information that you would like to use for targeting (for example Country), and click on Add.
- Next, enter the user information contained in the field that you'd wish to target.
Here, we have selected Country (as the user profile field, or metadata), and we have entered France as the user information contained in that field that we will be targeting:
- Click on OK to save the targeting. It will appear in Backstage as follows:
Applying multiple individual conditions to a rule (meet conditions A or B)
You can configure targeting to include multiple separate conditions in a rule. This is done by opening the rule, then clicking the + icon, and repeating the above steps to add a condition to the rule.
Here for example, we are targeting any user who is from the countries France, OR Spain, OR any user who's position is Sales representative.
Applying multiple combined conditions to a rule (meet conditions A and B)
You can also configure targeting to include multiple accumulated conditions.
This is done by adding multiple conditions together within the same targeting block. To do so, in the same rule, click on Add condition, and add the condition.
Here for example, we are targeting any user whose position is Sales, AND who is from the country France, AND who works for SpotMe.
Applying exclusion conditions to a rule
The above method can be applied in the same way to the invisibility targets.
Where it says Invisible to everyone else, select the settings icon and use the same approach here to target the users so that they will not be able to see this content.
Here for example, we have set up targeting so that it will be visible to users who are from the countries France OR Spain, OR who's position is Sales representative, however if the user's company is SpotMe, they will not be able to see this content.
Importing targeting configurations with Excel
Targeting can also be configured by importing a configuration from an Excel spreadsheet into Backstage.
How does this work?
Here, to explain how this works, we will work on the below scenario.
For this example, we have a group of 9 users:
- 1 Head of product.
- 4 sales persons.
- 3 project/product managers.
The users seen in Backstage are as follows:
We have created a metadata in the Users module that we will use to split these users into two groups. The metadata is called "Training 1", and now appears in the user's profile as a field where we can add data to.
We have added the data "sales" to the created metadata field for the user profiles of the four sales persons, and we have added the value "product" to this field for the three product persons.
We have also added the value "head" for the user who is head of product, and who will be excluded from these two sessions.
The added metadata (and the data it contains) therefore differentiates the sales people from the product people, and identifies the head of product, as seen below in the export of workspace users, in column K:
During one afternoon, from 2 pm to 5 pm, we want to split the group into two sessions:
- One session, "Empowering your sales team" is focused on sales, and we want to invite the 4 sales people to it.
- The other session, "Product and project management" is focused on product, and we want to invite the 3 product people to it.
We also want to exclude the the Head of product from both of these sessions.
In this spreadsheet representing the workspace agenda exported from the sessions module, you can see on lines 7 and 8 the two sessions described above:
Here, in column E, the configuration shows:
- That the target set up for the session Empowering your sales, will make the session only visible to all users who have the data sales, in the field Training 1, in their user profile.
- That the target set up for the session Product and project management, will make the session only visible to all users who have the data product, in the field Training 1, in their user profile.
- In column F, the configuration shows that any user with the position Head of product, in their user profile, will be excluded and will not be able to see or register to these two sessions.
Adding targeting conditions to the spreadsheet
Additional target conditions can easily be set up in the spreadsheet for a given metadata field.
- To add a second condition to the Training 1 user information field, we could add a column with the header targets.1.Training_1 here to the right of column E.
- We could also add a third, or fourth condition to the same metadata, using columns with headers targets.2.Training_1, and targets.3.Training_1, etc.
- Columns can also be added for other metadata, by creating columns that include the additional metadata: for example, here to apply a condition to the "country" user information, we'd add a column with the header targets.0.Country, then targets.1.Country for an additional condition, etc.
Tips for configuring targeting using Excel
We recommend that you configure some basic targeting in Backstage manually, on the content you wish to target, before exporting the spreadsheet for the content (like above for sessions).
Once you have exported the spreadsheet you can update it following the guidelines explained above in this section.
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