How to target emails to participants

When you send out emails to your participants, you can use specific metadata in the participants' profiles to identify and target those participants.

These metadata, once populated with values, will allow you to set-up targeting based on the metadata and their associated values, to one or more groups of participants.

Note: The only metadata that can be specifically created for targeting emails are "mailertarget1", "mailertarget2", "mailertarget3". The existing "position" or "company" metadata can also be used.

Examples of targeting emails:

if you wanted to send out three different emails to three different groups of participants, you have two different approaches that can work:

You could create 3 metadata and use 1 value:

1. Create the three metadata "mailertarget1", "mailertarget2", "mailertarget3", by going to Settings > Metadata > User using the metadata manager.
   Important: The "mailertarget" fields must be created as "Text" fields.
   
   
2. Enter the value "TRUE" in the "mailertarget1" field of all the participants' profiles that would belong to this first group. Then do the same in the "mailertarget2" and "mailertarget3" fields for all the participants that would belong to these second and third groups.
   
   
3. Send the email by selecting the email template, selecting send "to targeted participants". From the targeting drop-down menu, write the name of the metadata field used for targeting ("mailertarget1", for example) and then the value that is written in that field ("TRUE").

OR you could create 1 metadata and use 3 values:

1. Create the metadata "mailertarget1" in the user profile in the metadata, by going to Settings > Metadata > User, using the metadata manager.
   Important: The "mailertarget" field must be created as a "Text" field.
   
   
2. Enter the value "group1" in the "mailertarget1" field of all the participants that would belong to this first group. Then enter the value "group2" and "group3" in the "mailertarget2" and "mailertarget3" field of all the participants that would belong to the second and third groups.
   
   
3. Send the email by selecting the email template, selecting send "to targeted participants". From the targeting drop-down menu, write the name of the metadata field used for targeting ("mailertarget1" here) and then enter "group1", "group2" or "group3" to choose which group to send the email to.

Note: There is no limit to the number of values you can use for a single metadata.