Message targeting is an important feature that lets you develop and execute effective communication strategies. You can use a powerful list of filters to zero in on who the message will be sent to with options like purchase data, poll results and opt-in source.

Knowing what targeting options are available for your messages is a key step in mastering your messaging campaigns.

How does message filtering work?

Targeting filters can be added in outbound messaging features like one-time notifications or custom flows. They allow you to specify a segment of your subscribers that the message will reach.

A filter is made up of two parts:

  1. The targeting block
  2. The targeting option

Here's a rundown of how these components work:

The targeting block

A targeting block gathers one or more filters together under one of two conditions:

  • All: users will receive the message if they meet every requirement in this block.
  • Any: users will receive the message if they meet at least one requirement in this block. 

By default, your initial targeting condition will be set to All but can be set to Any (at least one) instead:

You can even add new targeting blocks inside of your main one with the "Any block" option allowing your filters to be as detailed as you'd like them to be.

Your targeting options

Inside of the each block is a drop-down menu that lets you select specific filters. 

Your filtering options exist in the following categories:

  • Any block
  • Profile info
  • Collected data
  • Purchase data
  • Opt-ins
  • Poll answers
  • Lists

"Any block" will create a new targeting block with the Any condition.

Gender comes from user profile data and collected data comes from the questions feature. You'll be able to target users based on whether you've collected an email or phone number from them. 

Purchase data 

Purchase data options allow you to target users based on the number and date of their orders. This includes: 

  • Number of orders
  • Time of newest order
  • Time of oldest order

This is how purchase data would be used to send a message to customers that haven't place an order in a month or more: 

Multiple purchase data options can be combined for more specific targeting. As an example, the following settings could be used to send a message to new customers that placed orders in a recent flash sale. 

Opt-ins

The opt-in source option lets you target your message based on where subscribers opted in from. 

You can choose any Octane AI opt-in tool, or other sources. One use-case for this setting would be to send a discount code to subscribers that opted in without one. 

The "Other source" option is for subscribers that opted in outside of an opt-in tool, such as by directly messaging your Facebook page. 

Note: opt-in source data is only available beginning from March 12, 2020. 

Poll answers

This targeting filter allows you to send a message based on specific answers given by users that have received questions from your bot. The article on questions has information on how the feature can be used to customize the information you collect. 

Lists

The list option allows your message to target users based on if and when they joined a specific list. Multiple lists can be included in your filter settings, which is especially useful for sending a message to users across multiple lists using the Any condition. 

Custom lists are a Pro and Enterprise feature that can be combined with a message's targeting options to create completely custom ways to specify your audience. 

Tip: you can save a set of targeting filters in a custom list. Later, when you want to use those filters, you can just select the list instead of building the filters each time. 

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