Targeting Options Overview

OVERVIEW

Correctly defining target audiences for messages sent via SnapComms is key to ensuring employee engagement and overall success of your communication strategy. SnapComms offers a wide range of targeting methods to ensure you reach the right people.
 

TARGETING OPTIONS

SnapComms offers six types of targeting for all message types:

1. Whole Organization

2. Attributes

3. Groups and Users 

4. Target Sets

5. Just send to me

6. Advanced Targeting

   1. Users only (includes Machine Based Targeting)

   2. Groups only

   3. Groups and Users

   4. Organizational Units

   5. Target Sets

The options are mutually exclusive, meaning only one can be used at a time. If you choose Groups only, for example, and wish to target specific Users as well, you will need to use Groups and Users instead.

The initial view after clicking on Targets allows the Content Creator to easily select from our most popular Targeting types.

The number of unique Users and Machines targeted by any of the Targeting types above will be displayed next to the Apply button.

To access other options, click the Use advanced targeting switch.

WHOLE ORGANIZATION

This option enables you to target everyone in your organization that has the SnapComms App installed.
 

ATTRIBUTES

Please refer to the Attribute Targeting article. 
 

GROUPS AND USERS

Please refer to the Groups and Users Targeting article. 
 

TARGET SETS

This option allows you to select one or more Target Sets previously created in Target Sets under Advanced Targeting.
 

JUST SEND TO ME

This option is perfect for testing your content. Select this to have the message delivered to you. The message will display only on your PC/Mobile device. Make sure your SnapComms Administrator email matches the email in the SnapComms App. 

ADVANCED TARGETING

Users only (includes Machine Based Targeting)

This option is accessed via Use advanced targeting and targets individual users or machines only. (Machine Based Targeting is an additional licensed feature)



Use the search bar to locate specific users or machines or click the filter icon to use filtering. Select the user(s) you wish to target by placing a tick next to them. The added users will become highlighted and a list of your added users will appear to the right hand side of your user list.

Note: Users and Machines are differentiated by the icon next to each item.
represents a user
represents a machine
 

Once satisfied with your selection, click the Save button.
 

Groups only

This option is available through the simplified view and also the Use advanced targeting switch.

Group targeting allows the targeting of groups of users or machines only. Use the search bar to locate specific groups or click the filter icon to use filtering. Select the group(s) you wish to target by placing a tick next to them. The added groups will become highlighted and a list of your added groups will appear to the right hand side of your group list.

Once satisfied with your selection, click the Save button.
 

Groups and Users

This option targets specific group and user combinations to fine tune your target set.



Select Groups
Use the search bar to locate specific Groups or Users and click the filter icon to use filtering.
Select the groups you wish to target by placing a tick next to them under the green tick column.
Select the groups you wish to omit by placing a tick next to them under the red cross column.

Select Users
Select the users you specifically wish to target by placing a tick next to them under the green tick column.
Select the users you specifically wish to omit by placing a tick next to them under the red cross column.

A summary of the added/omitted groups and the specifically added/omitted users will appear to the right hand side of your group and user list.

Once satisfied with your selection, click the Save button.
 

Organizational Units

This option targets Organizational Units (OU's) that have been created within your Active Directory. Note that Organizational Unit targeting is a licensed feature; please contact SnapComms to arrange licensing.



Organizational Unit targeting allows targeting of users, machines or groups via the way they are grouped within Organizational Units in Active Directory. Select the Organizational Unit(s) (OU's) you wish to target by placing a tick next to the OU. 

The video below shows the behavior when selecting an organizational unit from nested OUs.

Once satisfied with your selection, click the Save button.
 

Target Sets

Saving Target Sets

Once you have selected the users you wish to target via any of the targeting options (for example Groups only), you can save this Target Set by clicking Save Target Set on the right of the main targeting options.



Now you can choose a name, in this example 'Target Set One', and click Save to store your selection.
Note: You can also overwrite an existing template by choosing Select Template to replace.

Loading Target Sets

To load a Target Set, click the Load button on the immediate right of the main targeting options.



Now you can select a target set created previously and click OK to load it.
Note: If your Target Set was created on the 'Groups only' page, for example, upon loading the template you will be taken to the Groups only page.

Managing Target Sets

To rename or delete an existing Target Set, click Manage Target Sets on the right of the main targeting options.



In this screen click Edit or Delete to modify the entries.

Sharing Target Sets

Target sets may be shared with other administrators in the organization during save and manage operations.



In this screen select Whole organization.

In this screen select the desired sharing option using the Target Set Sharing dropdown.