Note: This new experience is being rolled out gradually. Depending on your account, you may still see the previous Target Groups page for a short time. Both versions work the same way for creating and running Target Groups — only the layout and where you find some options have changed.

The Target Groups page has a fresh new look. Instead of opening each Target Group one at a time to check its details, you now get a clear, at-a-glance view of all your Target Groups in a single table.

In this article, you will learn what has changed on the page and where to find the options you use most.

What's Changed

The core of how you create and use Target Groups hasn't changed — you still build them from selection criteria and run campaigns against them. What's new is how your Target Groups are displayed and how you access some of their settings.

A New Table View

Your Target Groups are now displayed in a table. This gives you a bird's-eye view of key Target Group information directly in your search results or within a specific folder — without having to open each Target Group to see its details.

Folders appear alongside your Target Groups in the table, so you can navigate your folder structure and review your Target Groups in the same view. You can also browse your full folder tree from the panel on the left.

The table shows the following details for each Target Group:

Target Group Name — the name of the Target Group. Click the column header to sort your Target Groups by name.
Group size — the number of customers in the Target Group, with the date it was last calculated shown directly beneath. If that calculation was more than 24 hours ago, you can refresh it manually to recalculate the current size. If the size shows N/A, no calculation exists for that Target Group yet.
Priority — the Target Group's priority, used to determine how customers are targeted when they qualify for more than one group. This shows Auto when priority is set automatically, or the priority number when it has been set manually.
Last Modified — the date the Target Group was last changed, along with the user who made the change.

Protip: Because group size and its last calculation date are visible right in the table, you can quickly spot Target Groups that may need a refresh before you plan your next campaign.

Refreshing Group Size

The group size and the date it was last calculated appear together in the Group size column. When that calculation is more than 24 hours old, click the refresh icon next to the group size to recalculate the current size.

Once a Target Group has been calculated, the table always shows its most recent calculation — whether that came from refreshing here, from a calculation inside the Target Group builder, or from a calculation made before sending a campaign.

Searching for Target Groups

The search field now sits at the top right of the Target Groups page. Enter a Target Group or folder name to search across all your folders at once — you don't need to open a specific folder first.

As you search, the results appear in the table with a count at the top (for example, "Showing 70 results for 'day'"), and the matching text is highlighted in each result. Each result also shows the folder path where the Target Group lives, so you can see where it sits in your folder structure.

By default, search returns your active Target Groups. Turn on the Include archived toggle above the results to include archived Target Groups as well.

The Prioritize Button Has Moved

The Prioritize button now sits at the top right of the page, next to the search field. Click it to open the Prioritize Target Groups window. The window itself has not changed — it works exactly as before.

Creating a New Target Group

You can create a new Target Group from two places on the page:

The "+ New" button at the top right of the page.
A folder's actions menu — click the three vertical dots on a folder and select New Target Group to create it directly inside that folder.

Once you've started a new Target Group, you build it from selection criteria exactly as before. For a full walkthrough, see How To Create a Target Group.

A New Row Actions Menu

Each Target Group row now has an actions menu, opened by clicking the three vertical dots at the end of the row. From this menu, you can:

Edit — open the Target Group to change its selection criteria.
Duplicate — create a copy of the Target Group.
Run Campaign — create a campaign for the Target Group.
Triggered Campaigns — open the Triggered Campaigns settings.
Move — move the Target Group to a different folder.
Archive — archive the Target Group.
Delete — permanently delete the Target Group.

Folder Actions Menu

Folders have their own actions menu, opened by clicking the three vertical dots on the folder. From this menu, you can:

Rename — rename the folder.
New folder — create a new folder inside this folder.
New Target Group — create a new Target Group inside this folder.
Move — move the folder to a different location.
Archive — archive the folder.
Delete — delete the folder.

Triggered Campaigns Settings Have Moved

Previously, the Triggered Campaigns settings were located in a tab within the Target Group criteria screen. You can now access them directly from the table: click the actions menu (the three vertical dots) on the relevant Target Group row, then select Triggered Campaigns.

The settings themselves work exactly as before — only the look has been refreshed. When you open Triggered Campaigns, a window shows the defaults that apply to all triggered campaigns defined for this Target Group:

Measure increase in — select the KPI used to measure campaign performance (for example, Total Deposit Amount).
Control group % — set the Control Group percentage using the slider.

Both of these settings apply to all triggered campaigns associated with this Target Group.

Below the defaults is a table of the triggered campaigns that use this Target Group. For each one, you can see and manage:

Trigger — the name of the trigger.
Actions — the campaign actions and the percentage allocation per action.
Status — whether the trigger is Active or Inactive.
Activation — a toggle to activate or deactivate the trigger.
Edit / Delete — icons to edit or delete the triggered campaign.

You can also click Add Triggered Campaign to create a new triggered campaign using this Target Group.

Please note: Any changes you make in this window — including the defaults, the toggles, and any campaigns you add or remove — apply only after you click Save.

What Hasn't Changed

Creating and editing Target Groups works exactly as before. You still build a Target Group from selection criteria, and priority still determines how customers are targeted when they qualify for more than one group. For a full walkthrough, see How To Create a Target Group.