To configure this feature:

1. Ensure the following features are configured:

   • Configuring Campaign Manager
   • Dynamic Attributes for Accounts – Only required when using Dynamic Attributes in the Target List Builder
   • Configuring Product Metrics for Accounts – Only required when using Product Metrics in the Target List Builder
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   vcountry__v	R	All	n/a	n/a
   account__v	R	All supported object types to be targeted	All supported fields used for filtering	Read
   address__v	R	All supported object types to be targeted	All supported fields used for filtering	Read
   dynamic_attribute_query__v	R	All supported object types to be targeted	All supported fields used for filtering	Read
   product_metrics__v	R	All supported object types to be targeted	All supported fields used for filtering	Read
   tsf__v	R	All supported object types to be targeted	All supported fields used for filtering	Read

Marketing users can build, manage, and generate target lists directly from a campaign or journey. To begin building a target list:

1. Navigate to the Add Targets section of the appropriate campaign or journey.

2. Select Build. The Target List sub-tab displays with the Filters and Add Filter sections.

   

3. Select the appropriate filter. The following filters are available:

   • Common Filters – This section provides the following common filters used in Campaign Manager:
   • HCP Type – Filters based on the hcp_type_cda__v field on the account__v object
   • Level – Filters based on the level_cda__v field on the account__v object
   • Prescriber – Filters based on the prescriber_cda__v field on the account__v object
   • Primary Specialty – Filters based on the spec_1_cda__v field on the account__v object

   • Object Filters – Enables filtering on supported field on the following objects:

     Custom fields are not supported.

   • Account (account__v)
   • Address (address__v)
   • Territory Specific Fields (tsf__v)
   • Product Metrics (product_metrics__v)
   • Dynamic Attributes (dynamic_attribute_query__v)

   See Supported Field Types and Operators for a list of supported field types.

4. Enter the following information for the selected filter:

   • Operator – The list of available operators depends on the selected field. See Supported Field Types and Operators for more information.
   • Value – Enter the appropriate value or values

   

5. Select Save to add the filter to the Filters section.

   

Once the initial filter is created, marketing users can perform the following actions to create more complex and specific filters for their target list:

• Select the + AND button to add additional filtering conditions to the default filter group

  

• Select the + Add Filter Group button in the Includes section to create additional filters that evaluate as part of an OR expression with other filter groups

  

• Select the + Add Filter Group button in the Excludes section to create filters that disqualify accounts from the list of accounts that match the include filters from being added to the target list

  

An automatic Include filter for the campaign or journey’s country is added by default and cannot be removed. This filters accounts based on their vcountry__v field. Up to 25 filtering conditions are supported, in addition to the automatic Include filter.

Continue Building Target List

Marketing users can continue to adjust filters in the Target List Builder over time by accessing Target List Builder via one of the following places:

• Selecting Edit from the Continue Building Target List section from the Overview tab
• Selecting the Target List sub-tab

Target List Builder displays saved filters added by any user.

Exiting and Discarding the Target List Builder

Marketing users can discard their saved filters to start over via one of the following processes:

• Selecting Exit from the Filters section within the Target List sub-tab

  

• Selecting Discard from the Continue Building Target List section of the Overview tab

Supported Field Types and Operators

Standard fields of certain types on the following objects are available for filtering:

• Account (account__v)
• Address (address__v)
• Territory Specific Fields (tsf__v)
• Product Metric (product_metrics__v)
• Dynamic Attributes (dynamic_attribute_query__v)

Each available field type has a distinct list of supported operators when defining filter criteria:

Field Type	Filter Operators
Text – Including the following subtypes: Phone Link Email Time	contains is is not is blank is not blank
Picklist (single value)	is is any of is not is none of is blank is not blank
Picklist (multi-value)	is is any of is all of is not is none of is blank is not blank
Yes/No (boolean)	is is not
Number – Including the following subtypes: Currency Percent	is equal to is not equal to is less than is greater than is blank is not blank
Lookup	is is blank is none of is not is not blank is any of
Date	is is before is after is between is blank is not blank
DateTime	is is before is after is between is blank is not blank

The following field types are not supported:

• ID
• Rich Text
• Long Text
• Date
• Datetime
• Attachment
• Formula
• Time
• Lookup

Once all appropriate filters are defined, marketing users can generate their target list based on those filters:

1. Select the Generate Target List button from the Filters section. A confirmation modal displays.

   

2. Select Generate Target List.

Users are notified via a toast notification, a Vault bell notification, and an email when the job completes. Once complete, the Target List tab displays all of the campaign or journey’s targets. See Managing Target Lists for more information.

Once Targets are added, they remain in the Target List even if they no longer meet the criteria used when generating the list.

If the user decides they want to add or change the filters used, they can delete all targets to start over. See Removing All Targets from a Target List for more information.

Editing Target List Builder Filters

To edit the Target List Builder filters:

1. Navigate to the Target List tab.
2. Select the All Actions menu.
3. Select Remove All Targets.

The original filters display, enabling marketing users to edit the filters before generating the new list.

Regenerating a Target List

After a target list is generated, marketing users can regenerate it to add or remove targets based on the most current data:

1. Navigate to the Target List sub-tab.
2. Select the All Actions menu.
3. Select Regenerate Target List.
4. Select Regenerate Target List in the confirmation modal.

The defined filters are reapplied to the target list, appropriately adding new accounts that now meet the criteria as well as removing accounts that no longer meet the criteria.

Users are notified when the regeneration completes, which includes a summary of targets added, removed, and unchanged.