Custom Targets

You can also create and select custom target groups. Custom targets can be anyone: Governors, school board members, CEOs, whoever you want. A custom target group can consist of one target or many.

Custom target groups can have the following jurisdictions:

  • City and state
  • City and country
  • County and state
  • State
  • Country

By default, All users is selected, which means all actions on the Page are directed to all targets in the group.

Groups with a jurisdiction work like legislative targets where the target only receives actions from their constituents. Specifically:

  • You can use snippets to show your users information about their target.
  • Only users who we know live in the states or countries specified can take action on a Call Page (you can provide a fallback URL for others). Recognized users see the correct target automatically.
  • Signature deliveries only include constituents.
  • You can use the target constituents checkbox as a shortcut to limit a Mailing to users in the states or countries specified.

To start, select Add Custom Target Group on the Pages tab or click Custom in the Targets section on the Action basics screen of your Page.

Enter a name that’s descriptive (e.g. "Chamber of Commerce" for the group or "Chamber President" for an individual).

Select a jurisdiction if that's relevant. If you select a jurisdiction you must specify the targets jurisdiction (e.g. if you select state, we need to know the target's state).

Then add your target or targets by:

  • Entering the relevant contact information in the boxes. To add additional targets to this group click the blue Add another special target link.
  • Uploading a CSV of custom targets. The first line of the file should be a header row containing the column names. Column names can include: title, first, last, phone, fax, email, gender (for pronouns), state, country; of these, first or last is required.

Note

One target can be in many target groups. To more easily track all actions directed to one target over time, create a group with only the target and select that target for multiple pages instead of adding the target to multiple target groups.

We ask for the target's gender so you can use "snippets" in your bulk mailing to select the preferred pronoun for each target. For example, if you target state governors, the emails could say, "She supported this" for the female governors; "He supported this" for the male governors; and "They supported this" when gender is left null in the upload file, for any governors that prefer the prounoun They.

Once you add a custom target group, it will be available in the Target groups box on the Action basics screen during page creation.