New Target UX
This article provides a short summary of the most important improvements introduced with the new UX updated to the Target module in Splio.
You are not stuck with the new (or old) Target. With the switch button you can go back and forth between the old and new interfaces.
All filtering conditions are now grouped into categories found in a movable panel. You can expand all categories and use context search. You can also minimize the panel or move it to the other side of the screen.
Inclusion and Exclusion groups
Condition groups are now divided into inclusion groups (marked green) and exclusion groups (marked red). It is the same color coding you already know from campaign initial populations.
Items matched by the inclusion groups will be included in the filter, while items matched by one or more exclusion groups will be excluded.
No more XOR
There is no separate XOR (eXclusive OR) operator anymore. If you need to find elements which match either two conditions (but not both), you can still do it with TARGET.
You need to use an inclusion group and an exclusion group containing exactly the same conditions. Then switch the inclusion group to “OR”. The exclusion group always uses the AND operator.
There are more improvements introduced with the UX update.
Improved filter calculation
The button used to recalculate a filter has now been improved with the date of the last calculation. It allows you to better judge when an update to a filter is necessary.
Also, all filters in the list now show the date of the last update.
Parameters – Numbers
For numerical values, you can now set ranges, eg, between 1 and 3 or between 500 and 1500. This works for the number of received emails, SMS, numbers of clicks, even days or months (see below for more news about dates).
The new “different from” condition allows you to make sure that the parameter does not equal the number you entered.
Parameters – Identifiers
You no longer have to look up the identifiers of lists or filters. Spio now handles them for you and presents you with drop-down lists.
You can select one or more elements from the list and remove them by clicking the “X” by each element.
When matching identifiers, you are also offered a unique set of operators:
“At least one” will include all items for which the value is not empty (contains one or more identifiers).
“Matches” and “matches at least” work with lists of elements, like memberships. “Matches” will include only those elements (contacts, products etc.) for which the parameter matches exactly the values you selected. Whereas “matches at least” will include all of these plus those that also match other values.
Parameters – Dates
For fixed dates you can select a specific date to use as a point of reference. Most importantly, all dates are always selected from a calendar.
Relative dates are always calculated as a length of time, usually in relation to the present.
Parameters – Future dates
For some parameters, you can refer to specific dates in the future.
These conditions are currently limited to expiration dates of loyalty cards, Q and NQ points (all three are Loyalty features).