Overview:
This article provides step-by-step instructions on how to create and refine a target audience within the Xvantage for Associates platform when managing a marketing campaign. Once configured, you can preview your audience, save changes, and allow Xvantage up to 24 hours to process and generate your final audience.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Marketing Suite.
You will be directed to the Marketing Suite hub.
Search for your campaign that you will create a target audience with using the search bar.
Click the campaign name (a hyperlink) to open its details.
Click the Target Audience tab.
Go to Audience Summary.
Within the audience summary, you’ll be able to view and/or update the following sections:
Customers Inclusion
Products of Interest
Product Exclusion
Platform Engagement
Purchase Behavior
Company Attributes
Customer Segments
Customers Exclusion
Subtopic 1:
How to Build and Refine Your Target Audience in Customer Segments in Xvantage for Associates
Process:
Click the Target Customers located at the left side of the screen. You will start building your target audience with the following categories:
Customer segments: Customer audiences are broken into four categories: Decliner, Dormant, Growing and Steady
Business types: How the business identifies, including SMB, VAR, etc.
Sales groups: Sales groups assigned at Ingram Micro
Contact preferences: Segment users based on their contact preferences
Last transaction date: Segment customers based on when they ordered products last.
If you’d like to apply Customer segments to your target audience, enable this by toggling the section on. You can select more than one category. You will be able to choose between:
Decliner: Partners showing revenue decline
Dormant: Partners who have not made any purchases (regardless of channel)
Growing: Partners growing in revenue
Steady: Partners who have remained steady in their revenue (regardless of channel)
To apply Business Types, toggle the section on.
Click Add business type. In the pop-up window, select one or more business types you want to include.
Review your selections under the Selected tab and remove any if needed.
Click Add selected to confirm.
To apply Sales Groups, toggle the section on.
Click Add sales group.
Choose one or more sales groups from the pop-up window.
Review your selections under the Selected tab and make any changes if necessary.
Click Add selected to confirm.
To apply Contact Preferences, toggle the section on.
Choose whether to include contacts who have opted for Do Not Email and/or Do Not Call to segment users based on their communication preferences.
To filter by Last Transaction Date, toggle the section on.
Select the desired date range to target customers based on their most recent order date.
If you have a list of specific contacts you want to target, upload it under the Customer Inclusion List.
Click Download template to get the correct file format.
Prepare your list accordingly.
Click upload to upload your file or drag and drop your file to the designated customer inclusion list.
Once you’ve completed filling out the Target customers section, you can generate your Potential audience size.
Click Recalculate audience to generate an estimated potential audience size. Keep in mind this number is an estimate. To apply product targets, you will need to process the campaign.
Subtopic 2:
How to Build and Refine Your Target Audience in Customer Group Exclusion in Xvantage for Associates
Process:
Click Customer Exclusions on the left side of the screen. This section allows you to exclude specific customer groups or upload a list of contacts to exclude from your target audience.
To apply Customer Group Exclusions, toggle the section on.
Click Add Customer Group(s) and select the groups you want to exclude.
To upload a Customer Exclusion List, use the designated upload area.
Click Download template to ensure your file is in the correct format.
Once your list is finalized and follows the template, either click Click to upload or drag and drop your file into the upload area.
Subtopic 3:
How to Build and Refine Your Target Audience in Target Products in Xvantage for Associates
Process:
Click Target Products on the left side of the screen. This is a required section when creating a target audience.
To edit Target Products manually, click the Upload List dropdown.
Select Select Options.
In the Switch target product method pop-up, click Switch now.
You will now be able to edit various settings under Target Products, including:
Vendors: Target users who purchase from specific vendors.
Product Types: Choose whether to target Cloud, Hardware, or both.
Product Categories: Group products into broader categories to target users based on their buying habits.
Product Subcategories: Narrower, vendor-specific product groupings.
To target users by Vendors, toggle the Vendors section ON.
Click Add Vendors.
Search for vendors by name, ID, or manufacturer.
Select the vendors you want to include.
Click the Selected tab to review or remove vendors as needed.
Once finalized, click Add selected.
To target users by Product Type, toggle the Product Type section ON.
Select Cloud, Hardware, or both, depending on your targeting needs.
To target users by Product Categories, toggle the Product Categories section ON.
Click Add Product Categories.
Search by category name or description.
Select one or more categories to include.
Use the Selected tab to review or remove your selections.
Once finalized, click Add selected.
To target users by Product Subcategories, toggle the Product Subcategories section ON.
Click Add Product Subcategories.
Search by subcategory name or description.
Select one or more subcategories to include.
Use the Selected tab to review or remove your selections.
Once finalized, click Add selected.
If you already have a product list to upload:
Choose the type of list you’re uploading: Vendor Codes, SKUs, or MPNs.
Click Upload List.
In the Upload Inclusion List pop-up, click Download Template to ensure your file is formatted correctly.
Click Click to upload or drag and drop your file into the upload area.
After the file uploads, click Save.
Subtopic 4:
How to Build and Refine Your Target Audience in Product Exclusions in Xvantage for Associates
Process:
To exclude specific products from your audience, click Product Exclusions on the left side of the screen. You can exclude products by uploading one of the following list types: Vendor Codes, SKUs, or MPNs.
Choose the type of list you want to upload. Select Vendor Codes List, SKU List, or MPN List.
Click Upload List.
In the Upload Exclusion List pop-up:
Click Download Template to ensure your file is in the correct format.
Upload your list by either clicking Click to upload or dragging and dropping your file into the upload area.
Click Save to confirm your exclusions.
After setting both your inclusions and exclusions, click Output Preview to see a preview of your configured audience. Note: This is only a preview and does not reflect the final audience.
Click Save Changes to apply your selections.
Allow up to 24 hours for Xvantage to generate your official audience after processing.
If you've uploaded a Target Products Inclusion or Exclusion List, this data will not appear in the on-screen audience summary but will be included when you click Download Audience.