Dynamic Target Groups – first impression
Lately, with first day of 1605 release, I played a bit with new functionality of Dynamic Target Groups.
unfortunately looks like it was disabled now – checkbox and tab for that in Target Group work center is not available anymore.
I have found such information also – Dynamic target group : View Idea.
So it looks like it was moved to 1608 release.
this is still highlighted as part of May release.
Anyway, I managed to check this before. And looks promising, although some additions would be helpful.
So everything starts with creating target group, where on popup you have special checkbox to be set for target group being dynamic (it means if on TG automatic refresh process, data base would be checked again with criteria we set here, and new members added). And it controls type of Target Group. After setting it in Target Group view we have new tab “Member determination”. Here we can choose criteria for members – among Accounts, Contact Persons, Individual Customers.
After that, similar as in jobs, we set to start gathering members immediately or in some time. We have also the recurrence option there – starting from 1 day frequency as minimum. So with this option TG will be refreshed then.
What is missing here for me are some more criteria especially for Contacts – like these related to Account that Contact is connected. E.g. address ones.
So if we can choose Contacts setting criteria for Accounts, or best for Accounts and Contacts. E.g. choose Contacts of function Manager from Purchase dept. of Companies from Construction industry, from Poland.
Hopefully in 1608 release it would be extended. Let’s see.
UPDATE 29.05.2016: dynamic target groups determination is again turned on.