> ## Documentation Index > Fetch the complete documentation index at: https://docs.extole.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Target a Program > Set up program targeting using Extole’s upgraded Flow Builder. > > 💡 **Important Note:** This guide only applies to flow campaigns that use Extole's upgraded Flow Builder. Check for the flow icon next to your campaign name. > ![](https://downloads.intercomcdn.com/i/o/syy27wia/1672188849/7a88b85b6ea138efdd09eb8eec64/Screenshot+2025-08-15+at+08_43_12.png?expires=1778306400\&signature=9af864122d5366777003bb96b5fb81da2855e0ac2920d9346e353efbf40ee6f7\&req=dSYgFMh2lYlbUPMW3nq%2BgY%2BXbUHXydVeJLc9LVWfkrwfxpaYE7JVbbtS1j1E%0A5uzksR%2FqQj5QbtfVnf%2BHW4lFnnQ%3D%0A) > ## Overview > Targeting in Extole helps ensure the **right participants enter the right campaign at the right time**. Whether you're using domain targeting, audience membership, profile attributes, or custom rules, targeting keeps your campaigns relevant and efficient. > > This guide explains how to use Extole's **targeting scenarios**, how to configure rules, and how to decide when and where to apply targeting in your campaign flows. ## Why Use Targeting? > Targeting in Extole determines: * Who can see campaign marketing placements * Who qualifies to enter a campaign * When they qualify * Which campaign takes priority if multiple apply * How participant journeys are maintained over time > Targeted campaigns to deliver **more personalized, effective, and efficient programs**. Here's why it's worth the effort: * **Reach the right people** – Tailor campaigns to specific segments (e.g. new customers, loyal advocates, employees), so you’re always speaking to the right audience with the right message. * **Improve performance** – Targeted campaigns often convert better because they're more relevant. That means higher participation, more referrals, and stronger ROI. * **Avoid conflicts** – If multiple campaigns are live, targeting ensures people enter the most appropriate one, preventing confusion or double participation. * **Protect your budget** – Targeting helps prevent rewards from going to ineligible or fraudulent participants, keeping your spend focused on legitimate activity. * **Test and optimize** – With separate, targeted flows, you can A/B test messaging, incentives, or timing to continuously improve results. ## Targeting Scenarios > **Targeting scenarios** are pre-configured sets of rules that you can apply within each flow of your campaign. These appear at the top of each flow in the Flow Builder. > You can: * Use default or prebuilt scenarios * Swap between scenarios * Add or modify rules to suit your business goals ### Default Targeting * **Includes:** All participants in the US and Canada * **Excludes:** Suspicious traffic (via built-in fraud filters) * Use this if your campaign is open to most users by default. > To include a broader audience (e.g., international users), use the **Everyone** scenario, which removes country restrictions. > ### Audience Targeting > Use this to include or exclude specific audiences defined in your **My Audiences** page. * **Ideal for:** Employees, VIP customers, loyalty members, etc. * **Enforces fraud filters:** Yes * **Where to apply:** * **Marketing flow**: Controls visibility of CTAs * **Participation or Share flows**: Controls who can participate or refer ### Domain Targeting > Restricts visibility of campaign content to specific domains. * **Variants:** * US/Canada only * No country restrictions * **Domains managed in:** Tech Center * **Enforces fraud filters:** Yes * **Where to apply:** * **Marketing flow**: Only show CTAs on selected domains ### Eligible Referrer Targeting > Use this on friend journeys to ensure the person who referred them passes the requirements configured for the advocate share journey. * **Ideal for:** Referral or Ambassador campaigns with requirements for who can share. When a friend interacts with the campaign, we will check their referrer against those requirements. * **Journey for Referrer Check:** This is the only setting you must configure for this scenario. Pick the journey with the targeting rules you want applied to the referrer (e.g., eligible audience, allowed countries). * **Enforces fraud filters:** Yes * **Where to apply:** * **New customer flow**: Only allow a friend to participate if their advocate passes the targeting rules of the chosen journey ## Understanding Targeting Rules > Targeting rules are grouped into **Entry Rules** and **Ongoing Rules**. Both types must be met for a participant to qualify and remain in the journey. > ### Entry Rules > These define who can **enter** a campaign. If any entry rule fails, the participant will not start the journey. > ### Ongoing Rules > These must continue to be true **after entry**. If an ongoing rule fails, the participant will be **removed from the journey**, and their future actions will not qualify. ## How to Update Targeting in Flow Builder > To modify targeting for a specific part of your campaign, you’ll use the **Flow Builder**. Each flow—Marketing, Participation, Share, etc.—can have its own targeting scenario. > ### Step 1: Open the Flow Builder > **Open the campaign's Flow Builder.** From the Programs page, find the campaign where you want to update targeting and click Manage Flow. > ### Step 2: Select the Flow > **Find the Flow to Edit.** In the Flow Builder, choose the specific flow (e.g., **Marketing**, **Share**) that you want to modify. > ### Step 3: Update the Targeting 1. **Remove the existing targeting scenario.** If a default or existing scenario is already applied, click the **Remove** (trash can) icon to delete it. 2. **Click “+ New Targeting Scenario”.** This will open a list of available targeting scenarios. 3. **Choose a targeting scenario.** Select from prebuilt options like: * **Audience Targeting** * **Domain Targeting** * **Everyone** 4. **Configure scenario details.** Depending on the scenario, you may need to define specific inputs: * **If using Audience:** Choose the audience from the drop-down list of available audiences (from **My Audiences**). * **If using Domain:** Select the domain from your list of verified domains (from **Tech Center**). 5. **Add or modify rules (optional).** You can further customize the targeting scenario by adding Entry or Ongoing Rules. All rules must pass for participants to qualify. * **Example**: For your **Audience** targeting, you may want to specify that audience members must also be new customers who haven't made a purchase in the last 180 days. In this case, you could add the **Is New Customer** rule to the scenario's entry rules. ### Step 4: Publish Your Changes > Once you've finished making updates to your campaign's targeting, don't forget to **Publish your campaign**. ## Best Practices * **Test before going live:** Always validate that the right participants qualify after you update targeting. * **Be specific:** The more tailored your rules are, the more relevant your campaign will be to participants. * **Use naming conventions:** Label your scenarios clearly (e.g., "Employees Only", "CA Customers") to stay organized. * **Ensure continuity:** If you are using various targeting scenarios for each of your campaign flows, make sure you are applying changes and customizations to all of them. *Example: If you change the country restrictions in the marketing flow's targeting, you will also want to make the same update to the targeting in your share flow.* ## Targeting Rules ### Audience & Membership Rules * **Member of Audience** – Participant belongs to a defined audience * **Is Not Part of Audience** – Participant is excluded from a specific audience ### Event-Based Rules * **Input Event Matches Event Names** – Event name matches exactly * **Event Contains Parameter** – Event has a specific data key/value * **Event Data Contains Program Label** – Determines targeting based on a label in the event * **Event Matches Program Domain** – Event originates from a specific domain * **Event Value Greater Than** – Event includes a value above threshold * **Event Value Less Than** – Event includes a value below threshold * **Transaction Value Greater Than** – Participant qualifies if their purchase meets a minimum amount ### Profile-Based Rules * **Profile Contains Parameter** – A specific attribute exists in the participant’s profile * **Has Email Address** – Participant must have a valid email * **Valid Email Filter** – Both referrer and friend must have valid emails ### Behavior & History Rules * **Has Taken Action** – Participant completed an event (purchase, signup, etc.) * **Has Not Taken Action** – Participant has not completed a defined event * **Has Previously Qualified** – Participant passed the same rule set in the past * **Is New Customer** – Participant has not made a qualifying action in the last 180 days ### Fraud Prevention & Traffic Filtering > Built-in rules designed to block spam, fraud, and poor-quality traffic. > **Configuration options:** * **Blocked Subnetworks** – Prevent traffic from known IP ranges * Format: CIDR (e.g., `192.168.0.0/16`) * **Blocked Referrer Sites** – Block traffic from unwanted sources * Format: Domain and path only (no protocol, e.g., `badsite.com/path`)