Regional Targeting allows admins to share URLs across Workspaces and set targeting conditions based on the geo-location of the prospect. Based on the location, the right playbooks under the right Workspace will be served. 

Billing Plan:
Workspaces are available for users on the Enterprise billing plan, and is available as an add-on to the Advanced plan.

In this Article, we'll cover:

• Defining Regional Targeting conditions
• Removing Regional Targeting conditions
• Viewing Regional Targeting conditions on playbooks

In order to utilize this feature, you must have at least 2 workspaces with one or more URLs per Workspace matching the other Workspace’s “Target site visitors on URLs that start with:” condition.

Note: Please note that accounts with workspaces added after November 30th, 2022, will not have access to Audience URL targeting and will not have a Default Audience tab visible in workspace settings. Please adjust URL targeting for Playbooks in the workspace on the Playbook level.

DEFINING REGIONAL TARGETING CONDITIONS

Pre-condition → You have defined and set up at least 1 Workspace

From your settings, Click on Workspaces (under Organization settings) → Click on the 2nd Workspaces where you want to share URL(s) with → Default audience tab → Edit → add or edit the existing URL to match the required shared URL → Next

* The workflow above is also applicable when you create a second Workspace and it has shared URL.

 

You will be directed to the page where you set regional Targeting conditions across all the Workspaces that share the URLs

Set the Target site visitor from Country for the first Workspaces and then toggle to the next to set the conditions for the other Workspace(s) → Save

Note: Once a country is set for one Workspace, it will be disabled for the other Workspace(s).  Within this page, you can also set the fallback behavior if no Targeting condition is met.

 

REMOVING REGIONAL TARGETING CONDITIONS

From your settings, click on Workspaces (under Organization settings) → click on the Workspace where you want to remove Regional Targeting conditions → Click on the “X” next to the shared URL → Next → System shows warning to remove Targeting Conditions → Remove → Next → Save

 

Note: Once you remove Regional Targeting conditions to one Workspace, even though the conditions remain defined on the other Workspace(s), the system will not apply the regional targeting conditions since there is no shared URLs and require manual removal by going into the Workspace and editing the Default Audience tab.

VIEWING REGIONAL TARGETING CONDITIONS ON PLAYBOOKS

Navigate to the Playbooks page → click on the Playbooks where you want to check the conditions → Under Targeting tab → and if “All Visitors” condition is chosen, click on “Show Conditions” → system will show the targeting conditions including URLs and Targeting conditions