Audience Builder

Overview

The Audience Builder is used to create dynamic segments of contacts for message sending, searching contacts and filtering analytics reports.

Using include and exclude rules and rule sets, you can create dynamic segments of contacts that are updated in real time when performing a search or when a message sends. Real time contact results can be seen in the contact counter at the top of the page when creating or editing audiences.

Audiences can be saved and recalled later throughout the platform.

Audience trend analytics can be enabled for an audience and then used in Audience Trend Reports for visualizing the population of an audience over time.

Multiple data sources can be combined to create complex rules and rule sets using include/exclude with AND/OR operators:

• Contact Attributes
• Channel addresses
• Channel subscribe status
• Dates
• Cart Items
• Orders/Purchases
• List membership
• Supplements
• Message system events
• Custom events

A couple of notes on audience counts

Audiences are dynamic in nature and audience counts can vary over time due to changes in contact attribute values, purchases, custom events, subscribe and unsubscribe events, etc. If you would like a static audience of contacts that does not change, you should add contacts to a list and build an audience based on list membership.

Note: During message creation, audience counts will automatically exclude invalid contacts, and contacts with a subscribe status of unsubscribed and none. Due to this, you may see different counts of the same audience during message creation compared to searching contacts.

When is a contact's email flagged as invalid?

Searching Contacts with Audience Rules

Using the audience builder you can search the contacts in your account and display the results in real time. You can save a set of audience rules to recall when creating messages, viewing audience trends, or filtering reports.

Audience rules can be as simple as "match an email address" or as complex as, "all females with a gmail address that purchased red shoes on a mobile device within the past 7 days".

Please see the audience rules definitions.

All audience segments must contain at least one inclusion rule and can not be saved if only exclusion rules are defined. To build an audience based primarily on exclusion rules, select the Include ALL Contacts checkbox followed by the desired exclusion rules.

For our example we will keep it pretty simple and search for contacts that:

• Belong to the "newsletter" list.
• Have opened a message in the last 30 days.
• Have not clicked a link in the last 30 days.

1. Navigate to Contacts › Search Contacts to view the Audience Builder. Select the Lists rule from the Rule Picker on the right. Note: Rules can be added to the main canvas in two ways -- single clicking on the rule name or dragging and dropping the rule into the canvas.
   
   
2. Select the option for Matches any and type the name of the list in the list field.
   
3. Add a new rule for System Events - Open and select the options for Have Event, any message, within the past 30 days.
   
4. Add a new rule for System Events - Click and select the options for Do not have event, any message, within the past 30 days.
   
5. If you have contacts that match this audience, you will see the contact count update in real time.
   
   

Saving an Audience

Once you have created an audience using audience rules, you can save the audience.

Note: When you save an audience, any changes made will not affect automations, drafts or scheduled messages where this rule was previously applied.

1. Click the button labeled Actions and then select Save.
   
2. Give the audience a name, an optional description and choose whether to enable Audience Trend Analytics.
   

Save As

You are also able to edit an audience rule and save or save as another audience rule.

1. Recall a previously saved audience rule by navigating to Contacts > Audience Rules.
2. Click on the desired audience, make any edits and choose Save or Save As from the Actions menu.
   
   

Recalling a Saved Audience

You are able to recall saved audience rules in several areas of the platform:

• During message creation
• Filtering event data reports
• Filtering event dashboard charts
• Creating audience trend reports

During message creation

To recall a saved audience during message creation:

1. Create a new message or edit a message draft.
2. On the Edit Message page, click the Load Audience Rules Button, and choose a saved audience rule.

Filtering event data reports

You can filter event data reports using audience rules:

1. Navigate to Analytics > Event Data Reports.
2. Choose to filter by audience rule and select the audience in the dropdown.
   
   

Filtering event dashboard charts

You can filter event dashboard charts using audience rules:

1. Navigate to Analytics > Event Dashboards and create or edit a chart.
2. Choose to filter by audience rule and select the audience in the dropdown.
   
   

Creating audience trend reports

Use saved audience rules to generate an audience trend report. Note that audience trend analytics must be enabled on the audience before it can be used in an audience trend report.

1. Navigate to Analytics > Audience Trends. 
2. Click within the open text field and choose the desired audiences to be included in the report.
   
   

Removing an Audience

Saved audiences can be removed:

1. Navigate to Contacts > Audiences.
2. Hover over the arrow next to the desired rule and select Remove Audience.
   
   
3. You can also select multiple audiences and use the action bar at the top to remove all selected audiences.

Note: When you remove an audience, only the rules will be deleted. The contacts within that audience will not be deleted.

Also note that when an audience is removed, it will not affect automations, drafts or scheduled messages where this rule was previously applied.

Enabling Audience Trend Analytics

Before an audience can be included in an audience trend report, audience trend analytics must be enabled.

1. Navigate to Contacts > Audience Rules.
2. Hover over the arrow and choose Enable Audience Trend Analytics.