Audience Overview

 

Audiences are the perfect way to manage and organize your clients. This feature lets you directly target different audiences in a variety of campaigns and marketing. You can completely control who receives what information and who doesn’t. 

 

How to Create an Audience:

• Click Audiences on the top left of the interface

• Click the orange Add Audience button

• Choose a Name that will best describe the Audience

• Choose a Public Name that will be visible to the audience 

  • See our pro tip below 

• Enter any descriptions you may need

• Click the orange Submit button

How to Add Members to an Audience:

• Click on the Audience name you wish to edit

• Click on the Members button

How to Add a Segment to an Audience: 

• Click on the Audience name you wish to edit

• Click on the Segments button

• Click on the Add Segments button

• Choose a Name for the segment in your query builder

• Add any necessary details

• Add all necessary filters by to build a query by clicking on the plus button

  • Choose a filter 

  • Choose an operator

  • Write in your preferred query

• Click the orange Submit button when done

How to Edit a Segment:

• Choose the Segment you want to edit

• Click on the Drop-Down button at the far right of the segment

• Click Edit Details

• Edit any details that you require

How to Delete a Segment:

• Choose the Segment you want to delete

• Click on the Drop-Down button at the far right of the segment

• Click Delete

• A pop-up will appear, “Are you sure you want to delete Audience Segment?”

• Click yes

• The Segment will be deleted

How to Edit an Audience:

• Click on the Audience you wish to edit

• Click on the edit icon next to the Audience name

• A pop-up Edit Audience window will appear

• Edit any sections you feel is necessary

• Click the orange Update button

• The updated Audience will appear

How to Remove an Audience:

• Click on the Audience you wish to delete

• Click on the delete icon next to the Audience name

• A pop-up will appear, “Are you sure you want to delete Audience?”

• Click the Yes button

• The audience will be deleted

Pro Tip:

Choose a public name that is meaningful to internal users, but one that is also palatable for the contacts receiving the email.