Knowledgebase

 

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 edit

  • 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.

 

 

 

 

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