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Audiences define who receives your campaigns. Create reusable segments based on customer attributes and use them across multiple campaigns.

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Accessing Audiences

  1. Navigate to Campaigns
  2. Click the Audiences tab
  3. View all existing audiences or create new ones

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Create an Audience

  1. Click New Audience
  2. Enter audience details:
    • Name: Descriptive name (e.g., “Enterprise Customers”, “At-Risk Accounts”)
    • Description: Optional notes about the segment
  3. Define your filters:
    • Select attribute (e.g., Account Type, Health Score, Owner)
    • Select operator (equals, contains, greater than, etc.)
    • Enter value
  4. Add additional filters as needed:
    • Multiple filter rows are combined with AND logic (all conditions must match)
    • Within a single filter field, you can use OR logic via operator syntax (e.g., Title contains “VP” OR “Director” OR “C-Level”)
    • Preview the count of matching contacts
  5. Click Save

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Filter Options

Build audiences using contact and account attributes: Account Attributes:
  • Account Type (Customer, Prospect, etc.)
  • Health Score
  • Account Owner
  • Industry
  • ARR Range
  • Custom Fields
Contact Attributes:
  • Role/Title
  • Engagement Level
  • Last Contact Date
  • Custom Fields

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Example Audiences

Target large accounts:
  • Account Type equals “Customer”
  • ARR greater than $100,000
Target accounts needing attention:
  • Health Score less than 50
  • Account Type equals “Customer”
Target accounts with upcoming renewals:
  • Renewal Date within next 90 days
  • Account Type equals “Customer”
Target decision makers:
  • Title contains “VP” OR “Director” OR “C-Level”
  • Account Type equals “Customer”

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Edit an Audience

  1. Find the audience in the list
  2. Click to open it
  3. Modify filters or details
  4. Click Save
Editing an audience doesn’t affect campaigns that have already sent. Future sends will use the updated audience.

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Delete an Audience

  1. Find the audience in the list
  2. Click the delete option
  3. Confirm deletion
You cannot delete an audience that is currently used by an active campaign.

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Audience Count

When creating or editing an audience:
  • The system shows a count of matching contacts
  • Use this to verify your filters work as expected
  • Adjust filters if the count is too high or low

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Reusing Audiences

One audience can be used by multiple campaigns:
  • Create audiences for common segments
  • Select the same audience when creating different campaigns
  • Changes to the audience apply to future campaign sends

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Best Practices

Start with broad audiences, then narrow down based on campaign performance and engagement rates.
  • Name audiences descriptively so they’re easy to find
  • Document filter criteria in the description
  • Review audience counts before launching campaigns
  • Create role-based audiences (CSM book, Team book) for targeted outreach
  • Test campaigns with small audiences before large sends