Using Audience Builder

Harness the wealth of data across user profiles using a wide range of highly customizable criteria with Audience Builder.

For any groups of users that you identify, create Natural Lists or Smart Lists, view ad-hoc user Snapshot Reports, and make bulk updates to users' vars or email opt-in/validity statuses.

Actions

Perform the following actions based on the users you match. Select an action from the bottom bar after you're done setting up your user-selection filters.

After you select your action, you'll be able to enter a name for your list. You cannot use a dollar sign ($) in list names.

  • Save as Smart List - The Smart List will perpetually update to include the users who match the filter criteria.
  • Generate Natural List - Create a Natural List of all users who currently match the audience you have defined according to your filters. Only a new query can be saved as a Natural List. 
  • Snapshot Report - Generate a report about the matching users, with insight into their geography, interests, activity, engagement, and more.
  • Bulk Update Profiles - For all users who match your filters, add/change a var value or email opt-out/validity status. Note that numerical values will be stored as strings, and will therefore only be matched in future Audience Builder queries if the searched number is placed in quotes. If you need to bulk update with a numerical value, please use a list file upload or the job or user API.

Audience Source



Select a source list or lists, or use your entire database to build an audience:
  • One or more lists - When this option is selected, click the List name(s) field to search and select from your natural and smart lists.
  • All primary natural lists - Use all natural lists that are marked as primary.
  • All users in database - Use with caution. This option includes all users ever mailed, uploaded, or stored in your account via API calls such as purchase, user, or send. Not all of these users have opted in to campaign mailing, and must not be messaged without consent.
If you select Start future audiences with this source, you will skip this screen in the future. Whether or not you use this option to enable a default source, you'll be able to return to it from the main Audience Builder screen at any time and change your source by clicking the current source name:


Audience Preview

Use a real-time audience preview to see how your filters affect the size of your audience.

When you have selected your lists and have selected Done, Audience Builder loads. Audience Preview will load on the right side of the filter screen. It shows you how many profiles you have available in your database and how many your selected lists contain. Sample profiles load below the preview, showing both valid email addresses and valid phone numbers.

As you add filters, the number of profiles found changes. For example, when filtering for users who have opened an email 1 or more times ever, the available profiles drop from 8219 to 192.

Add a Filter

For details on each filter, see the Filter Reference.
  1. In the left pane, click a filter's name to add it to the display.
  2. In the filter, enter criteria for the users to include or exclude.

    To include matching users, select IS. To exclude them, select IS NOT.
  3. When you have entered valid criteria, the dotted border around the filter is removed. If the entire filter or an individual field turns red, the criteria you entered is not valid and must be corrected before saving the filter and performing your action.
  4. Click Done or collapse the filter using the icon at top-right .The filter is minimized for easy dragging, dropping, and reordering.
  5. To delete a filter, while it is expanded, click  .

Add Multiple Filters

  • Repeat the instructions above to select and configure one or more additional filters, or click copy  on an existing filter to start with a duplicate.
  • Click or  to switch the logic connecting all filters or filter groups that exist at the same level.
    • AND: all filters must match a user to include the user
    • OR: at least one filter must match a user to include the user
  • You can also use advanced logic, combining ANDs and ORs. For example: ('Majority Resident' = USORUK)  AND  ('Engagement Level' = Engaged)
    • Click and drag a collapsed filter on top of another to join them in a group.
      When the destination filter turns blue, drop the dragged filter. The two are now grouped.
    • You can change their logical operator (AND/OR) independently from the one that connects the group with the other filters.
    • You can also create a second level of groupings, where a group is nested inside another group.
    • You can add a "NOT" logical operator to a group or subgroup to exclude users who match the result of the group. Hover over the grouping bar, and click IS to change the operator to NOT.
    • To remove a filter from the group, drag it just outside the group until a dark box is displayed to preview the new location.

Create a Control Group for A/B Testing

When creating an A/B test, you may wish to use a holdout or control group of users not receiving a specific message. This is useful when you're running a test to see how many users will respond to an offer. For example, if you're testing against disengaged users, group A could receive an email with an offer, group B could receive an email with no offer, and the control group would receive no email. With this setup, you'll be able to see how many disengaged users return with no offer or contact. Create the control group in Audience Builder:
  1. Select your Source List. This can either be a list filtered from All Primary Natural Lists or any single list that contains the full set of users you want to include in your test.
  2. Select your list filters, if you're using them.
  3. From the Actions Bar, select Other Actions and then Generate Natural List. The Generate Natural List editor opens.
  4. From the Generate Natural List editor:
    1. Enter a List Name, for example, Test - Control.
    2. Limit the list size by a percentage (for example, 20%).
    3. Click Start Generate Job.
Create the variable group:
  1. Follow steps 1. and 2. for creating your control group. Select the same list and filter options as you did when creating your control group.
  2. Add the Natural and Smart Lists filter.
    1. Set it to IS NOT on these lists.
    2. Select your control group list from the dropdown.
  3. From the Actions Bar, select Save as Smart List.
  4. Enter a List Name, for example Test - Variable.
  5. Under Criteria, select "Is not a member of list," and in the Value field, enter the exact name of your control group list.
You're set up to create an A/B Split Test. Use the Test -- Variable Smart List as your Audience.

Merge Existing Natural Lists

  1. Select the lists you wish to merge. For this example, the lists will be called ABC and 123.
  2. Set your Source list as list 1 (the list called ABC).
  3. Select Generate Natural List from Other Actions in the bottom left of your screen. This opens the Generate Natural List modal.
  4. In the Generate Natural List modal, enter the List name of the list you wish to merge into (the list called 123).
  5. Select Start Generate Job.
When the job completes, list ABC users will be added to list 123 without having to create a new list.

Segmenting Apple Mail Users

Segment your users who are using the Apple Mail client on iOS15 to understand how Apple's Mail Privacy Protection may be affecting user metrics. 
  1.  In the platform, navigate to Audience Builder from the main menu (Users > Audience Builder). 
  2. Select the list or lists for your Audience Source.
  3. Search for or scroll to the Browser, Device, Mail Client, OS filter under the User filters and select that filter. By default, the filter includes matching users. 
  4. Select Reads email from the dropdown list. 
  5. From the Device, OS, & Browser dropdown, search for or select Apple Mail. Your filter should resemble the following image:
  6. Select Done to set the filter. 
  7. Select Save as Smart List from the Action Bar at the bottom of the screen. 
  8. Give your list a name and select Save.
  9. If you want to track your list in the List Growth report, it needs to be a primary list. 
    1. Navigate to the Lists page (Users > Lists).
    2. Use the filters at the left side of the page to search for the list you just created. Make sure you set the list type filter to View Smart Lists. 
    3. Set the list to Primary. 
    4. Now you can track this list through the List Growth report. 

Create an SMS Audience 

Create an audience for your SMS message in Audience Builder based on their consent status.

  1. From the Audience Builder page, select your base list (see Audience Source in the Audience Builder documentation). 
  2. Select the SMS Consent Status filter from the User section. 
  3. Select IS for the profile matching. 
  4. Select the customer status and SMS consent status from the dropdowns:
    • Customer Status
      • Opted-in: profile has opted-in to receiving SMS messages
      • Opted-out: profile has opted-out of receiving SMS messages
      • Not confirmed opt-in: profile SMS value does not exist or is null
    • SMS Consent Status
      • Marketing only checks for sms_marketing_status in user profiles
      • Transactional only checks for sms_transactional_status in user profiles
      • Marketing and Transactional checks both sms_marketing_status and sms_transactional_status in user profiles
      • Marketing or Transactional checks if either sms_marketing_status or sms_transactional_status in user profiles is set
         
  5. Your filter should resemble the following image:
  6. Select Done, then Save as Smart List. If you wish to save a Natural List, select Other Actions and then Generate Natural List.
  7. Give your name a unique list and save it. 
  8. Note down the list name to use when building campaigns and Lifecycle Optimizer flows.

SMS Consent (Legacy)

This filter is available for profiles that had SMS numbers captured prior to February 2023.

Note: When creating an SMS audience, the SMS Consent Status and SMS Consent (Legacy) filters should not be used together. 

  1. From the Audience Builder page, select your base list (see Audience Source in the Audience Builder documentation). 
  2. Select the SMS Status (Legacy) filter from the User section. 
  3. Select IS for the profile matching and SMS from the dropdown. Your filter should resemble the following:

  4. Select Done, then Save as Smart List. If you wish to save a Natural List, select Other Actions and then Generate Natural List.
  5. Give your name a unique list and save it. 
  6. Note down the list name to use when building campaigns and Lifecycle Optimizer flows.