Creating audiences

Before creating an audience, you must create filters for the Customer Data List.

To create an audience:

  1. Do one of the following:
    • On any page, click An image of the navigation menu icon and select Create Audience from the Audiences menu.
    • On the Manage Audiences page, click Create Audience.

    The Create audience dialog opens.

  2. In the Name field, type a unique name for the audience.
  3. Select a Customer Data List from the List dropdown list.
  4. Optionally, type a description in the Description field.

    The description appears in the About this audience section of the Audience Designer.

  5. Click Create.

    The Audience Designer opens.

About the Audience Designer

You use the Audience Designer to design an audience.

Screenshot showing legend for the various parts of the Audience user interface

Callout number one Operators

Select the operators for joining filters.

Callout number two Design tab

Use this tab to design the audience.

Callout number three Analyze tab

Use this tab to run the audience and view results.

Callout number fourSegmentation tab

Use this tab to create waterfall-based audience segmentation.

Callout number five About this audience

View and edit the audience description.

Callout number sixFilters

Select the filters for the audience.

Callout number seven Final Audience

Create the Final Audience. This must be the last stage in the audience.

Callout number eight Note

Add comments.

Callout number nine Canvas

Design the audience by dragging filters, operators, and the Final Audience to the canvas.

Callout number ten Settings

Select audience settings, such as when the audience is automatically unpublished.

Callout number eleven Close

Close the Audience Designer and return to the Manage Audiences page.

Callout number twelve Publish

Publish the audience locally. (This does not publish to other systems, such as Responsys.)

Callout number thirteen Save

Save your changes, or save a copy of the audience with a different name.

Callout number fourteen Validate

Validate the audience to ensure that it is constructed correctly.

Note: The audience is automatically validated when you attempt to publish it, but you can use this button to validate the audience while designing it.

About filters on the canvas

Filters are displayed on the Audience Designer canvas as follows:

Screenshot showing example of how filters appear on the Audience Designer canvas.

The filter name is displayed in bold, and its description is shown below the name. If the filter description does not fit in the box, move your mouse cursor over the filter to display the full details.

About operators

You can join filters using the AND, OR, or MINUS operators.

A screenshot showing the AND/OR operators AND and ORThe AND operator gets only members common to result sets of all filters, and the OR operator gets all members in result sets of all filters.

For the AND and OR operators, you may use up to five filters (paths). The following example shows an audience formed from the union of “US online buyers” OR “Cat owners” OR “Recently sent campaigns”.

Screenshot showing example audience, created through an OR operation.

A screenshot of the MINUS operator MINUSThe MINUS operand gets the members as a result of subtracting the result set of one filter from the result set of another filter.

For this operator, you may select only two filters (paths). You must also specify the way subtraction should be performed, path A-B, or path B-A. For example, the following image shows “US online buyers” OR “Cat owners” MINUS those who were “Recently sent campaigns”.

Screenshot showing audience design with a Minus operation.

About the Final Audience

The Final Audience terminates the flow and provides the final result set for the audience. This must be the last stage in the audience definition. You may have only one Final Audience in an audience definition.

Designing an audience

To design an audience:

  1. Select the filter type and the filter from the list of filters and drag it onto the canvas.

    You may use up to ten filters in an audience definition. You can also create an audience from a single filter.

    To view the filter definition in Filter Designer, double-click the filter on the canvas.

  2. Join the filters using the AND, OR, or MINUS operators. (If your audience contains only one filter, go directly to step 4 and add the Final Audience stage.)
  3. For the MINUS operator, specify the way the subtraction should be performed:
    1. Double-click the operator on the canvas and select the option you want.

      Screenshot showing how to set the Minus order in Audience Designer

    2. Click Done.
  4. Add the Final Audience stage.
  5. Specify when the audience should be unpublished and the email addresses to receive notifications about the audience:
    1. Click Settings and expand Options.
    2. Select the auto unpublish option you want from the Lifecycle options list.
    3. Type the email addresses in the Enter email address to receive notifications about this audience field.

      Separate multiple addresses with commas or semicolons.

    4. Click OK.
  6. Click Validate to ensure that your audience is constructed correctly.

    Any errors are displayed in the Validate section. To continue, fix the errors and re-validate the audience.

Next step

Publish the audience

Learn more