Note: This article only applies to Community Admins, Brand Super Admins, or applicable custom roles. For more details on Studio access, please refer to the Defining Roles and Restrictions article.
Create a new audience when you need a more finely honed audience than the prepackaged ones automatically created for you.
You can build a new audience by using criteria to specify values. As users meet those criteria, they will be automatically added to the audience. When a user no longer meets the criteria, they will be automatically removed.
You can create a one-time audience (temporary audience) via Deliver for single-use, or save an audience to reuse for campaigns or reporting purposes.
Create an Audience via Deliver
- Sign in to Studio as a Brand Super Admin, Community Admin, or a custom role with access to create audiences.
- From the left navigation menu, select Create.
- Create a new campaign or choose a template to edit.
- Under Direct Delivery on the Deliver page, select + Create audience.
- The new audience is temporary by default. Your new audience will only be saved once you click Save for later.
- In the open window, define the audience's membership. You can add users by selecting criteria that describe user attributes. Select the relevant attribute in the left dropdown and the corresponding value in the right dropdown.
Search text can be entered in the right field to return items containing the search text. Click out of the field to clear the search text. - Once you have defined the members of the audience, review the data in the right side menu for accuracy.
- Click Preview to see the list of users that are pulled in by the criteria defined. Click Export to download a file of the users in this Audience to your computer. Click Edit to return to the Audience builder.
- If you only want to create a temporary audience, click Done in the top left corner of the page to return to the Deliver page.
- If you do want to save your audience to use again later, click Save for Later.
- Click into the temporary audience field to name your audience. You can always edit the audience's title later.
- Optional: type a description for the audience. You can use this field to communicate with other studio users about your audience - what is the audience, why it exists, who created it, etc.
- Optional: add tags. Use numbers and letters, and separate multiple tags with a comma. Consider using tags to find event-specific audiences, audiences that belong to you (use your own name!), or even add an initiative or campaign.
- After the audience has been named, click Done to return to the Deliver page.
Create an Audience via People Section
- From the left navigation menu, click on the People section.
- Click on the Audiences page and select + Audience.
- Your new audience will only be saved once you click Save.
- In the open window, define the audience's membership. You can add users by selecting criteria that describe user attributes. Select the relevant attribute in the left dropdown and the corresponding value in the right dropdown.
- Once you have defined the audience members, review the data in the right side menu for accuracy.
- Click Preview to see the list of users that are pulled in by the criteria defined. Click Export to download a file of the users in this Audience to your computer. Click Edit to return to the Audience builder.
- Click into the audience title field to name your audience. You can always edit the audience's title later.
- Optional: type a description for the audience. You can use this field to communicate with other studio users about your audience - what is the audience, why it exists, who created it, etc.
- Optional: add tags. Use numbers and letters, and separate multiple tags with a comma. Consider using tags to find event-specific audiences, audiences that belong to you (use your own name!), or even add an initiative or campaign.
- After the audience has been named, click Save to save the audience.
Define Audience Membership Using Criteria
Entering Criteria
The attributes will always be available via a dropdown. The dropdown will only have certain options available for selection.
Basic Operations Using the Audience Builder
In the audience builder, select an attribute on the left and add the value on the right. The available attributes are standard to all communities, except the list under "Custom" which includes attributes that are unique to your community. Custom attributes can appear in your community due to your authentication set-up (SSO or User Verification) or imported files (the file name itself is a value).
Under the audience builder, you can use a dropdown or start typing the name of a value to define that filter.
You can apply criteria by using the following operators:
- ‘AND’
- ‘OR’
- 'IS'
- ‘IS NOT’
The right side menu "X total," displays how many users will be in the audience based on the current attributes and values.
Using the ‘AND’, ‘OR’, ‘IS’, and ‘IS NOT’ Operators
Sample Table of Users and Attributes
User | Is registered? | Role? | Registered this month? | Reachable via Mobile App? |
---|---|---|---|---|
Bob | Yes | Publisher | No | No |
Mei | No | Member | Yes | No |
Francisco | Yes | Publisher | Yes | Yes |
Sonali | Yes | Member | No | Yes |
The ‘AND’ operator means that all the users in the audience must meet each criterion you list. For example, if your query is:
then, referring to the sample table of users above, Sonali would belong to the audience.
Using ‘AND’ together with ‘IS NOT’ still means that both criteria must be true. For example, if your query is:
then Sonali would not belong to the audience because she meets only the first two criteria.
The ‘OR’ operator means that users that meet any one of the criteria are eligible. For example, if your query is:
then Mei and Sonali would both qualify.
Video
For visual learners, check out our video on how to create an audience.
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