Build an audience to send to
Build a group of guests from conditions such as visits, tags, birthdays or email activity, preview who matches, then use it in campaigns.
3 min read · Updated
In short: click New audience, add a quick start or your own conditions, click Preview, then Save.
Build an audience
- Go to Marketing › Audiences.
- Click New audience.
- Type a Name you will recognise.
- Pick one of the Quick starts, such as Lapsed regulars (no visit in the last 90 days) or Birthday this month. Or click Add condition, pick a condition and fill in its details.
- Add more conditions to narrow it. A guest must match every condition.
- Click Preview. You need to preview before you can save.
- Click Save.
Audience examples
The conditions are grouped in Add condition. Some ideas:
- Joined between two dates: under Guest opt-ins, guests who opted in to email between two dates. Under Guest-venue activity: interactions, guests who first interacted with a venue between two dates.
- One venue: visit and interaction conditions let you choose the venues, so pick just that one.
- Did not open a campaign: Marketing interactions has conditions for guests who did or did not open or click a campaign.
- Birthdays, postcodes and email domains: look under Guest profile info.
- Leave a group out, or a small test list: tag those guests, then use Guest profile tags to include or leave out everyone with that tag. See tag a guest.
Combine two groups into one list
A guest must match every condition. One condition can hold several values, such as any of three tags, but there is no OR between conditions. To build an either-or list from separate groups, combine them with a tag:
- Save an audience per group, then export each one. See export your guest data.
- Re-upload the files as one import with a shared tag. Imports never duplicate guests. See import guests from a CSV.
- Build the audience on that tag with Add condition.
Booking types already tag the lead booker (Booking_BookingType: followed by the type's name), so everyone who booked a type is one condition.
Check it worked
It shows on Audiences with counts under Data, Email and SMS. The refresh button on its row updates them.
If it does not work
My audience is missing when I choose who to send to
When you create a campaign, Audience Provider decides which list it uses, and you cannot change it later. Audiences from New audience only show in campaigns made with Much simpler to use. Recommended. Campaigns made with Our older builder, being phased out. only list Classic Audiences. Create a new campaign with the recommended option. Duplicate keeps the old campaign's provider, so do not duplicate an old one.
I cannot save
A condition marked Needs setup is missing a value: open it and fill it in. Then click Preview again, as Save waits for a fresh preview.
Good to know
- Deleting an audience does not delete any guest data. If your menu shows only Classic Audiences, your account uses the older builder, marked Deprecated.
- To build an audience, use New audience and add the conditions yourself.
- You can make an audience from a campaign report too, from the guests who opened or clicked.
- To download one, click the three dots, then Export data. See export your guest data.
- Only Admin, Moderator and Marketing can see Marketing.
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