An audience is a saved selection of clients or leads by their attributes, for example "active clients without a phone". Build it once and then pick it as recipients in scenarios and one-off mailings instead of setting up filters again.
Where to find it
Sidebar -> Marketing -> Audiences. Available to managers and above. The Client audience and Lead audience buttons create a new one.
How to build an audience
- Enter a name and choose who you are collecting: Clients or Leads. An audience has only one kind.
- Choose how conditions combine: ALL conditions match (AND) or ANY condition matches (OR).
- Click Condition: pick a field, an operator and a value. For example Phone -> is empty or Status -> is one of -> Active.
- Every condition has a not checkbox that inverts it (not "Status -> Active" means everyone except active ones).
- The Group button adds a nested group with its own AND or OR: for example "active AND (category Agent OR has tag VIP)".
- The Exclude block removes from the result everyone matching any condition in the block.
- On the right you immediately see how many match, how many of them have an email, and the first 20 people. Click Save.
Manual members
Below the conditions there is a block with two lists:
- Added manually. These clients or leads are always in the audience, even if they do not match the conditions. Find the person in the search field (it finds both Cyrillic and Latin) and click them. If there are no conditions at all, only manually added entries are in the audience.
- Excluded manually. These people are never in the audience. Exclusion wins over everything: even if the person was added manually or matches the conditions. Every row of the list on the right has an exclude button.
Remove a person from a list with the cross next to them. Each list holds up to 500 entries. Changes apply after Save.
Which audiences a client belongs to
On a client or lead card, on the Information tab, the Audiences block shows which audiences the person is in and why: by conditions, added manually or excluded manually. Its buttons let you Exclude the person from an audience, Remove them from the manual list, Restore them, and Add them to another audience. The block is visible to managers and above.
CSV export
On the page of a saved audience the Download CSV button exports its members: type, code, name, email, phone, status, manager and email status. The file opens in Excel. The dropdown next to it has Only with email, without unsubscribed. An export holds up to 5000 people. Every export is written to the journal.
Available attributes
- Clients: name, full legal name, email, phone, type, status, manager, preferred language, category, website, headquarters, scale, services, tag, product, deal status, has deals, creation date.
- Leads: name, company, email, phone, status, manager, preferred language, tag, converted to client, creation date.
Text has contains, equals, is filled, is empty (the "contains" search finds both Cyrillic and Latin). Dates have after, before, in the last N days.
An audience is calculated at the moment of use, it does not store a list of people. A new client who matches the conditions joins it automatically.
Where to use
- Scenarios. In a scheduled scenario, in the Audience block choose the source Saved audiences and tick one or several. Recipients are merged without duplicates, and both clients and leads enter the scenario. See Mailing scenarios.
- One-off mailings. On the To step choose From an audience and tick audiences. You can review the list and untick individual people. See Client mailings.