Questions to answer
After reviewing this page, you should be able to answer the following questions:
What is the difference between library filters and filter criteria?
When should you use a library filter and when should you use filter criteria?
Which filters are available for email and which are available for mobile?
What are common considerations when building an audience?
Audience filters overview
Audiences have two types of filter criteria to shape your audience for what you need: library and filter criteria.
Library
The audience library has pre-set filter options that you can use as a base or on their own, and add additional filter criteria, such as frequency caps.
Blank
If you previously selected a library filter and want to automatically remove the criteria, click Blank.
Search abandonment
Customers who abandoned their search within a timeframe and have not browsed for products, added a product to their cart, or made a purchase since that time.
Cart abandonment
Customers who abandoned a product or products in their cart within a timeframe and have not made a purchase since that time.
Product Abandonment
Customers who browsed for products within a timeframe and did not add the products to their cart or make a purchase since that time.
Wishlist
Customers who added a product to their wishlist within a timeframe and have not made a purchase since that time.
Post purchase
Customers who made a purchase within a set timeframe
Price decrease
Customers who have interacted with a product that had a price decrease within a timeframe and did not purchase the product within the timeframe.
New arrivals
Customers who have interacted with products that are similar to newly added products within a timeframe, and the customer also has not made a purchase within a timeframe.
Back in stock
Customers who have interacted with a product within a timeframe and didn't purchase that product, and the product has come back in stock.
Filter criteria
Audience filter criteria can be used with a library filter or on its own.
Email Eligibility/SMS Eligibility
Both Email and SMS Eligibility identify a customer's subscription status and are used to preview audience segmentations.
The statuses determine which customers meet email eligibility criteria for certain email campaign types and ensure compliance with GDPR, CCPA, CAN-SPAM, and other consumer privacy laws.
The statuses are:
Status | Definition | Channel Availability | Promotional/Batch Campaign | Trigger Campaign |
Opted-in | The customer has given their explicit consent to receive either email or mobile communication |
| Yes | Yes, if selected in the account-level marketing settings |
Known | The customer has been identified but has neither opted-in nor unsubscribed |
| No | Yes, if selected in the account-level marketing settings |
Unsubscribed | The customer has chosen to no longer receive marketing email or mobile communication from you. This typically happens when the customer unsubscribes via an unsubscribe link in an email or preference center |
| No | No |
Not Unsubscribed | The customer is either opted-in or known |
| Yes, but only customers with opted-in status will receive the campaign | Yes, if selected in the account-level settings |
Any (All eligible statuses) | The customer has any eligibility status |
| Yes, but only customers with opted-in status will receive the campaign | Only known and opted-in, if selected in the account-level settings |
Customer Attributes
Customer attributes are details about a customer's profile that are collected using a site campaign, Bluecore integration, or data import.
You can collect as many attributes as you need, such as loyalty status, as well as the standard customer profile fields:
Email
Customer's email
First name
Customer's first name
Last name
Customer's last name
Birthday day
Customer's birth day
Birthday month
Customer's birth month
Customer behaviors
Audiences can be segmented based on customer behaviors, like their engagement with email and/or mobile or website product interactions.
There are standard behaviors that you can use, and custom behaviors can be created as needed.
Message interactions
Click email/SMS
A customer opens an email or reads a SMS/MMS from your company and clicks a link within
Received email/SMS
A customer receives an email or SMS/MMS from your company
Open Email
A customer opens an email from your company
Send Email/SMS
Your company sent an email or SMS/MMS to a customer
Site interactions
Search for product(s)
A customer clicks a category or types in a search term but doesn’t view a product page
Browse category
A customer views a product but doesn’t add to cart or purchase
Add product(s) to cart
A customer adds one or more products to their cart
Add product(s) to wishlist
A customer adds one or more products to their wishlist
Note: Add product(s) to wishlist must be configured first before it’s available for use. Contact your Customer Support Manager to get this set up.
Purchase products
A customer completes a purchase
Remove from cart
A customer removes one or more products from their cart
View cart
A customer views their cart
View product
A customer views a product
First identified date
A customer was first identified on your site
Engaged onsite
A customer engaged with a campaign, like clicking on product recommendations
Notify me back in stock (BIS)
A customer chose to be notified when a product was back in stock
Notify me coming soon (CS)
A customer chose to be notified when a product launches and is available for purchase
Product filters
Additional product attributes can be added as filters to narrow down which products a customer interacted with, for example by category or by color.
There are standard product fields that are on all products that can be leveraged for further filtering:
Id
The product's SKU
Name
The product's name
Price
The product's price
Created
The created date. In an audience, this is leveraged by selecting a timeframe the product was created after, in hours, days, weeks, months, or years
On sale
Indicator if the product is on sale
If true, the product is on sale. If false, the product is not on sale
Out of stock
Indicator if the product is out of stock
If true, the product is out of stock. If false, the product is in stock
Url
The URL to the product where it can be purchased
Image
The URL of the image
Some product filters, such as price or out of stock status, can be refined to use a time frame so it refines the audience by the value is at the time of the customer behavior event or at the time of the campaign send.
Note: Some product attributes, such as the created date, are only available to use at the time of the campaign send. These display with a lock icon.
If you need to capture more product attributes, you can create custom ones.
Channel Preferences
Channel preferences uses a predictive, machine learning model to filter audiences down by which customer prefers email, mobile, shows no preference, or whose preference is unknown.
See email or mobile channel preferences for more information.
Note: You will only see this filter if you use Bluecore for both email and SMS/MMS.
Static Email List
The static email list allows you to select a previously uploaded email list.
Note: The static email list filter is only available for email audiences.
Predicted Customer Lifetime Value
The predicted customer lifetime value (PCLV) targets customers based on the predicted total amount they may spend in the next two weeks. You can filter your audience by the top percentage, percentage range, or the bottom percentage.
Lifecycle Stage
The lifecycle stage filters customers down to their predicted lifecycle stage that’s based on their past activity. You can choose from the following lifecycle stages:
Non-buyers
Customers who have not yet made a purchase
Active buyers
Customers who have made a purchase within their typical buying cycle
At-risk buyers
Customers who are nearing the end of their typical buying cycle and who have not yet made a purchase
Lost buyers
Customers who did not make a purchase within their buying cycle and may never purchase again
Likelihood to Take Actions
Customers can be targeted by how likely they are to take the following actions in the next two weeks.
Likelihood to convert
How likely a customer is to make a purchase
Likelihood to unsubscribe
How likely a customer is to unsubscribe to email notifications
Likelihood to open
How likely a customer is to open an email
Likelihood to click
How likely a customer is to click a link within an email
Note: While these actions are email-based, they are available to use in mobile audiences.
Product Preferences
Using product preferences constructs an audience based on predictions about the products that customers are interested in.
Highest category preference
Target customers by their highest category preference within a defined list of categories
Highest category preference groups must be created first
Category preference
Target customers who have a preference to a specific product attribute, like color or size
Discount preference
Filters customers by their preference to purchase with or without a discount
Replenishment preference
Finds customers who purchased a product that is eligible for replenishment with a specific timeframe
Note: Replenishment preferences must be turned on before using them. Contact your Customer Support Manager to discuss turning this feature on.
What's next?
Sync an audience to Facebook, Google Ads, TikTok, and Criteo.