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Filter your Audience
Filter your Audience

Learn more about library and filter criteria within audiences

Updated over a week ago

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.

The library filters modal, which displays the nine pre-set filters

  • 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

  • Email

  • Mobile,

  • Advertise

  • Site

Yes

Yes, if selected in the account-level marketing settings

Known

The customer has been identified but has neither opted-in nor unsubscribed

  • Email

  • Mobile

  • Advertise

  • Site

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

  • Email

  • Mobile

  • Advertise

  • Site

No

No

Not Unsubscribed

The customer is either opted-in or known

  • Email

  • Advertise

  • Site

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

  • Email

  • Advertise

  • Site

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

    • Customer's birthday

Customer date attributes can reference specific or relative dates so you can send more precise campaigns based around birthdays, loyalty membership date, or other dates captured on the Customer Profile.

For example, you could send out a birthday campaign the month before a customer’s birthday, a birthday email on their actual birthday, and a follow-up one month after.

Additional date filters include but are not limited to:

  • Before or after a specific date, such as customers who signed up for a loyalty account before 1/1/2025.

  • Before or after a relative date, such as two days ago or two weeks from now.

  • Between a relative timeframe, such as between three to four weeks from now, such as loyalty points that expire in three to four weeks.

  • A date that recurs on the day of the current, next, or previous month, regardless of the year.

Note: Dates and times display in your local timezone, and are stored in UTC in Bluecore.

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.

Behavior

Definition

Behavior Type

Email Audience

Phone Number Audience

Click email

A customer opened an email and clicked a link within it.

Message

Click SMS

A customer read an SMS/MMS and clicked the link within it.

Message

Received email

A customer receives an email from your company.

Message

Received SMS

A customer received SMS/MMS.

Message

Open email

A customer opened an email.

Message

Send email

Your company sent an email to a customer.

Message

Send SMS

Your company sent an SMS/MMS to a customer.

Message

Search for product(s)

A customer clicked a category or types in a search term but didn’t view a product page.

Site

Browse category

A customer viewed a product but didn’t add to cart or purchase.

Site

Add product(s) to cart

A customer added one or more products to their cart.

Site

Add product(s) to wishlist

A customer added one or more products to their wishlist.

Note: This must be configured first before it’s available for use. Contact your Customer Support Manager to get this set up.

Site

Purchase products

A customer completed a purchase.

Site

Remove from cart

A customer removed one or more products from their cart.

Site

View cart

A customer viewed their cart.

Site

View product(s)

A customer viewed a product.

Site

First identified date

A customer was first identified on your site.

Site

Engaged onsite

A customer engaged with a Site campaign.

Site

Notify me back in stock (BIS)

A customer chose to be notified when a product was back in stock.

Site

Notify me coming soon (CS)

A customer chose to be notified when a product launches and is available for purchase.

Site

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

  • 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.

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