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Audience Filters Overview
Audience Filters Overview

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

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™, and 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™, and 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™, and Site™

No

No

Not Unsubscribed

The customer is either opted-in or known

Email, Advertise™, and 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™, and 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 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

If you want 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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