Create an audience

Design and build your audience.

  This article describes the old Audience Builder experience. For the latest version, see Create an audience.

Audiences are a point-in-time group of customers based on dynamically updating customer attributes, event-based data, data science models, action affinity, and/or email lists filters. These filters can be used alone or in tandem with others to focus on your target customers.

Audiences can be created on their own to gauge size and reach potential, or can be associated with a campaign.

View an Audience

You can see all of your audiences in one place by navigating to The audiences icon. Audiences > All Audiences.

View all audiences.

  1. Visual indicator for which type of audience. The blue envelope indicates email audiences and purple phone indicates mobile.
  2. The audience name. You can click the name to view or edit the audience.
  3. The estimated size of the audience from the last time someone previewed and saved the audience.
  4. The audience size in the Audiences page does not update automatically, but the audience will always pull in the most up-to-date customers when used in a campaign.
  5. Displays a hyperlink to any campaigns where the audience is being used.
  6. The date the audience was last edited and saved.
  7. If View Insights is enabled, you can click and view audience insights.
  8.  If you click the ellipses, you can choose the following actions:
    1. Activate Insights, if it's inactive on the audience.
    2. Deactivate Insights, if it's active on the audience.
    3. Caution: For optimal website performance, activate up to 10 audience insights at a time. If you need additional audience insights, deactivate them on another audience and activate them on the new one.
    4. Duplicate audience, to make a copy of the audience.
    5. Copy to account, to make a copy of the audience in another namespace.
    6. Delete audience, to permanently remove the audience.

Create an Audience

You can create a near-limitless amount of unique audiences with the filters available, but there are two types of audiences most commonly created:

  • Abandoned series (includes cart, search, and product)
    • Used with Triggered Campaigns
  • Customers who have a category affinity for different brands or products
    • This audience can even include a division, such as men's or women's clothing
    • Used with both Promotional/Batch Campaigns and Trigger Campaigns

To create an audience, complete the following:

  1. Navigate to The audiences icon. Audiences > All Audiences. The Audiences list displays.
  2. Click + Create New Audience. The Audience Identifier dialog displays.
  3. Choose either email or phone and click Next. The Create New Audience page displays.
  4. If you want to use a pre-built template as your audience base, click Library. The Audience Library dialog displays.
  5. Choose your library and click Save. The dialog closes and the filter criteria is added to the audience.
  6. If you want to add additional filter criteria, click the filter and define the criteria. For more information on filters and their criteria, see audience filter criteria.
  7. When finished, click Preview Audience. A query runs based on your filters and, when complete, displays the number of customers in the audience.
  8. If you need to stop the query, you can click Stop Query at any time.
    Audience query.
  9. Once the query completes and you are finished, click Save Audience. The Save Audience dialog displays.
  10. You can only save an audience after you’ve previewed it.
  11. Enter in your audience name and click Save Audience. The audience is saved and available to use.

Duplicate or copy an Audience

If you need to create a new audience that's similar to an existing audience, you can duplicate it.

To duplicate an audience, complete the following:

  1. Click the ellipses on the audience you want to duplicate and click Duplicate Audience. The Duplicate Audience dialog displays.
  2. Update the audience name.
  3. When finished, click Duplicate Audience. The audience page is refreshed and the audience is duplicated.

If you use multiple namespaces, you can copy an audience into another namespace by completing the following:

  1. Click the ellipses on the audience you want to duplicate and click Copy to Account. The Copy Audience dialog displays.
  2. Click the namespace you want to copy the audience to and click Copy. The audience page is refreshed and the audience is copied.

Delete an Audience

You can delete an audience if you no longer need it.

Deleting an audience is permanent.

To delete an audience, complete the following:

  1. Click the ellipses on the audience you want to delete and click Delete Audience. A prompt displays.
  2. Click Delete Audience. The audience page is refreshed and the selected audience is deleted.

Filter your audience

  This article describes the old Audience Builder experience. For the latest version, see Create audience criteria groups.

This article contains information about Custom Email Lists and Custom SMS Lists, which is currently in early access and not available for general use at this time. This will be available in a future release.

If you are interested in being an early access client, reach out to your Customer Success Manager.

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.

Channel & eligibility

Email and SMS/MMS eligibility are customer-level attributes that ensure customers are getting the campaigns that they are permitted to receive.


When creating an audience, channel eligibility always includes both email and SMS/MMS eligibility statuses.

For more information on eligibility, see Understanding email eligibility and Understanding SMS/MMS eligibility.

If you only use Communicate Email, you will still see SMS eligibility options.This will not affect the audience.

If you do not include any eligibility statuses in the audience, the audience defaults to include all statuses. For more information on how to include all statuses, see Add all eligibility statuses.


The available statuses are:

  • Opted-in
    • The customer has given their explicit consent to receive either email or mobile communication.
    • Available for Communicate Email, Communicate Mobile, Advertise, and Site campaigns.
  • Known
    • The customer has been identified but has neither opted-in nor unsubscribed.
    • Available for the following campaigns:
      • Communicate Email
      • Communicate Mobile
      • Advertise
      • Site
  • 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.
    • Available for the following campaigns:
      • Communicate Email
      • Communicate Mobile
      • Advertise
      • Site
  • Not subscribed
    • The customer is either opted-in or known.
    • Available for the following campaigns:
      • Communicate Email
      • Advertise
      • Site

SMS/MMS eligibility for email audiences

Email campaigns can target customers based on their SMS/MMS eligibility. Customers may have multiple phone numbers associated with their Customer Profile, each with their own eligibility status. 

The customer’s overall SMS/MMS eligibility is determined by the eligibility of all phone numbers.

The following table represents how eligibility is treated if more than one phone number is associated with the Customer Profile. 

Email eligibility for SMS/MMS audiences

SMS/MMS campaigns can target customers based on their email eligibility. Customers can only have one email address associated with their Customer Profile.

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.

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.

 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. 

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

The channel preferences section uses a predictive, machine learning model to filter any audience by customers who prefer email, SMS/MMS, have no preference, or whose preferences are unknown.

Channel preferences are displayed on a linear bar, with the highest email preference at the beginning, no preference in the middle, and high SMS/MMS preference last.

 

 

To include customers who have one channel captured, select the option under Customers without a preference. The selection defaults to the type of audience you have created. 

 

For example, an email audience defaults to email and an SMS/MMS audience defaults to SMS/MMS.

This filter is only available 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.

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

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

Replenishment preferences must be turned on before using them. Contact your Customer Support Manager to discuss turning this feature on.

Custom Email Lists and Custom SMS Lists

Custom Email Lists are used for email audiences, and Custom SMS Lists are used for mobile audiences. Both types of lists are managed via import jobs.

Use this criteria group in your audience to target email or phone number lists.