Creating & Managing Audiences

An Audience is a dynamic segment of your contact list defined by filters. Audiences are used to target customers in Campaigns or to trigger automated Workflows.

Dynamic Membership

Audiences are dynamic. Contacts are automatically added or removed from the segment when their attributes change and match the filter criteria.

1. Creating an Audience

1. Go to Contacts → Audiences.
2. Click + Create Audience.
3. Name your segment (e.g. Premium Customers - US).
4. Set your filter rules:
   • Fields: Filter by standard fields (Country, Created Date) or custom context keys (membershipTier, purchaseCount).
   • Operators: Use operators like equals, contains, greater than, or is set.
5. Click Apply Rules to preview the matching contacts.
6. Click Save.

2. Using Audiences

Once saved, your audience segment can be used for:

• Campaign targeting: Select this segment when launching outbound email or WhatsApp campaigns.
• Workflow automation: Trigger actions (like assigning an account manager) whenever a contact joins this audience.