The Audience Explorer is a powerful tool that allows you to create, manage, and utilize segments of your customer or user data. With this feature, you can filter and organize your audience based on various criteria, such as personal details, campaign activity, bidding activities, and customer affinities. The segments are dynamic, updating in real-time according to the latest data, and can be customized, exported, and used to build targeted campaigns.
This guide will walk you through using Segments effectively.
Key Features:
Real-time Updates: Segments are continuously updated to reflect the latest data, ensuring you're always working with the most current information. Changes are updated every minute.
Filtering Options: You can filter segments based on customers' details, campaign engagement, bidding activities, and customer affinities, giving you fine-grained control over your audience. Make sure you use the right condition between the rules AND/OR. You can also create a new group to use different conditions inside a group vs. between different groups.
Segment Editing: Customize and refine segments as needed, adding or removing filters to match your campaign objectives.
Export Segments: Export your segments for further analysis.
Campaign Integration: Build targeted campaigns using the segments you create, improving the precision and effectiveness of your marketing efforts.
Using the Audience Explorer:
Accessing the Segment Builder
Go to the Customers page.
On the left, you will see the option to create new segment or edit existing segments.
Above it you will find a tab that includes the full list of segments, from which you can export the segment, edit it and create a campaign based on a segment.
Step 2: Creating a New Segment
Click on the "Create New" button.
Name your segment for easy identification. Note that segment names are unique.
Select the filters you want to apply to the segment. You can combine various filters for precise targeting, and combine different conditions if needed.
After you finish building the segment, continue to the review stage, and make sure that segment is accurate to your needs before saving it.
When creating a segment, be sure to explicitly define every condition you need in order to avoid mistakes.
Example: To create a group of all customers who didn't open campaign X, you need to create a segment of all the customers who received it AND did not open it; When creating a segment of (only) those customers who did not open the campaign, the segment will also include anyone who did not get and did not open and also anyone who did get and did not open.
Step 3: Editing a Segment
To edit an existing Segment, select it from the list of Segments.
Click on the Edit sign.
Adjust the filters as needed, adding or removing criteria to refine the segment and make sure to save changes.
Step 4: Real-time Updates
Your segments will automatically update every minute to reflect the latest data.
Step 5: Exporting Segments
Navigate to the Segments tab on the Customers page.
Select the Segment you want to export.
Look for the Export option on the right side of the page.
You can also export several segments at once by ticking the check boxes of the selected segments and using the Export button on the top right side of the page.
Step 6: Building Campaigns
Navigate to the Segments tab on the Customers page.
Select the segment you want to create a campaign for.
You will be redirected to the campaign editor, craft your campaign and launch it.
You can also create a campaign for segment/s from the campaign page, by creating a new campaign and using the segments filter in the campaign creation process.
By following these steps, you can effectively utilize the Audience Explorer feature to enhance your marketing efforts, ensuring your messages reach the right audience at the right time.