You can choose how to build your audience by using the available filters.

Let’s take a look at each filter:

Customers taken into account are the ones with last delivered orders during the selected time-frame (for Shopify users, this means orders with Shopify status “fulfilled”).

You can select: last day, last 3 days, last 7 days, last 14 days, last 30 days, last 90 days, or a custom date.

Custom date allows a specific, fixed time frame selection. All the other options are dynamic and refer to past 24 hours, or past 24 X 3 / X 7 / X 14 / X 30 / X 90 hours. The audiences will be updated daily based on the new orders that are being mapped in Reveal as delivered.

Once you select Custom Date, the Custom Period filter will appear and you can make your date selection in the displayed calendar.

This filter works in combination with any other filter, except the filter by RFM Group. Use it to determine if to include in your audience only customers that have the other condition met for their last order, or for any of their orders from the selected time frame (all time, if "None" is selected for the filter by time period).

Select one or more options and then save your selection.

You can select a specific NPS Score or multiple scores.

Your selection could be for Promoters (NPS scores of 9 and 10), Passives (NPS Scores of 7 and 8), or Detractors (NPS Scores of 0 to 6). Make sure to save your selection.

First, select the category level. Then, either search for the category by typing the category name in the Search box or scroll through the list. Select one or more options and then save your selection.

Search for the brand by typing the brand name in the Search box or scroll through the list. Select one or more options and then save your selection.

Search for the product by typing the product name in the Search box, or scroll through the list. Select one or more options and then save your selection.

Search for the country by typing the country name in the Search box or scroll through the list. Select one or more options and then save your selection.

Search for the city by typing the city name in the Search box or scroll through the list. Select one or more options and then save your selection.

A very important filter is the Marketing consent. This filter can be enabled (green) or disabled (gray).

To be GDPR compliant, you can only advertise to a custom audience as long as you received marketing consent from the customers in that custom audience.

You can use one or multiple filters, keeping in mind that the number of customers in each audience will decrease with the increase of the number of filters applied.

Selecting multiple options in the same filter identifies customers that adhere to one or more of the selections. For instance, selecting the "Books" and "Furniture" categories would result in an audience for all customers that have purchased either Books or Furniture or both.

Comparatively, however, when using multiple filters, an "AND" type of rule is applied, where the customers need to belong to an overlap of the selected rules. For example, selecting the "Books" category and the "Lover" RFM Group filters, would result in having only customers that are both Books buyers, as well as part of the RFM Group Lover, included in the audience. Next, decide if you'd like to include in your audience customers from the RFM Group Lover that purchased Books only in their last purchase, or any of their purchases, by including a "Filter by" selection.

If you’d like to combine the Time Period and RFM Group filters, we recommend that you:

In the below example, you can see how to read the recency points:

In the below example you can see how to find the recency scores for the Lover RFM Group, in the RFM Score Mapping. Notice how the recency scores (in this example) are 4 and 5, meaning that some customers from the Lover RFM Group placed their last order between the last 30 and last 89 days, and others placed their last order in the last 29 days (as per the above recency points settings):

Here's a video tutorial on how to use the Audience Builder's filters.