Use this step-by-step walkthrough on how to create and manage audiences. Audiences play a crucial role in targeting specific groups of people based on their behavior and preferences.
Tier 1: Can create up to three Audiences. Audiences can be deleted and replaced with new Audiences. The option to message clients is not included.
Tier 2 (Marketing Suite): Can create unlimited Audiences. Audiences can be created under the Audiences section and when creating an automation. Clients can be messaged directly under the Audiences section.
Getting Started: Creating Audiences (Outside of the Marketing Center)
You can create Audiences outside of the Marketing Center. When you create an Audience, you create a list of clients that meet the specific conditions you selected when creating the Audience. Audience lists update every 24 hours. If you have the Marketing Suite, you can send a message directly from an Audience list. Clients must be opted in to Text/SMS in order to receive a text when sending a message from an Audience list. Clients will always receive emails when sending messages from an Audience list.
To start creating an audience, follow these steps:
From the main navigation menu select Audiences
Choose + Create an audience
Choose a name and short description for your audience
Select a location to help with organization (Selecting a location does not mean only clients at the specific location will be included. It is for organizational purposes)
You are not required to select a location and can leave the location drop-down blank.
Conditions: Adding Conditions to Define Your Audience
You can add multiple conditions to create highly targeted audiences. However, keep in mind that the maximum number of conditions may vary depending on your Tier.
Tier 1: Two condition blocks
Tier 2 (Marketing Suite): Four condition blocks
Conditions act as triggers that determine whether someone fits the criteria to be included in the Audience. You Here's how to add conditions:
Select Add a Condition
Select a Condition Block and select the details under the condition block
To add additional conditions, select Add Condition Block
Once you select View contacts, the audience will be created
Currently, you can not auto-assign tags to Audiences.
Here is an example Audience that displays everyone who had their first visit yesterday and they booked using a drop-in:
Audiences and the Marketing Suite
When creating a Journey you can use a pre-existing Audience or create an Audience on the fly. A Journey is made up of one or more automations and each automation has an Audience. Creating an Audience when making an automation follows the same process as creating an Audience outside of the Marketing Suite!
Engaging with Audiences
Once you've created your audience, you can take actions to engage with them. Here are a few options:
Export the list of contacts within the audience for further analysis or external use.
Email or text message the contacts directly from the audience screen (available in Marketing Suite).
Use the audiences as part of one or more Journeys to create automations for specific audience segments.
There are numerous conditions and possibilities to explore within the audience creation process. Take some time to familiarize yourself with the different options available. Noteworthy features include contact stages, inactive or lost contacts, trial periods (introductory offers), personality types, and more. Each of these options provides unique ways to connect with and target your audiences effectively.