Starting Audience Creation
- Navigate to Audiences in the sidebar
- Click the Create button
- Select Create Audience from the dropdown
Audience Configuration
Basic Information
Caption: Enter basic audience information
Dynamic Audiences
Dynamic audiences use rules to automatically determine membership. Consumers who match the rules are automatically included. Advantages:- Membership updates automatically
- No manual maintenance required
- Scales with your customer base
- Behavioral targeting
- Loyalty-based access
- Attribute-based segments
Static Audiences
Static audiences contain manually-specified members. You control exactly who is included. Advantages:- Complete control over membership
- No rule complexity
- Easy to understand
- VIP lists
- Invite-only access
- Test groups
Creating a Dynamic Audience
- Set Type to Dynamic
- Click Add Rule to define membership criteria
- Configure rule conditions
- Save the audience
Rule Builder
The rule builder lets you define conditions:
Example rules:
- Email domain equals “company.com”
- Loyalty points greater than 1000
- Purchase count greater than 5
- Tag contains “VIP”
Creating a Static Audience
- Set Type to Static
- Choose how to add members:
- Search and add individually
- Import from CSV
- Save the audience
Adding Members Manually
- Use the search field to find consumers
- Search by email, name, or phone
- Click to add found consumers
- Repeat for additional members
Adding Members via Import
For bulk additions:- Click Import from CSV
- Upload a CSV with consumer identifiers
- Map columns to fields
- Confirm the import
Advanced Options
Audience Settings
Audiences define membership and eligibility. When multiple access paths could apply to a consumer, ordering is configured on the experience sequence, not on the audience.
External Identifiers
Link audiences to external systems:Saving the Audience
- Review all configuration
- Click Create Audience
- Wait for confirmation
Operational Follow-Up
After successful creation:- You’re redirected to the audience detail page
- For dynamic audiences, membership is calculated
- For static audiences, any imported members appear
Editing Audiences
To modify an existing audience:- Navigate to the audience detail page
- Edit any field directly
- Changes save automatically or via Save button
Changing Audience Type
Duplicating Audiences
Create a copy of an existing audience:- From the audiences list, open the actions menu
- Click Duplicate
- A new audience is created with “Copy of” prefix
- Edit the copy as needed
Use Cases
VIP Customer List
Type: Static- Create a static audience named “VIP Customers”
- Manually add your most valuable customers
- Use for early access to new products
High-Value Shoppers
Type: Dynamic- Create a dynamic audience
- Add rule: Total spend > $1000
- Audience automatically includes qualifying customers
Beta Testers
Type: Static- Create a static audience named “Beta Testers”
- Add team members and test users
- Use for testing new experiences before launch
Loyalty Members
Type: Dynamic- Create a dynamic audience
- Add rule: Loyalty tier equals “Gold”
- Members automatically sync as loyalty status changes
Best Practices
Before Creating
- Define your goal - Know who should be included
- Choose the right type - Dynamic for changing criteria, Static for fixed lists
- Check for duplicates - Avoid creating overlapping audiences
During Configuration
- Use clear names - Include key criteria in the name
- Add descriptions - Document the audience purpose
- Test rules - Verify dynamic rules match expected consumers
After Creation
- Verify membership - Check the member count matches expectations
- Test in experience - Create a test experience to confirm access
- Monitor growth - Track how dynamic audiences change over time
Troubleshooting
No Members Showing
For dynamic audiences:- Verify rule logic is correct
- Check that consumers exist matching the criteria
- Ensure operators are correct (equals vs. contains)
- Confirm members were added successfully
- Check the import completed without errors
Wrong Members Included
For dynamic audiences:- Review rule conditions
- Check for unintended rule combinations
- Verify AND/OR logic
Can’t Find Consumers to Add
When searching for consumers to add:- Verify the consumer exists in the system
- Try different search criteria (email, phone, name)
- Check for typos in search terms
Related Guides
- Membership Rules - Detailed rule configuration
- Import Consumers - Bulk import guide
- Audiences Overview - Managing audiences