To create a new audience, first navigate to People>Audiences (or Newsletter>Audiences). Once on the Audiences landing page, click the blue "New Audience" button at the top of the page.
After you have given the audience a descriptive name, you will need to decide what criteria you would like to include. Go to the Include People Matching section and choose a user field from the dropdown menu. The list of user fields will be organized by category: Casework and Messaging, Tagging, Addresses, Default User Fields, and Custom User Fields.
Once a selection has been made, you will often be able to select a qualifier in the middle dropdown. If we chose Email as the user field, we would be able to select from the following qualifiers:
- Is Equal To - find an exact email address.
- Is Not Equal To - find email addresses that do not match.
- Is Like - find all Yahoo email addresses, all email addresses with the word Frank.
- Has A Value - find anyone with an email address.
- Does Not Have A Value - find anyone without an email address.
- Is Invalid - find email addresses that have been marked as invalid.
- Is Foreign - find email addresses outside of the US.
In the final box, you will be able to enter the specific information you want to match (zip code, correspondence form name, affiliation tag, etc.)
As you build your audience, if you want to see how many people fit your criteria just click "refresh" at the top of the page.
For many audiences, you might want more than one criterion. Add a new line by clicking the plus (+) button at the end of the row and follow the earlier steps for each new line you would like to include.
When you have multiple criteria, it is incredibly important to choose the correct joiner: "Any Of" (which means "or") or "All Of" (which means "and"). If you want to find people who are subscribers OR people who live in a certain zip code, "Any Of" is the proper choice. If we wanted people who are subscribers AND live in a certain zip code, "All Of" is the way to go.
You also have the ability to exclude criteria. In the Exclude People Matching section, choose the user field(s) you would like to remove from the audience.
If you want to ensure everyone in your audience lives in your district, you can use the "Restrict..." checkbox at the top of the page to include only the constituents with home addresses that fall in your district. You will automatically remove anyone with an address outside of the district, as well as anyone with an email address but no home address (as there is no way to verify that person resides in your district).
Because of the concept simplification inherent in this editor, not all audiences in our system can be edited with it. Those audiences that can’t use the main editor can be created using the “Advanced Editor.” You can find the link to the Advanced Editor at the top-right after entering the audience.
Similarly, you can also accomplish a number complicated audiences once reserved for the Advanced Editor by using our Composite (Nesting) Audiences feature (where you can include or exclude existing audiences from a new audience).
Pro-tip: It’s easier to add fields in the standard/basic audience editor. Prior to entering the Advanced Editor, we suggest you add all of your needed fields first (even if they’re not in the desired order), then click save. Re-enter your audience and activate the Advanced Editor. Since you already have your fields entered, you will only need to add the necessary groups to contain those fields.
Bear in mind that some changes made in the Advanced Editor will prevent you from henceforth editing the audience in question with the basic audience editor. In other words, the only way to go back to the standard audience editor (after entering advanced mode) is to edit your audience so that it only contains two groups (one inclusion and one exclusion).