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- | ====== Audiences ====== | ||
- | An Audience in Sentori is a custom segment of your contacts, created using the Audience Builder tool. The Audience is defined using simple rules, for example: | ||
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- | <code>Select all Contacts who are in Mailing List A and who are Tagged as Customers</code> | ||
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- | Audience can be simple or very complicated, including multiple AND/OR clauses. No programming experience is necessary in order to create an Audience. | ||
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- | ===== Audience Builder ===== | ||
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- | {{vimeo>117889686?750x423}} | ||
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- | Sentori's Audience Builder allows you to visually create custom segments of your contacts; for example, all contacts in Mailing Lists A and B but not C. The Audiences that you build can then be used to send emails to or to export the segmented data to an external source (Excel, your CRM, etc.) | ||
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- | Note: The feature requires no knowledge of programming, however its use is considered advanced and it is intended for users comfortable with managing their data. | ||
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- | To create an Audience, go to Contacts > Audience Builder. Once you have clicked to create an Audience and named it, the screen you are presented with prompts you to add a Query Group and Query. Doing so will then present you with a single Query Group containing one empty Query to start to build your Audience. | ||
- | ===== Creating a Query ===== | ||
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- | The first drop-down in a Query asks you to choose the type. You can select contacts by: | ||
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- | * Contact Field | ||
- | * Mailing List | ||
- | * Tag | ||
- | * Upload Group | ||
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- | It is possible to use combinations of Query Groups, Queries, and an Exclude Group, to create complex Audiences. | ||
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- | ==== Selecting Contacts by Contact Field ==== | ||
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- | The Audience Builder can select contacts based on your Contact Fields; for example, First Name, Last Name, or even custom fields that you have created. | ||
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- | * In the first drop-down, the Query type should be set to Contact Field. | ||
- | * The next drop-down allows you to select the field that you wish to select contacts by, for example First Name. | ||
- | * In the next drop-down you should choose the condition by which you wish to select contacts by. The options available are: equals, is not equal, contains, does not contain, starts with, ends with. | ||
- | * The final box that appears is a text field; in here you type the text that you wish to look for. | ||
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- | ==== Selecting Contacts by Mailing List ==== | ||
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- | The Audience Builder can select contacts by Mailing Lists that they are subscribed or not subscribed to. | ||
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- | * In the first drop-down, the Query type should be set to Mailing List. | ||
- | * The next drop-down allows you to choose the Mailing List that you wish to select contacts from. | ||
- | * The final drop-down has two options to select contacts by: subscribed and not subscribed. | ||
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- | ==== Selecting Contacts by Tag ==== | ||
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- | The Audience Builder is able to select contacts by the Tags that they have or do not have. | ||
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- | * In the first drop-down, the Query type should be set to Tag. | ||
- | * The next drop-down allows you to choose the Tag that you wish to select contacts by. | ||
- | * The final drop-down allows you to choose whether you select contacts who are tagged or not tagged. | ||
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- | ==== Select Contacts by Upload Group ==== | ||
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- | The Audience Builder can select contacts by the data imports that they were in (Upload Groups). | ||
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- | * In the first drop-down, the Query type should be set to Upload Group. | ||
- | * The next drop-down allows you to choose the data upload that you wish to select contacts by. | ||
- | * The final drop-down allows you to choose whether you wish to select contacts who are in or not in an Upload Group. | ||
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- | ===== Complex Audiences ===== | ||
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- | The Audience Builder can be used to create complex Audiences, for example using multiple AND / OR clauses to create advanced logic to segmentation. | ||
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- | ^ Clause/Type ^ Description ^ | ||
- | | AND | Queries inside a single Query Group are AND'd together; in other words, all of the Queries must be true in order for a contact to be selected. | | ||
- | | OR | An Audience can contain multiple Query Groups. Query Groups are OR'd; in other words, a contact can be selected if any of your Query Groups' criteria are met. | | ||
- | | Exclude Group | It is possible to always exclude contacts from your Audience -- irrespective of whether your Query Groups would otherwise select them -- by using an Exclude Group. Contacts matching its Queries are always excluded from your Audience. | | ||
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- | ==== Using the AND clause ==== | ||
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- | {{vimeo>117889973?750x423}} | ||
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- | ==== Using the OR clause ==== | ||
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- | {{vimeo>117890157?750x423}} |