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audiences [2015/01/27 08:46]
ian [Using the EXCLUDE clause]
audiences [2017/07/26 08:24]
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-====== Audiences ====== 
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-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}} 
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-==== Using and Exclude Group ==== 
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-{{vimeo>​117890311?​750x423}}