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audiences [2014/12/20 11:41] 127.0.0.1 external edit |
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| ===== Audience Builder ===== | ===== Audience Builder ===== | ||
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| + | {{vimeo>117889686?750x423}} | ||
| 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.) | 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.) | ||
| 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. | 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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| - | ===== Tutorial ===== | ||
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| - | {{vimeo>51130066?large}} | ||
| 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. | 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. | ||
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| ===== Creating a Query ===== | ===== Creating a Query ===== | ||
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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. | 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. | ||
| - | - In the first drop-down, the Query type should be set to Contact Field. | + | * 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. | + | * 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. | + | * 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. | + | * The final box that appears is a text field; in here you type the text that you wish to look for. |
| ==== Selecting Contacts by Mailing List ==== | ==== 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. | The Audience Builder can select contacts by Mailing Lists that they are subscribed or not subscribed to. | ||
| - | - In the first drop-down, the Query type should be set to Mailing List. | + | * 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 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. | + | * The final drop-down has two options to select contacts by: subscribed and not subscribed. |
| ==== Selecting Contacts by Tag ==== | ==== 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. | The Audience Builder is able to select contacts by the Tags that they have or do not have. | ||
| - | - In the first drop-down, the Query type should be set to Tag. | + | * 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 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. | + | * The final drop-down allows you to choose whether you select contacts who are tagged or not tagged. |
| ==== Select Contacts by Upload Group ==== | ==== 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). | The Audience Builder can select contacts by the data imports that they were in (Upload Groups). | ||
| - | - In the first drop-down, the Query type should be set to Upload Group. | + | * 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 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. | + | * The final drop-down allows you to choose whether you wish to select contacts who are in or not in an Upload Group. |
| ===== Complex Audiences ===== | ===== Complex Audiences ===== | ||
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| | 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. | | | 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. | | | 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 an Exclude Group ==== | ||
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| + | {{vimeo>117890311?750x423}} | ||
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