Main article: Audience Page

By default, the Audience page will display all the customers that you have imported to your account (manually, via a CSV file, or through an integration).

If you need to filter the data and view only a subset of your audience, you can use the "Attributes" filter, and narrow down your list with customers based on such criteria as their country, company name, product name, signup date, etc.

Moreover, you can combine multiple filters for more targeted audience segmentation.

The attributes filter consists of one or more filter rules. A filter rule has three* elements:

  • Property name

  • Condition

  • Value

* Some properties will not require a value if your condition is "has any value" or "exists".

In order to build a rule, you need to choose a customer attribute. The attribute selector includes the following categories:

  • Customer tags;

  • Custom properties - these are the customer properties that you have created manually, or when importing your audience from a CSV file, via an integration, or using our API;

  • Organization - this is a default category that includes all the properties related to customers' companies;

  • Location - this is a default category that incorporates such properties as the customer's country, state, city, etc.

After you have selected an attribute you will need to choose a condition. Each property type has its own set of conditions. For instance, if the property stores a date such as "signup date", then you will have to choose from conditions like "the date is before or on", "more than or less than X days ago", and so on.

Finally, after you have selected a condition for the property, you will need to specify a value.

If you need to create a complex attribute filter based on multiple properties, then you can create additional rules.

Also, make sure to check the "all/any" general condition:

  • All - only customers that match all filter rules;

  • Any - customers that match any filter rule.

After you have set up your filters, click the "Apply" button and the Audience page will be updated to list only the segment of the audience that matches it.

If you have a large audience list then it might take up to a few seconds for the filter to apply.

When you have applied a filter, you will see a notification bar, which lists all the options used to filter your Audience page. You can also click the "Reset" button to set another filter.

Finally, you can save your most-used filters in order to increase your time-efficiency. Learn more.

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