How to Create an Audience using the Audience Builder Beta

Build targeted customer segments from your warehouse using the visual, no-code Audience Builder and sync them to downstream destinations.
Available Plans
  • growth
  • enterprise

This guide walks you through creating an audience using the visual Audience Builder.

Video walkthrough

Prerequisites

Before creating an audience, talk to your Data team to ensure you have a Data Graph in place.

1: Add a new audience

Navigate to Activate > Audiences and click Add audience.

Add audience

2: Select the data source

  1. Select a data source for the audience.
warning
You cannot change the data source after the audience is created. If you need a different data source, you will need to create a new audience.
  1. Provide a name and description for this audience.
  2. Confirm and click Create to create the audience with this base definition.
Set base definitions for the audience

3: Add the audience conditions

Click Add Condition to start defining conditions for the audience.

Add condition

You can add the following conditions to your audience:

Condition
Description
PropertiesFilter on columns of the data source directly
EventsFilter on timestamped event tables
RelationsFilter by the existence or aggregate of related entity records
AudiencesReference existing saved audiences for inclusion or exclusion

Add property-based conditions

  1. Click Add condition > Properties to add a new property-based condition.
Add property-based conditions
  1. Define a condition. Use the logical AND/OR operator to combine multiple conditions. You can also add a Where condition to further narrow the results.
  2. Click Calculate size to check the updated audience size.
Add property-based conditions

Add event-based conditions

  1. Click Add condition > Event to add a new event-based condition.
Add event-based conditions
  1. Select an event model.
  2. Define a condition.
  3. Click Calculate size to check the updated audience size.
Add event-based conditions

For details on behavioral filtering, see Audience Builder Reference.

Add relation-based conditions

info
Relations connect two entity models via a one-to-many relationship, while Events connect entity models to event models via one-to-many.
  1. Click Add condition > Relations to add a new relation-based condition.
Add relation-based conditions
  1. Define a condition. Optionally, add a Where condition to further narrow the results.
  2. Click Calculate size to check the updated audience size.
Add relation-based conditions

For details on relationship paths, quantifiers, and aggregates, see Audience Builder Reference.

Add audience-based conditions

  1. Click Add condition > Audiences to add a new audience-based condition.
Add audience-based conditions
  1. Select an existing audience to use as a filter.
  2. Specify whether customers should be a part of or should not be a part of that existing audience.
  3. Click Calculate size to check the updated audience size.
Add audience-based conditions

For details on audience nesting and exclusion lists, see Audience Builder Reference.

4: Verify and finalize the audience

  1. Click Calculate size to see how many customers match the final audience conditions.
  2. If you’re not satisfied, tweak the audience conditions and recalculate the size to see the impact.
  3. Click Save to finalize and save the audience — this triggers a final size calculation once again.

5: Sync to destinations

You can sync an audience to multiple destinations, each with its own refresh cadence.

See Syncs for details on how to connect an audience to a destination and activate it on a schedule.


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