Managing Audiences

Saving an audience

Saving an audience is a 2 step process. You need to verify the data first, then save the audience. The process is same for visual and SQL audience.

Saving an audience will open data preview to verify the audience data. This will have a preview of certain number of users, with size of the audience displayed.

In case of SQL audiences, you also need to choose the output column which has User ID, so that Sortment can use it to reference users in Campaigns.

Audience Manager

From the audience manager, you can get a snapshot view of all the created audiences and their freshness details:

1. Audience name: Name of the audience with the description

2. Audience size: Count of number of unique users in the audience. Actual reachability of an audience may be less than this count.

3. Last run: Time of latest run and its corresponding status. In case of failure, it is highlighted here.

4. Created: Creation information with timestamp and name of the user who created this audience

5. Modified: Modification information with timestamp and name of the user who modified this audience

Duplicate flow

Since audiences can have interdependencies different objects in Sortment like Campaigns and Flows, there is no edit flow.

After creating an audience, you can clone it by opening the horizontal three-dot menu and clicking Duplicate.

This opens a new audience creation page where you can:

• edit the duplicate audience's configuration

• give it a custom name and description