Audiences

audiences gives your team the power to transform millions of customer interactions and transactions into usable intelligence how to create an audience navigate to customers > audiences click create audience fill the information choose an audience name that is easily searchable this is for internal purposes only see audience traits docid\ vodhsmbsmjpflvbs zmhs for information about what data you can use to create the audience you want the audience status will be set to on by default, this will allow it to start pulling personas into this audience see other optional audience settings below for more information review the forecasted audience size by clicking the forecast button if you add additional traits, you'll need to refresh the forecaster click on spot check for the following random sampling this will show you a randomized list of personas that are in the audience clicking the refresh button will generate a new, randomized list spot checker this tab will allow you to check whether specific personas are within the audience you will only be able to use their email or phone number when using either, they must be an exact match for phone numbers do not include parentheses, dashes, or spaces save optional audience settings include anonymous users anonymous users do not have a name, email, phone or other personally identifiable trait destinations that do not allow anonymous users will not be sent them modify points for contacts in this audience give the audience you create additional points for meeting the criteria you set after building the audience points modifiers description example multiplier whatever number you input in this field will multiply the number of points a customer in this audience will accrue set up a double points day by adding a "2" here boost points give customers that fall into this audience a specific number of points give customers an additional 500 points for spending x amount in a given month if you want to save this audience as a draft, set the audience status to off until you're ready to turn it on this will help avoid accidentally giving customers points before you're ready points modifier advanced settings be sure to set a start time and end time to restrict the points modifier to a specific time frame if you want this to only be available at certain times on certain days, use the restrict to happy hours section optional restrictions you can limit multipliers that occur with purchases that use these particular attributes, keep in mind that only 1 value can be used per field except for store ids and payment methods brand brand name of the actual product sku the unique identifier that is used for your inventory category flower, topical, etc payment method cash, debit, credit card, etc you can boost or reward customers who pay with any of the specified payment methods, regardless of which payment method they used at the pos store ids limited to the location(s) that the purchase was made at you will have to verify values that are coming through the pos to use these restrictions to work with your particular setup it is recommended to analyze an audience and check the order insights tab to see what is available filter data sources this audience should ingest records from select a specific data source if your goal is to create an audience from only a particular integration automatically send audience members to a data destination integration select a specific data destination if your goal is to push an audience to one of your connected systems (like pushing an audience as a list to a third party email provider) audience badge if a user is in a badged audience, we will show this badge within the staff view, native apps, web wallets, and in aiq ecommerce the user will lose this badge when they leave this audience open the audiences page and either edit an existing audience or create a new one under awarded badge, click select badge and upload the image you want to use as the badge save how to duplicate an audience duplicating an audience to useful if you're building off an existing audience and don't want to start from scratch navigate to customers > audiences click the more menu \[ ] in the table row of the specified audience click the documents icon to duplicate an audience this will open the audience builder with "copy of {{audience name}}" you can rename it to whatever you'd like and continue with other settings from there how to create an audience group navigate to customers > audiences click create group name the group select the audiences you want in the group using the plus (+) button click save how to analyze an audience navigate to customers > audiences click the more menu \[ ] in the table row of the specified audience there are several options for getting data about an audience beaker gives you all the insight our data analytics provides for this specific audience download export a detailed csv list including contact information and points balances star export a points report, per persona or per store barcode export a transactional report of sales made by contacts in this audience, by date range note when pulling multiple reports, you must wait till the first report is sent to your email before requesting another report multiple requests made at a time will cancel the previous requests and only fulfill the most recent network provides a way to export a referral report by personas in this audience audiences faqs can you set points multipliers with decimals like 2 5x? yes! the points multiplier feature supports decimal amounts if someone enters an audience with a points multiplier that's already on, does the multiplier apply to all their previous transactions? no they'll only receive the points multiplier for purchases made after they enter that audience if a persona is in two separate audiences which have point multipliers, will they fall into both of them? no if a customer is in two audiences with points multipliers, they'll only receive the higher of the two multipliers do audiences automatically archive after a certain amount of time? no, we do not auto archive any audiences how do i create a custom attribute? audiences that are not built around data pulled from the pos are called "custom" audiences whether it's "vip", "teachers", or "military"; you can create custom attributes for these audiences a few different ways discount groups from your pos if you have discount groups set up in your connected pos, aiq can use them to create custom audiences custom brand traits / discount groups > contains > {{discount group name}} make sure the discount group name spelling matches what you have set up in your pos after you create this audience in aiq, any contact added to the group in your point of sale will be automatically added to this audience adding a custom tag to a persona manually you can manually add contacts to a custom audience by adding a tag to their persona navigate to customers > personas find the desired persona and click "edit tags" create your custom tag and save navigate to customers > audiences add an audience with the following settings custom brand trait > dashboard > contains > {{tag name} it takes about 6 hours for the audience to populate with the personas who possess the tag adding a custom tag to a persona via file upload if you have a large list of personas you need to import, you can use the bulk import personas docid\ u53udjgtlb rkaqpjcfck here you can upload custom traits how do i target my most valuable customers? you can build an audience that's historically yielded higher than average spend and purchase frequency computed trait / avg ticket size > more than > {{dollar amount}} if you don't know where to start, use our data analytics tools to find metrics like avg checkout value and build out your ideal high value customer from there what customers should i avoid messaging? you can find customers that yield the lowest roi and exclude them from future campaigns low spend & frequency create an audience of customers that have less than average ticket sizes and monthly vists example computed trait / avg ticket size > less than > {{dollar value}} computed trait / mean purchase/month > less than > {{visit amount}} customers that don't read messages don't spend your dollars messaging customers that historically don't open them performed event / number of opened messages > less than > {{amount}} > in range > last 2 months how do i create a happy hour audience? navigate to customers > audiences and create new name the audience and add a requirement that is loyalty member is true under the points modifiers section, add your multiplier or boost value and expand the advanced section select the day of the week and times your want to restrict to happy hours click confirm you can segment the audience further if you wanted to only give customers who spend x amount on those days a points boost or multiplier by using the and where feature in the audience builder and adding additional trait layers how do i create a test audience? navigate to customers > audiences and create new for an email test audience, use the contact trait / email list trait for an sms test audience, use the contact trait / phone list trait create the test campaign, select one of the audiences from above, and publish to send a test campaign to specific contacts sending test sms campaigns may result in carrier blocking/filtration due to multiple receipts of "test campaigns" potentially being marked as spam and in turn, blocked you can always use the preview link to see what an sms campaign will look like in lieu of sending an actual sms test campaign how do i create a double points day? navigate to customers > audiences and click create audience add the audience trait, contact trait / is loyalty member / is true in the points modifiers section add a 2 next to multiplier optional restrict the multiplier to a specific brand, sku, or category add the time and day of the week you want the multiplier to be enabled click save how do i download a list of all my customers? exporting all personas at once is possible using aiq’s audience tools this method avoids manual page by page downloads 1\ export via a new audience navigate to the audiences page in aiq create a new audience with no traits selected click forecast to include all personas save the audience with your desired name 2\ using an existing audience many accounts can also use the financial reporting audience to export all personas locate the audience in the audience list 3\ downloading the data click the three vertical dots on the right side of the audience entry choose your download option csv informational download exports general persona information points download (star option) exports persona points data what if i have 2 ecommerce sources for online orders, can i differentiate between the 2 in my audiences? yes, you can create an audience "performed event/payment method > contains > "ecomname1" or "ecomname2" (replace with the name of you ecommerce provider) how do i target users who have installed the native app? aiq cannot see app downloads by user, you may be able to access that information in your apple/google accounts however, you are able to see native push opt ins with audiences using this criteria all customers where > native push opt in status > is true how long does a created audience take to be availabe / load? typically about 10 30 minutes aiq audience glossary audience id the unique identifier for the audience you can search by the id or the audience name in the top right search bar field audience name make this something identifiable to you and your team that speaks to the intended use of this audience this is internal only modifiers if you have a points modifier like 2x points enabled, an icon will appear in this column rocket = points multiplier line up graph = positive points boost line down graph = negative points boost audience size total number of contacts in aiq that meet the audience's criteria loyalty members the total number of loyalty members currently in the audience, since it was last sized text opt ins total number of contacts in aiq that meet the audience's criteria and are opted in to sms messaging email opt ins total number of contacts in aiq that meet the audience's criteria and are opted in (subscribed) to email messages voice opt ins total number of contacts in aiq that meet the audience's criteria and are opted in to voice drops push opt ins total number of contacts in aiq that meet the audience's criteria and are opted in to native push messaging cltv customer lifetime value calculated if a customer in this audience is active for 3 years created date and time the audience was first created in aiq last sized date and time the audience was most recently sized and updated to add new personas and remove personas who no longer meet the audience criteria cltv customer life time value of the audience how do i create an audience of customers who were won back this month? creating an audience of won back customers helps you analyze re engagement success and understand what drives returning loyalty aiq provides a predefined audience trait called “won back” that makes this process simple steps to create the audience go to audiences and create a new audience in the traits section, search for and select “won back ” ✅ note ensure you use “won back” (not “winback”) — it’s the correct trait name in aiq apply a time range filter , such as 0–30 days , to focus on customers who were re engaged this month save your audience it may take up to an hour for segmentation to complete exporting and reviewing data once your audience is ready navigate to the audiences list select the three dot menu next to your new audience choose one of the csv export options — either an informational report or a points report use filters (e g , date or activity type) in the csv to uncover insights into engagement, purchases, or re engagement trends key takeaway the “won back” audience trait allows you to easily identify customers who’ve re engaged within a specific time frame, giving you data to measure campaign effectiveness and loyalty recovery performance how do i find my top 5 customers based on spending? identifying your top spenders helps you recognize high value customers and tailor your loyalty or marketing strategies effectively aiq offers a few ways to pinpoint your highest spending personas using the audience builder and export tools option 1 use the “top 20% spender” trait go to audience builder in aiq add the trait “is a top 20% spender ” save and export the audience as a csv file review the exported data to identify your top 5 spenders from the list option 2 use a spend threshold create a new audience using the computed trait “total spent while loyal” → “more than” → enter a dollar amount try thresholds such as $5,000 , $10,000 , or $15,000 to see where your top spenders fall use the spot check feature in audience builder to refine and confirm which customers rank highest by total spend key takeaway while aiq does not currently display a direct “top 5” ranking within the platform, using traits like “is a top 20% spender” or filtering by total spent while loyal provides effective workarounds exporting the audience to csv allows you to quickly sort and pinpoint your top 5 spenders how do i create an audience of customers who are signed up for emails but haven’t made a purchase? to identify customers who have opted into your emails but have not yet made a purchase, you can build a custom audience using specific traits in aiq steps to create the audience open audience builder in aiq add the following contact trait “email opt in status” → is → true select the “and where” logic option to add a second condition “number of sales” → is exactly → 0 save the audience with your preferred name result this audience will include all customers who have opted into email communications but have not completed any purchases , allowing you to target them for first time buyer campaigns or special outreach efforts why are categories missing from “most commonly bought category” in audiences? if popular categories such as vape , cartridge , or disposable are missing from the most commonly bought category filter, it’s likely due to incomplete or incorrect category mapping from your pos system understanding the issue the most commonly bought category filter relies entirely on the category data imported from your pos if these categories aren’t mapped correctly, they won’t appear as options within aiq to verify what category data aiq is receiving navigate to the analytics tab (available for accounts with an analytics package) review orders by category to see a full list of categories synced from your pos use this report to confirm which categories are available for use in the audience builder alternative targeting methods if vape or disposable categories are not appearing, you can still effectively target these customers using alternative audience traits computed traits – identify purchase patterns or spending behaviors tied to specific brands or products brand based targeting – build audiences filtered by preferred brands product specific targeting – use sku level filters to pinpoint customers who purchased exact products best practice for the most accurate and reliable targeting, create audiences using brand or sku filters rather than relying solely on category data combine multiple criteria with and/or logic to capture customers who have purchased specific vape, cartridge, or disposable items why does my created audience show a count of 0, and how can i fix this? when creating a new audience in aiq, it’s normal to sometimes see a count of “0” initially the reason depends on where you’re seeing the zero value 1 audience preview shows “0” if your audience list preview shows “0,” this simply means the audience is still segmenting audience segmentation can take up to an hour , depending on the traits and filters used once segmentation completes, the audience count will update automatically 2 audience forecast shows “0” if you see “0” in the forecast section while editing your audience double check your traits and logic (and/or statements) to ensure they’re correctly defined verify that your data sources (e g , loyalty, contact traits, purchase history) include matching personas key takeaway a “0” audience count usually means your data is still processing or your filters are too narrow wait for segmentation to complete, and if the count remains “0” after an hour, review your audience filters for potential mismatches how do i upload an audience? to upload a csv file and create an audience, one must be logged in with an owner level user access, as each upload will also make an accompanying audience ensure that your csv file includes a column for unique identifiers like email addresses or phone numbers to avoid duplicates correct formatting of headers such as 'name' and 'points' is essential for a seamless upload bulk import personas (creates audience automatically) navigate to customers > personas and click add (+) select "bulk import personas " upload a prepared csv file containing well formatted headers (e g , 'name,' 'points') map your csv file’s columns to their respective fields in aiq ignore any unnecessary columns if needed review detected headers and confirm your selections before clicking "import personas " once completed, the points specified in your csv file will be allocated to the corresponding contacts in their profiles tips use the "main headers" option to ensure essential columns from the csv are handled accurately during mapping ensure clear, labeled headers like 'points' match their fields in aiq to avoid data mismatches when you import personas via csv, an audience is automatically generated for those customers if you upload points for customers who already have existing balances, the specified points will be added to their current balance instead of overwriting it how can i manage and identify customer groups within aiq’s loyalty program using audiences? aiq’s audience management tools let you segment, track, and identify customer groups within your loyalty program — including referral participants and loyalty members here’s how to manage both effectively identifying customers who received referral boosts if your referral bonus program uses aiq’s audiences feature, follow these steps open the audiences section go to audiences in aiq and locate the audience tied to your referral program run a customer export click the three vertical dots beside the audience and choose export customers the export will include all users who met your referral criteria and received the boost verify referral signups in a customer’s persona profile , open the general tab and check sign up urls to see if they joined via a referral link you can also review points history under the history tab to confirm awarded referral points for quick checks, use spot check in the audience builder to search for customers who meet referral criteria identifying loyalty program members for loyalty pro package users, aiq allows you to tag loyalty members for easy tracking create an audience for loyalty members in the audience builder , filter users who are part of your loyalty program assign a badge add a badge to that audience once applied, it will automatically appear on each customer’s persona profile note aiq currently does not provide direct referral badges — badges must be assigned manually through the audience builder best practice using badges and exports together gives you full visibility into who joined via referral links who received referral bonuses who is actively enrolled in your loyalty program this ensures your team can manage rewards, track member engagement, and deliver personalized experiences efficiently