Audiences

audiences are dynamic customer segments that convert millions of interactions and transactions into actionable intelligence, so your team can target, personalize, and measure engagement at scale audiences do not update in real time customer traits and audience membership are evaluated during a nightly (or multi day depending on the pos) data processing job this means that new customers (e g , loyalty signups or opt ins) or recent trait changes may not appear in audiences until after that overnight update completes however, some audience traits in docid\ bcrbfcoetju7 goim0yue will be near real time, so you can trigger a flow with a campaign to send right when someone new signs up for your loyalty program audience limits by plan all plans include 10 pre made audiences in addition, each plan supports the following number of custom audiences starter up to 10 pro up to 500 enterprise up to 1,500 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 docid\ vodhsmbsmjpflvbs zmhs for information about what data you can use to create the audience you want also see docid\ sif39xvewa wkicaxqgbd for some common options 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 export and 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 full detailed csv list including contact information and points balances note may not be available for all accounts, please use the chat widget in the bottom right of your aiq dashboard, and select the "request report" option that appears when you start a new converstion if it is not available to you 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 aiq audience glossary 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 opt ins (per channel) total number of contacts in aiq that meet the audience's criteria and are opted in to that channel cltv customer lifetime value of the audience calculation is aov purchase frequency 3 if you want a per year value, divide this number by 3 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 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 do archived audiences count towards my plan limit? no how do i create a custom attribute / trait? see docid\ ci9pmy08fwbc rbofpym 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 download a list of all my customers? option 1 use the existing "financial reporting" audience (not available for all accounts) navigate to customers > audiences search for the "financial reporting" audience download using the ( ) in the audiences table if the download option is not available request a download via the "request report" from the options when starting a new conversation in our chat widget option 2 create an audience of all customers & request report navigate to customers > audiences click create new audience add a name do not add any traits and click "forecast" save the audience request a download via the "request report" from the options when starting a new conversation in our chat widget 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 long does a created audience take to be available / load? typically about 10 30 minutes how do i upload an audience? see docid\ u53udjgtlb rkaqpjcfck , and once you've imported personas, an audience is automatically generated for those customers what time frame is the audience trait "likely to return soon" considering to be "soon"? the trait "likely to return soon" means a customer is expected to return in next 6 days to be considered "soon" why are categories missing from “most commonly bought category” in audiences? this is likely due to incomplete or incorrect category mapping from your pos system 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 why does my audience show a count of 0 (i expect it to have data), and how can i fix this? 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 typically takes about 10 30 minutes, 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