Audience Management
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      Managing segments with Org-level Audience

      Centralize and streamline audience lists across all series

      Org-level audience management allows you to create audience lists and use them across different series. You can view, segment, and manage your audiences at the organization level and easily reuse your audience in any series. You also have the flexibility to create audience private or public audience lists based on your user level and package.

      💡 Essential customers have access to org-level segments with only public lists only. 


      Table of Contents: 

      1. How to create an org-level segment via CSV upload
      2. How to create an org-level segment via Existing Recipients
      3. How to update a segment
      4. How to apply an org-level segment to a series
      5. How to manage audience settings
      6. How to view series usage
      7. How to create a segment using Filtered Segments
      8. Org-level audience management FAQs

      1. How to create an org-level segment via CSV upload

      • Navigate to “Audience” located on the far left menu bar.
      • Select the “Import CSV” button to quickly upload your CSV.
      • Or select the “New segment” button >  “CSV” > upload your CSV.
      • Once your segment is created, you can view/manage its recipients and manage which HQ users have access to the segment. 
        • A segment can either be Public or Restricted depending on your package.
        • Public - Any member in the org can pull this segment into their series
        • Restricted - Only admins/owners and members with permission to access audience management, and users specifically designated to access this segment can pull this segment into their series.

      💡 Any updates made to segments at the org-level will then propagate down to those segments on the series level.

      2. How to create an org-level segment via Existing Recipients 

      • Navigate to “Audience” located on the far left menu bar.
      • Select the “New segment” button to create a new segment.
      • Click “Existing recipients” to create a segment from individual existing recipients or existing segments. 
      • Once your segment is created, you can view/manage its recipients and manage which HQ users have access to the segment. 
        • A segment can either be Public or Restricted depending on your package.
        • Public - Any member in the org can pull this segment into their series
        • Restricted - Only admins/owners and members with permission to access audience management, and users specifically designated to access this segment can pull this segment into their series.

      3. How to update a segment

      • Navigate to “Audience” located on the far left menu bar.
      • Select the "Segments" tab and click the segment you want to update. 
      • Here you can add/remove recipients, update segment access to public or restricted, give collaborators access to the segment, and upload a CSV of new recipients directly in the segment. 

       

      To remove a recipient, select the check box for the recipient you would like to remove, and hit "Remove recipient." 


      To add a recipient, click "Add recipients" and search and select the new recipient. 

      To upload a CSV of new recipients, click the 3 vertical dots and select "Update via CSV." 

      To change the segment access, use the toggle to update the segment to public or restricted. 

      To add users to a restricted group, navigate to the "Permissions" tab and click "Add access" to give collaborators access to the segment. 

      4. How to apply an org-level segment to a series

      • Navigate to your series and click the “Series Audience” tab then select “Manage recipients.” 
      • Select “Import segments” and choose which segments you would like to add. 
      • Then hit “Add recipients.” ✅

      5. How to manage audience settings 

      Admins and owners can manage segment settings through the segment “Settings” page. Through this page admins and owners can: 

      • Select the default segment access for any new segments created. 
      • Do a one-time update to change all segment permissions for existing segments. 

      6. How to view series usage

      To view a list of series that a segment is currently in:

      • Navigate to the “Audience” button located on the far left menu bar.
      • Search for the segment and navigate to the "Series count" column. 
      • Click the envelope icon to view series usage for that specific segment. 

      7. How to create a segment using Filtered Segments

      🛠️ How it works:

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      1. Import Attributes

      • Admins and members with permission can access the org-level “Audience” page, including the “All recipients” page.
      • On the “All recipients” page, select “Add recipients” to upload a CSV with attributes in additional columns. Example CSV provided in modal.
      • Yes, but: Orgs with in-house Azure that have opted in for attributes to sync will not have to complete Step 1.

      2. Build from filter

      • Select “Create a segment” and the “Build from filter” option.
      • The “Filter” panel will open on this page, and you can choose the attributes to filter on.
      • When you’re done building the filters, you can name and save the segment at the bottom of the panel/ 

      3. Filtered Segment details

      • Select the Filtered Segment on the pop-up that appears or search for the Filtered Segment on the Segments page.
      • This Filtered Segment is considered “Active” meaning it will automatically refresh and update as new data becomes available.
      • New data provided = additional CSV upload, or for Azure customers Filtered Segments will auto update nightly.

      4. Pull Filtered Segment into Series

      • After you create a Filtered Segment, you can add it to your Series Audience by selecting “Import Segments”
      • Search for the name of the Filtered Segment or sort the Source column by “Active Segments”
      • Any changes to a Filtered Segment will also impact the Series Audience.

      8. Org-level audience management FAQs

      Which packages include org-level audience management?

      • Essential customers will receive org-level audience management with public segments only. Essential customers will not be able to restrict segments or grant members an all-access pass to audience management. 
      • Advanced/Premier customers will receive access to the full feature, including the ability to restrict segments

      What if I already have segments set up at the series level?

      • Those segments will remain associated with your series and will also appear in the org-wide segment view.

      Can I still create a segment within my series?

      • Yes, that works the same.

      How do Owner/Admin/Member roles intersect with this?

      • Owners/Admins can see all the “Audience” tab and view/manage all segments in their org.
      • Members can see the “Audience” tab and view/manage all segments in their org with proper permissions. Permissions are managed in “Settings” > “Users”. See more information on managing member permissions here.

      Is a new segment Public or Restricted by default?

      • For Advanced/Premier customers, the default is restricted.
      •  For Essential customers, default is public since restricted does not apply. 

      Can I change the default segment setting?

      • Yes, Owners/Admins can set the segment setting default to restricted or public in the “Segment settings” tab.