Add Audience

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Getting Started - General Campaigns

From the Email Home Drafts area, you will see an option to Add Audience.

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Getting Started - Segmented Campaigns

From the Email Home Drafts area, you will see x/x Audiences Defined. Click on any of the Segmented Campaign links to move to Segmented Campaign Home.

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Click Add Audience. 

Add Audience - Inclusions

Click Add Audience.

CSV of IDs

  1. Click Upload CSV of IDs.

    Add_Audience.png

  2. Browse to find the CSV file and select it. The system will match to the IDs provided. No new records will be created.

    NOTE - You will need to put a header in cell A1. The system will ignore the value in A1. Only one column header is allowed.

    NOTE - Only one column of ID numbers is allowed.

    NOTE - The cap is 500,000 IDs per file.

    NOTE - The file name for each CSV file needs to be unique.

  3. The added file(s) will display in the box.

    CSV_File_Added.png


    NOTE - CSV of IDs can be combined with Segments and Email Lists. It cannot be used with Email Lists (Merge Fields).

  4. Validation will take place on the file. If the file was formatted correctly, the number of matched records will be shown. If the file wasn't formatted correctly, a message will display letting you know. A yellow message may display letting you know that no matches were found, even if the file was formatted correctly.

  5. Click Save.

Lists and Segments

NOTE - if there aren't any Lists or Segments displaying in the search/dropdown, please work with Lists and Segments (requires a special administrative right unless you are a Superadmin).

  1.  Use the Lists and Segments search/dropdown to select the List or Segment you want to use.

    Segment_Selection.jpg

    NOTE - Email List (Merge Fields) cannot be combined with any other Audience options (Email Lists, Segments, or CSV of IDs).

    NOTE - Only one Email List (Merge Fields) can be used per email. You cannot use multiple Email Lists (Merge Fields) for one email.

    NOTE - If using an Email List (Merge Fields) and pre-populate, the data shown in the Form/Event/Donation/Membership will be from the profile and NOT the Email List (Merge Fields). For example, if the name used in the Email List (Merge Fields) is Angie but the constituent record uses Angela, the Form will show Angela.

  2. The List or Segment will be added to the selection box.

    Segment_Added.png

  3. Click Save.

Add Audience - Exclusions

A checkbox for excluding records will be available if you are using a List, Segment, or CSV of IDs. It will not be available for Email List with Merge Fields.

  1. Check the box to exclude records.

  2. Pick the List / Segment or upload the CSV of IDs you would like to use for excluding records.

    Exclusions.png

    NOTE:
    You cannot add the same audience to the Inclusion window AND the Exclusion window.

    NOTE: Exclusions will trump inclusions.

    NOTE: When dealing with Exclusions, the Email List is the only method that will ensure that all records with the same email address will be excluded.

  3. Click Save.

Making Changes

Once an Audience has been set up for a General Campaign, the Draft wording will change.

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Clicking on Edit Audience will move you back to the Add Audience area for a General Campaign.

Refresh icon - clicking on the refresh icon will refresh the estimated Audience.

NOTE: the estimated Audience cannot be calculated if a Subscription Category has not been set.

NOTE: the estimated Audience factors in unsubscribes, invalid emails, audience exclusions, duplicate addresses, invalid format for email addresses, account disabled, deceased, preferred email is empty, spam report, and unknown.

NOTE: refreshing the estimated Audience will not refresh Lists and Segments Home.

NOTE: "updating" will show if the system is calculating the estimated Audience.

Once an Audience has been set up for a version in a Segmented Campaign, the draft wording will change for the version.

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Clicking on Edit Audience will move you back to the Add Audience area for a version in a Segmented Campaign.

NOTE: all versions must have an audience populated before the refresh option will appear.

NOTE: the estimated count at the bottom is a total of all the versions.

NOTE: if prioritization is turned on, a recipient in more than one version will only be counted once.

NOTE: the estimated Audience factors in unsubscribes, invalid emails, audience exclusions, duplicate addresses, invalid format for email addresses, account disabled, deceased, preferred email is empty, spam report, and unknown.

NOTE: refreshing the estimated Audience will not refresh Lists and Segments Home.

NOTE: "updating" will show if the system is calculating the estimated Audience.

 

 

 

 

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