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Step 1. Create an input
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Overview
Step 1. Create an input
Step 2. Verify your input
Step 3. Set up your output
Step 4. Create a connection
Step 5. Verify your connection
Step 6. Track events
Step 7. Track user data
Step 8. Create a data plan
Step 1. Create an input
Step 2. Create an output
Step 3. Verify output
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Aliasing
Creating an audience begins with defining your use case, segmentation approach, and engagement strategy. To do this, consider the following questions:
Retaining users is crucial for the sustained success of a mobile application. By identifying and re-engaging inactive users, you can boost overall engagement and reduce churn.
Goal: Improve user retention by targeting users who have not opened the app in the last 7 days.
Segmentation Strategy: Identify users who have been inactive for a week but used the app actively within the previous month.
Engagement Strategy: Send personalized push notifications offering a discount or exclusive content to re-engage users.
Leveraging predictive analytics allows businesses to anticipate user behavior and proactively engage those most likely to convert, thereby optimizing marketing efforts.
Goal: Increase conversion rates by targeting users predicted to make a purchase in the next 7 days.
Segmentation Strategy: Utilize Predictive Audiences to identify users with a high likelihood of purchasing based on machine learning models analyzing past behaviors and interactions.
Engagement Strategy: Deliver personalized email campaigns featuring product recommendations or special offers to these high-likelihood purchasers.
Identifying subscribers at risk of churning enables proactive engagement strategies to maintain a stable subscriber base.
Goal: Minimize churn by identifying at-risk subscribers.
Segmentation Strategy: Identify users whose subscription renewal is within the next 30 days and who have decreased engagement (e.g., fewer logins or interactions).
Engagement Strategy: Offer these users tailored incentives such as a loyalty bonus or a discounted renewal rate to encourage continued subscription.
Once you have clearly defined your use case, it’s time to begin building your audience.
Individual audiences are contained within folders called Audience Strategies. The first step in creating a new audience is to set the configurations for this folder:
After saving your audience strategy configuration settings, you’ll enter the Editor. Here is where you can add, view, edit, and connect audiences.
Follow the steps below to create your first audience within this folder:
After you have added your first criteria, a number displays that represents the estimated audience size:
.
This estimate is based on a sample of data. As you continue to add criteria, you will see an estimated size for both individual criteria as well as for the whole audience.
Throughout the Audience creation process, you will see both preliminary and precise audience sizes.
Preliminary estimates are displayed before the audience has been fully calculated, and are denoted with a ~ character throughout the Audiences feature. When an Audience is created or edited, for example, preliminary estimates are shown to give an approximate idea of audience size.
Once an audience has finished calculating, the precise estimate will be displayed for that audience. This can take up to 20 minutes for the precise estimate to finish calculating.
Once you have created an Audience that you want to forward to an external tool for use in a campaign, click the Connect Output button in the Audience tile, then follow the steps to connect that audience to any of your connected outputs.
You can build criteria based on two main sources of data:
Event criteria check for specific events and their properties, and their availability is subject to the data retention policy of your account. Within the new criteria
option in the audience builder, the following options create event-based criteria:
Events
Ecommerce
Crashes
Installs
Uninstalls
Sessions
Upgrades
Screen views
These criteria check your active user profiles, and their availability is subject to the user profile retention policies of your account. Within the new criteria option in the audience builder, the following options create profile-based criteria:
campaign
and publisher
.Audience criteria can be created with several different data types, each with its own matching rules.
When building audiences based on string attributes, several case-insensitive matching rules can be applied:
"blue"
matches both "blue"
and "blue shirt"
. "blue"
matches "blue"
, but not "blue shirt"
. *
represents any number of characters, and ?
represents any single character. For example, "bl?e"
or "b*e"
would both match "blue"
. "Chicago"
in a list of movies returns "Chicago (2002)"
and "Chicago (1927)"
, but not "Chicago Cubs"
. "Chicago"
would return all movies with "Chicago"
in the title. Filters based on fixed calendar dates. For example, events occurring after 09/12/2018
. Date-based criteria are defined in UTC and are not relative to when the audience is calculated:
Defines a period relative to the current time. For example, users active within the last 7 days. Recency-based criteria select events occurring within a timeframe relative to ‘now’.
Attribution criteria segment users based on campaign interactions, such as app installs or re-engagements.
custom_attributes
. Note: All event criteria are subject to audience event retention limits.
Identity criteria segment users based on their stored identities. You can test for the existence of a specific identity or apply string-based logic. These criteria are scoped to the workspace in which the audience is created. For example, if your account has three workspaces, an audience in one workspace only includes users active in that workspace.
Location criteria allow segmentation based on geographic information.
For ecommerce events, you can target users who added items to their cart but did not complete a purchase.
Use Exists or Not Exists to check for the presence of an attribute.
Gender = "Female"
and Gender = undefined
. As you define your audience criteria, a list of suggested matching values will appear based on what you’ve entered.
This feature works both when building new audiences and fine-tuning existing ones, helping you save time, reduce manual effort, and improves accuracy. To use it, you must have one of the following standard Roles: User, Admin, Audiences-only, Support, or Admin+Compliance. Alternatively, you can create a Custom Role with any of the following tasks: audiences:draft, audiences:edit, catalog, or audiences.
Once you have added criteria, you can use the Boolean operators And, Or, and Exclude to create logical relationships with subsequent criteria.
Be mindful of your selected audience environment:
Audiences in Development display a badge in the Audience Strategy Editor, while Production audiences do not.
By following these steps and best practices, you can build and activate audiences that align with your business objectives, enabling more targeted user engagement and monetization strategies.
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