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Audience Builder in Real-Time Customer Data Platform

Built on top of ÃÛ¶¹ÊÓƵ Experience Platform, ÃÛ¶¹ÊÓƵ Real-Time Customer Data Platform is able to make use of the full Audience Builder capabilities that are a part of Experience Platform. The workspace provides intuitive controls for building and editing rules, such as drag-and-drop tiles used to represent data properties.

The Audience Builder within the Accounts section. {modal="regular"}

Fields fields

When using Audience Builder for accounts, you can use account attributes or existing audiences as your audience’s fields.

You can select the settings icon to adjust the settings for the displayed fields.

The settings icons is highlighted in Audience Builder. {modal="regular"}

NOTE
The Field options section is currently in beta, and is available only to select customers. Please contact ÃÛ¶¹ÊÓƵ Customer Care for more information.

The Settings section is displayed. In this section, you can update which fields are displayed as well as the relationship of the fields.

For the Field options, you can either show only the fields that contain data or the full XDM schema.

For the Relationship of fields, you can either use the standard relations for your organization or you can show the relation selectors.

The settings module is displayed. {width="300"}

Attributes attributes

The Attributes tab lets you browse Account attributes belonging to the XDM Business Account class, as well as opportunities and people-based attributes. Each folder can be expanded to reveal additional attributes, where each attribute is a tile that can be dragged onto the rule builder canvas in the center of the workspace.

The Attributes tab is displayed in the Audience Builder

When selecting an attribute, you can see summary data by selecting the information icon. The summary data includes information such as top values, an explanation of what the field is, as well as the percentage of accounts that contain values for this attribute.

A popover that displays a fully populated version of the summary data for an attribute. {width="300"}

If an attribute is populated by less than 25% of accounts, the data notice icon will be displayed instead. The same summary data will be displayed for the attribute, regardless.

A popover that displays a version of the summary data for an attribute when it's populated by less than 25% of accounts. {width="300"}

NOTE
Summary data is only available if the attribute belongs to the Account, Person, or Opportunity schema. Additionally, the top values are only displayed if the field does not contain too many different values and if those field’s values are commonly repeated.
This summary data is updated on a daily basis.

For a more detailed guide on the Audience Builder, read the Audience Builder user guide.

Audiences audiences

The Audiences tab lists all the people-based and account-based audiences available within Experience Platform.

You can hover over the information icon next to an audience to view information about the audience including its ID, description, and the folder hierarchy to locate the audience.

Information about the audience is displayed. {modal="regular"}

Rule builder canvas rule-builder-canvas

An audience created in Audience Builder is a collection of rules used to describe key characteristics or behaviors of a target audience. These rules are created using the rule builder canvas, located in the center of Audience Builder.

To add a new rule to your segment definition, drag a tile from the Fields tab and drop it onto the rule builder canvas.

The rule builder canvas with an added field. {modal="regular"}

For more information on using the rule builder canvas, read the Segment Builder documentation.

Containers containers

Audience rules are evaluated in the order they are listed. You can use containers to allow greater control over the order of execution, through the usage of nested queries.

For more information on containers, read the Segment Builder documentation.

Audience properties properties

The Audience properties section displays information about the audience including an estimated size of the audience. You can also specify details about your audience, including its name, description, and tags.

The audience properties section is displayed for the audience within Audience Builder. {width="300"}

The Qualified accounts indicates the actual number of accounts that match the audience’s rules. This number updates every 24 hours, after the segmentation job has ran.

The Estimated accounts indicates the approximate number of accounts based off of the sample job. You can update this value after adding new rules or conditions and selecting Refresh estimate.

The estimates section within the audience properties section is displayed. {width="300"}

You can select View accounts to see a sampling of the accounts that would qualify for the audience with the current rules.

The View accounts button is highlighted. {width="300"}

The Code view provides a text-based-code description of the audience’s rules.

The code view version of the account audience.

You can select Apply access labels to apply the relevant access labels for the audience. More information on access labels can be found in the managing labels guide.

The Apply access and data governance labels popover is displayed.

The rest of the audience properties section lets you edit details related to the account audience, including the name, description, and tags.

The details of the audience properties are displayed. {width="300"}

You cannot change the evaluation method for account audiences, as all account audiences are evaluated using batch segmentation.

Next steps next-steps

Audience Builder provides a rich workflow that lets you create audiences from your XDM Business Account data.

To learn more about Segmentation Service for customer profile data, please read the Segmentation Service overview.

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