Audience Portal overview
Audience Portal is a central hub, within ۶Ƶ Experience Platform, that allows you to view, manage, and create audiences.
Within Audience Portal, you can accomplish the following tasks:
To open Audience Portal, select the Browse tab within the Segmentation section.
Audience list list
By default, Audience Portal displays a list of all the audiences in your organization and sandbox including the profile count, origin, created date, last modified date, tags, and breakdown.
Quick actions quick-actions
Next to each audience is an ellipsis icon. Selecting this displays a list of available quick actions for the audience. This list of actions differs, based on the audience’s origin.
On the top of the page are options to add all audiences to a schedule, import an audience, create a new audience, and view a summary of the audience evaluation.
Toggling Schedule all audiences will enable scheduled segmentation. More information on scheduled segmentation can be found in the scheduled segmentation section of this user guide.
Selecting Import audience will let you import an externally generated audience. To learn more about importing audiences, please read the section on importing an audience in the user guide.
Selecting Create audience will let you create an audience. To learn more about creating audiences, please read the section on creating an audience in the user guide.
You can select Evaluation summary to display a pie chart that shows a summary of the audience evaluations.
The pie chart appears, displaying a breakdown of the audiences by audience evaluation. The chart displays the total number of audiences in the middle, and the daily batch evaluation time in UTC at the bottom. If you hover over the different parts of the audience, it will display the number of audiences that belong to each update frequency type.
Customize customize
You can add additional fields to Audience Portal by selecting
Draft, Inactive, and Published. More information about lifecycle statuses, including what the different states mean and how to move audiences to different lifecycle states, read the lifecycle status section of the Segmentation FAQ.If breakdown is selected, the display shows a bar graph outlining the percentage of profiles that belong to each of the following calculated profile statuses: Realized, Existing, and Exiting. Additionally, the breakdown shown on the Browse tab is the most accurate breakdown of the segment definition status. If this number differs with what is stated on the Overview tab, you should use the numbers on the Browse tab as the correct source of information, since the Overview tab numbers only update once per day.
After you select the fields you want to display, you can also re-size the width of the displayed columns. You can either do this by dragging the area between the columns or by selecting the
Filtering, folders, and tagging manage-audiences
To improve your work efficiency, you can search for existing audiences, add user-defined tags to audiences, put audiences in folders, and filter the displayed audiences.
Search search
You can search your existing audiences in up to 9 different languages with Unified Search.
To use Unified Search, add the term you want to search in the highlighted search bar.
For more information about Unified Search, including supported features, please read the Unified Search documentation.
Tags tags
You can add user-defined tags to better describe, find, and manage your audiences.
To add a tag, select Manage tags on the audience you want to tag.
The Manage tags popover appears. On this popover, you can either select a categorized tag or an uncategorized tag.
After adding all the tags you want to attach to the audience, select Save.
For more information on creating and managing tags, please read the Managing Tags guide.
Folders folders
You can place audiences within folders for better audience management.
To create a folder to hold your audiences, select Create folder.
A popover appears, letting you name your newly created folder. Select Save after naming your folder to finish creating the folder. Please note that names must be unique to the parent folder.
To move an audience into a folder, select Move to folder on the audience you want to move.
The Move audience to folder popover appears. Select the folder you want to move the audience to, then select Save.
Once the audience is in a folder, you can choose to only display audiences that belong to a specific folder.
Filter filter
You can also filter your audiences, based on a variety of settings.
To filter the available audiences, select the
The list of available filters is displayed.
Bulk actions bulk-actions
Additionally, you can select up to 25 different audiences, and perform various actions on these audiences. These actions include moving to a folder, editing or applying a tag, evaluating audiences, applying access labels,and deleting.
When you apply bulk actions to audiences, the following conditions apply:
- You can select audiences from different pages.
- You cannot delete an audience which is being used in a destination activation.
- If you select a filter, the selected audiences will reset.
[Limited availability]{class="badge informative"} Flexible audience evaluation flexible-audience-evaluation
Flexible audience evaluation lets you run a segmentation job on demand. Choose the audiences you want to have evaluated and select Evaluate audiences.
- All the audiences must have an origin of “Segmentation Service”.
- All the audiences must be evaluated using batch segmentation.
- All the audiences must be people-based audiences.
- The audiences can only be activated to destinations in Platform.
- You can only select a maximum of 20 audiences.
The Evaluate audiences on demand popover appears, displaying the list of audiences that will be evaluated with the on-demand-segment job. If an audience is ineligible to be evaluated on demand, it will automatically be removed from the evaluation job. Confirm that the listed audiences are the ones you want to be evaluated.
After confirming the correct audiences are listed, you can proceed with the request, and the flexible audience evaluation will begin. You can view the status of this audience evaluation in the evaluation job monitoring view.
Audience details audience-details
To see more details about a specific audience, select an audience’s name within the Browse tab.
The audience details page appears. On the top, there is a summary of the audience, information about the qualified audience size, as well as destinations the segment is activated for.
Audience summary audience-summary
The Audience summary section provides information such as the ID, name, description, origin, and details of the attributes.
Additionally, you are given the option to activate the audience to a destination, apply access labels, or edit/update the audience.
Selecting Activate to destination lets you activate the audience to a destination. For more detailed information on activating an audience to a destination, please read the activation overview.
Selecting Apply access labels lets you manage the access labels that belong to the audience. For more information on access labels, please read the documentation on managing labels.
Selecting Open composition lets you view your audience in Audience Composition. For more information about Audience Composition, please read the Audience Composition UI guide.
Selecting Update audience lets you re-upload an externally generated audience. For more information on importing an externally generated audience, please read the section on importing an audience.
Selecting Edit audience lets you edit your audience in the Segment Builder. For more detailed information about using the Segment Builder workspace, please read the Segment Builder user guide.
Selecting Edit properties will let you edit the basic details of the audience, such as the name, description, and tags.
Audience total audience-total
For Platform-generated audiences and compositions, the Audience total section shows the total number of profiles that qualify for the audience.
Estimates are generated by using a sample size of that day’s sample data. If there are less than 1 million entities in your Profile store, the full data set is used; for between 1 and 20 million entities, 1 million entities are used; and for over 20 million entities, 5% of the total entities are used. More information about generating estimates can be found in the estimate generation section of the audience creation tutorial.
Ingestion details ingestion-details
For audiences with an origin of Custom upload, the Ingestion details section shows both the profile total, as well as details of the dataset the externally generated audience was ingested into.
Activated destinations activated-destinations
The Activated destinations section shows the destinations that this audience is activated for.
Profile samples profile-samples
Underneath is a sampling of profiles that qualify for the segment, detailing information including the Profile ID, first name, last name, and personal email.
The way data sampling gets triggered depends on the method of ingestion.
For batch ingestion, the Profile store is automatically scanned every fifteen minutes to see if a new batch was successfully ingested since the last sampling job was run. If that is the case, the Profile store is subsequently scanned to see if there’s been at least a 5% change in the number of records. If these conditions are met, a new sampling job is triggered.
For streaming ingestion, the Profile store is automatically scanned every hour to see if there’s been at least a 5% change in the number of records. If this condition is met, a new sampling job is triggered.
The sample size of the scan depends on the overall number of entities in your Profile store. These sample sizes are represented in the following table:
More detailed information about each Profile can be seen by selecting the Profile ID. To learn more about a profile’s details, please read the Real-Time Customer Profile user guide.
Scheduled segmentation scheduled-segmentation
Once audiences have been created, you can then evaluate them through on-demand or scheduled (continuous) evaluation. Evaluation means moving Real-Time Customer Profile data through segment jobs in order to produce corresponding audiences. Once created, the audiences are saved and stored so that they can be exported using Experience Platform APIs.
On-demand evaluation involves using the API to perform evaluation and build audiences as needed, whereas scheduled evaluation (also known as ‘scheduled segmentation’) allows you to create a recurring schedule to evaluate audiences at a specific time (at a maximum, once daily).
Enable scheduled segmentation enable-scheduled-segmentation
Enabling your audiences for scheduled evaluation can be done using the UI or the API. In the UI, return to the Browse tab within Audiences and toggle on Schedule all audiences. This will cause all audiences to be evaluated based on the schedule set by your organization.
Schedules can currently only be created using the API. For detailed steps on creating, editing, and working with schedules using the API, please follow the tutorial for evaluating and accessing segmentation results, specifically the section on scheduled evaluation using the API.
Creating an audience create-audience
You can select Create audience to create an audience.
A popover appears, letting you choose between composing an audience or building rules.
Audience Composition audience-composition
Selecting Compose audiences takes you to Audience Composition. This workspace provides intuitive controls for building and editing audiences, such as drag-and-drop tiles used to represent different actions. To learn more about creating audiences, please read the Audience Composition guide.
Segment Builder segment-builder
Selecting Build rule takes you to the Segment Builder. This workspace provides intuitive controls for building and editing segment definitions, such as drag-and-drop tiles used to represent data properties. To learn more about creating segment definitions, please read the Segment Builder guide
Federated Audience Composition fac
In addition to audience compositions and segment definitions, you can use ۶Ƶ Federated Audience Composition to build new audiences from enterprise datasets without copying underlying data and store those audiences in ۶Ƶ Experience Platform Audience Portal. You can also enrich existing audiences in ۶Ƶ Experience Platform by utilizing composed audience data that has been federated from the enterprise data warehouse. Please read the guide on Federated Audience Composition.
Importing an audience import-audience
You can select Import audience to import an externally generated audience.
The Import audience CSV workflow appears. You can select a CSV file to import as an externally generated audience.
After selecting the CSV file to import, a list of sample data is shown for this externally generated audience. After confirming that the sample data is correct, select Next.
The Audience details page appears. You can add information about your audience, including its name, description, primary identity, and identity namespace value.
When importing the externally generated audience, you must select one of the columns to be the primary identity field and specify the namespace value. Please note that all the remaining fields will be considered payload attributes. These attributes are considered non-durable, as they will only be associated with this audience for purposes of personalization, and are not connected to the profile.
You can also optionally add some extra details to your externally generated audience, including giving it an ID, defining its merge policy, or editing its column data type.
- It must start with a letter (a-z or A-Z), underscore (_), or a dollar sign ($).
- All subsequent characters can be alphanumeric (a-z, A-Z, 0-9), underscores (_), or dollar signs ($).
After filling in your audience details, select Next.
The Review page is displayed. You can review the details of your newly imported externally generated audience.
After confirming the details are correct, select Finish to import your externally generated audience into ۶Ƶ Experience Platform.
Next steps
After reading this overview, you should be able to use Audience Portal to effectively manage, create, and import audiences into ۶Ƶ Experience Platform.
For more information on using the Segmentation Service UI, please read the Segmentation Service UI overview.
To find out frequently asked questions about Audience Portal, please read the frequently asked questions.