Get started with ۶Ƶ Experience Platform audiences about-segments
An audience is a set of people who share similar behaviors and/or characteristics. Learn more about audiences in the ۶Ƶ Experience Platform Segmentation Service documentation.
Journey Optimizer allows you to build ۶Ƶ Experience Platform audiences directly from the Audiences menu, and leverage them into your journeys or campaigns.
Audiences can be generated using different methods:
-
Segment definitions: Create a new audience definition using ۶Ƶ Experience Platform Segmentation Service. Learn how to build segment definitions
-
Custom upload: Import an audience using a CSV file. Learn how to import audiences in ۶Ƶ Experience Platform Segmentation Service documentation.
-
Audience composition: Create a composition workflow to combine existing ۶Ƶ Experience Platform audiences into a visual canvas and leverage various activities (split, exclude…) to create new audiences. Get started with audience composition
-
Federated Audience Composition: Federate datasets directly from your existing data warehouse to build and enrich ۶Ƶ Experience Platform audiences and attributes all in one system. Please read the guide on Federated Audience Composition.
For more information on the use of Custom upload and Federated Audience Composition audiences in Journey Optimizer, refer to this section.
Target audiences in Journey Optimizer segments-in-journey-optimizer
You can select in campaigns and journeys any audience generated using segment definitions, custom upload, composition workflows or Federated Audience Composition.
You can leverage audiences in Journey Optimizer in different ways:
-
Choose an audience for a campaign, where the message is sent to all the individuals belonging to the selected audience. Learn how to define the audience of a campaign.
-
Use a Read audience orchestration activity in a journey to make all individuals in the audience enter the journey and receive the messages included in your journey. Let’s say you have a “silver customer” audience. With this activity, you can make all silver customers enter a journey and send them a series of personalized messages. Learn how to configure a Read audience activity.
-
Use the Condition activity in a journey to build conditions based on audience membership. Learn how to use audiences in conditions.
-
Use the Audience qualification event activity in a journey to make individuals enter or move forward in the journey based on ۶Ƶ Experience Platform audience entrances and exits. For example, you can make all new silver customers enter a journey and send them messages. For more on how to use this activity, refer to Learn how to configure an Audience qualification activity.
note note NOTE Due to the batch nature of audiences created using composition workflows, custom upload or Federated Audience Composition, you cannot target these audiences in an “Audience Qualification” activity. Only audiences created using segment definitions can be leveraged in this activity.
Use audiences enrichment attributes enrichment
When targeting an audience generated using composition workflows, custom (CSV file) audience, or Federated Audience Composition, you can leverage enrichment attributes from these audiences to build your journey and personalize your messages.
Here are the actions you can perform using audiences’ enrichment attributes:
-
Create multiple path in a journey based on rules that leverage the targeted audience’s enrichement attributes. To do this, target the audience using a Read audience activity then create rules in a Condition activity based on the audience’s enrichment attributes.
{width="70%" modal="regular"}
-
Personalize your messages in journeys or campaigns by adding enrichment attributes from the targeted audience in the personalization editor. Learn how to work with the personalization editor
{width="70%" modal="regular"}
accordion |
---|
Learn how to add enrichment attributes to a Field Group |
Detailed information on data sources is available in these sections: |
Audience evaluation methods evaluation-method-in-journey-optimizer
In ۶Ƶ Journey Optimizer, audiences are generated from segment definitions using one of three evaluation methods below.
The profiles list for the audience is kept up-to-date in real-time as new data flows into the system.
Streaming segmentation is an ongoing data selection process that updates your audiences in response to user activity. Once a segment definition has been built and the resulting audience has been saved, the segment definition is applied against incoming data to Journey Optimizer. This means that individuals are added or removed from the audience as their profile data changes, ensuring that your target audience is always relevant. Learn more
note note |
---|
NOTE |
Make sure to use the right events as streaming segmentation criteria. Learn more |
The profiles list for the audience is evaluated every 24 hours.
Batch segmentation is an alternative to streaming segmentation that processes all profile data at once through segment definitions. This creates a snapshot of the audience that can be saved and exported for use. However, unlike streaming segmentation, batch segmentation does not continuously update the audience list in real-time, and new data that comes in after the batch process will not be reflected in the audience until the next batch process. Learn more
If you know what evaluation method you want to use, select it using the drop-down list. You can also click the browse icon folder icon with a magnifying glass to see a list of the available segment definition evaluation methods. Learn more
After you have first defined an audience, profiles are added to the audience when they qualify.
Backfilling the audience from prior data can take up to 24 hours. After the audience has been backfilled, the audience is continuously kept up-to-date and is always ready for targeting.
Event usage with streaming segmentation streaming-segmentation-events-guardrails
Streaming segmentation is useful for real-time personalization with high-value use cases. However, it is important to choose the right events to use as segmentation criteria.
Consequently, for streaming segmentation optimal performance, avoid using the following events:
-
Message Opened Interaction Type event
When building your audience, the use of Message Opened interaction events became unreliable, because they are not actual indicators of user activity and can negatively impact segmentation performance. Learn why in this . Hence, ۶Ƶ recommends not using Message Opened interaction events with streaming segmentation. Instead, use real user-activity signals like clicks, purchases, or beacon data.
-
Message sent Feedback Status event
The Message sent feedback event is often used for frequency or suppression checking prior to sending an email. ۶Ƶ recommends avoiding it as it puts pressure on performance and may cause degradation of the system. Therefore, for frequency or suppression logic, use business rules rather than Message sent feedback events. Note that daily frequency caps for individual profiles will soon be available, complementing the existing monthly cadence for business rules.
Audience composition & custom upload FAQ faq
The following section lists frequently asked questions regarding the use in Journey Optimizer of audiences created with composition workflows and custom upload (CSV files).
Audiences from audience composition and custom upload can be targeted either from campaigns and journeys. Learn how to target audiences in Journey Optimizer
-
In Campaigns, these audiences appear in the audience picker after clicking the “Select audience” button.
-
In Journeys, you can use these audiences in a “Read Audience” activity during audience selection, and in a “Condition” activity for audience membership checks. However, due to their batch nature, these audiences do not appear in the “Audience Qualification” activity.
note note NOTE For custom upload audiences, if “Incremental read” is enabled in a recurring journey, profiles are only retrieved on the first recurrence, as these audiences are fixed.
Additionally, these audiences are available for use in the personalization editor to personalize your messages in journeys and campaigns. Learn how to work with the personalization editor
Enrichment attributes are additional attributes that are contextual and specific to an audience. They are not associated with the profile, and are typically used for personalization purposes.
Enrichment attributes are linked to an audience via an Enrich activity in audience composition or through the custom upload process.
Enrichment attributes from audience composition can be leveraged in the following areas. Learn how to use audiences enrichment attributes
- Condition activity (Journeys)
- Custom action attributes (Journeys)
- Message personalization (Journeys and Campaigns)
During the custom upload process, specify the CSV attribute to use as the identity and the profile identity it maps to. This establishes a link between the audience data and the profile. If the CSV file contains an identity value not found in the profile, a new profile is created with that identity value.
Detailed information on the custom upload process is available in ۶Ƶ Experience Platform Segmentation Service documentation.
Data in audiences from audience composition and custom upload is populated by the Audience Export Service (AES). AES reads profile attributes and audience membership, which it makes available to these audiences with the following timelines:
- Audience composition: Daily export (~24 hours)
- Cutom upload: Dedicated export job (~2 hours)
Any journey that utilizes an audience from audience composition or custom upload in the “Read Audience” activity will have profile attributes as fresh as the last batch evaluation. This includes consent/suppressions in the journey.
Additionally, enriched attributes in audience composition audiences are as fresh as the last composition run, which can be up to 24 hours in the past.
How-to video video
Learn about unified customer profiles and audiences in Journey Optimizer.