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An Audience is a reusable group of people for journeys, broadcasts, newsletters, and follow-up. Build it from customer data that your team understands, then preview the count before using it.
What this guide helps you do
- Create a saved Audience for a business goal.
- Use customer fields, behavior, or People lists without handling internal delivery details.
- Preview membership before sending or starting automation.
Before you start
- Know the business purpose, such as new leads, recent buyers, inactive customers, or event registrants.
- Make sure Customer 360 fields and People lists are current enough for targeting.
- Confirm subscription and contact preferences before using the Audience for email.
Do it manually
- Open Audiences from Engagement or the customer workspace.
- Create a new Audience and give it a clear name.
- Choose rules based on customer fields, activity, People list membership, or other available signals.
- Preview the count and sample members.
- Save the Audience only after the preview matches your intent.
- Use the Audience in a broadcast, journey, newsletter, or review workflow.
Ask Faster AI
- Create an Audience for leads added in the last 30 days who have not booked a consultation. Show me the count before saving.
- Suggest useful Audiences for a service business using Customer 360 fields and recent form activity.
- Review this Audience and explain who is included in plain English before I use it.
Review before saving, sending, or starting
- Check the preview count and sample people before using the Audience.
- Confirm the Audience excludes unsubscribed or ineligible contacts when it will be used for email.
- Use a clear name and description so teammates understand what the Audience means later.
Common issues and fixes
- If the count is too large, add a narrower rule or use a People list.
- If the count is zero, check field names, dates, form mappings, and customer activity.
- If the Audience includes the wrong people, duplicate it and test the revised rules before replacing the original.
Audience segmentation strategy
For a practical way to choose starter Audiences, behavior-based segments, and one-time lists without overcomplicating targeting, read the customer segmentation article. Customer Segmentation for Small Teams: Send Less, Sell More.
Course marketing before recording
For which people to invite, survey, waitlist, or nurture before recording a course, read the course marketing article. How to Market Your First Online Course (Before You Record It).
Referral systems for local businesses
For why a proven-referrers audience can become one of the most valuable groups in a local business, read the referral strategy article. Referral Strategies for Local Businesses That Don't Feel Awkward.
Connected workflows
- Connect a form to an Audience or journey
- Send a newsletter
- Create a welcome journey
- Use customer activity for follow-up
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- Screenshot placeholder: add an annotated screenshot of create an audience with customer names, emails, counts, and private campaign data blurred.
- Video placeholder: add a short walkthrough that starts from Engagement, shows the manual path, then shows the review step before any journey, broadcast, newsletter, or sequence goes live.