Audience Actions

  • Updated

You can edit, export, duplicate, target, or delete each audience with the help of the actions menu.

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To EDIT an audience:
  1. Click ••• to the right of the audience to open the actions menu.
  2. Select Edit.
  3. Adjust the conditions, then click Save.
To DUPLICATE an audience:
  1. Click ••• to the right of the audience to open the actions menu.
  2. Select Duplicate.
  3. Enter a name for the duplicated audience, and click Confirm.
  4. Adjust any conditions and then click Cancel or Save on the top right to cancel or save the duplicate audience.
To DELETE an audience:
  1. Click ••• to the right of the audience to open the actions menu.
  2. Click Delete.
  3. Confirm that you want to delete by clicking Yes, delete.
To EXPORT an audience:
  1. Click ••• to the right of the audience to open the actions menu.
  2. Click Export.
  3. Click Go to Exports on the popup to navigate to the Exports window. Your audience export will be available as soon as it has processed.
    Note that only administrators can export audiences. This is because audiences contain personally identifiable information like names and email addresses.
To TARGET an audience:
  1. Click the "•••" button to the right of the audience to open the actions menu.
  2. Click "Target this Audience."
  3. This will navigate you to the page where you can create a new campaign, with the chosen audience pre-populated.

 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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