Manage Audience Discovery

This article explains how to manage audience discovery.

The real-time visual representation of attributes in the interface provides insights into the behavior of your visitors. A live sampling of data displays visitors and attributes that meet your search criteria.

Use the interactive tools, as described in the following image and table, to define and filter your search. You can then use the presentation of matching visitors as a guide as you continue to narrow or broaden your query to reach the desired visitor segment and create highly defined, targetable audiences.

Labeled_Masked

The following table describes the functions of each area of the interface labeled in the above image:

Image Label Description
Toggle Between Audience Discovery and Audience Sizing Tabs Click to toggle between the Audience Discovery and Audience Sizing tabs
Expand or Collapse feature description Click to expand or collapse a brief description of the current feature, Audience Discovery
Select, Edit, Add, or Save an Audience
  • Select an Audience from the drop-down list and load that audience.

    The number of active queries per profile is limited to five.

  • Edit an Audience
  • Add a new Audience
  • Save an Audience
  • | |Current View| Click to view **Live** activity or **Historic** activity
    • The Live view can only be used for visit-scoped attributes.
    • The Historic view can only be used for visitor-scoped attributes.
    | | Select Perspectives | Click to search or select from All, Visit, or Visitor-scoped perspectives| | Hover to highlight perspective | Hover over any bar in the chart to highlight details about the perspective depicted by that bar| | Drill-down into details of perspective | Click one of the features listed to display further details about the perspective you are viewing.
    • Zoom In Provides a more detailed breakdown of the perspective. You can continue to "drill-down" by zooming into the results until exhausted.
    • Cross Tab Report Provides a detailed breakdown of the perspective in the same bar chart format.
    • View Attribute Definition__ Displays the attribute definition or definitions used to create the results displayed. You can optionally double-click on the attribute to display the edit screen to edit the attribute on-the-fly or delete the attribute.
    | |View, Edit, or Add Favorite Numbers| Favorites Numbers allow you to select specific metrics to display along the bottom of the screen. Only numeric values are allowed. From here, you can:
    • Click a **Favorite Number** that is already defined to view the properties
    • Add a new Favorite Number and define the properties to display
    • Delete an existing Favorite Number
    • Pin (overlay) Favorite Number results on the primary graph
    |

    Now that you understand the basic concepts and are familiar with the user interface, you can get started. This section describes the basic steps required to define your audience. Once you are comfortable with the basics, you can move on to editing, copying, and deleting audiences. From there you can learn how to create and save favorites for easy access and view your audiences from different perspectives. Use the steps outlined in the following sections to begin filtering and analyzing your visitor data.

    Add an audience filter

    Use the following steps to add a new audience filter:

    1. In the left sidebar, click AudienceStream > Discover.

    2. Click the plus sign (+) to the left of the Audiences drop-down list.

    3. Enter the conditions for your filter.
      Add Audience

      • Under Conditions, select a value from the drop-down list.
        In this example, Lifetime Visit Count is selected.
      • Select an Operator from the drop-down list.
        In this example, greater than is selected.
      • Select an Option from the drop-down list.
        In this example, Custom Value is selected.
      • In the blank field, enter the custom value.
        In this example, the number three (3) is used.
      • You can optionally add additional AND or OR conditions using the drop-down lists provided.
    4. Click Save.

    5. Click the Audiences drop-down list in the upper-right of the screen and select the Save tab.

    6. In the As a new audience field, enter a descriptive name for your audience.

      The name must not exceed 250 characters and must contain only ASCII characters (codes 0-127).

      In this example, the name Over 3 Visits is used.
      Save or Save As New Audience

    7. Click Save.

    8. Click Save/Publish to save and publish.

    Edit an audience filter

    Use the following steps to view your audiences filters and edit the settings to meet your needs:

    1. In the left sidebar, click AudienceStream > Discover.
    2. From the Audiences drop-down list in the upper-right corner of the screen, click the Load tab.
    3. Select an audience to view.
      Load Audience
      In this example, the Over 3 Visits audience you created in the previous step is selected.
    4. Click the pencil icon to edit the audience filters.
      The Edit Audience dialog appears.
    5. Edit the filter criteria to meet your needs.
      For example, change the custom value from 3 to 10.
    6. Click Save.
    7. Click Save/Publish to save and publish to the appropriate environments.

    Delete an audience filter

    Use the following steps to delete an audience filter:

    1. In the left sidebar, click AudienceStream > Discover.
    2. From the Audiences drop-down list in the upper-right corner of the screen, click the Load tab.
    3. Scroll down to select the audience to delete and click the adjacent X.
    4. From the Delete Audience dialog, click Yes.
      The audience filter is removed from the list of filters.
    5. Click Save/Publish to save and publish.

    View and adjust audience filters

    The unique views and actionable interface in Audience Discovery allow you to analyze your audience in real-time, using your attributes as a guide. This section describes how to view the ways in which your audiences are currently segmented and make any needed adjustments.

    Use the following steps to view and adjust audience filters:

    1. In the left sidebar, click AudienceStream > Discover.

    2. From the Audiences drop-down list in the upper-right corner of the screen, click the Load tab.

    3. Select an audience to view.

    4. Toggle between the Historic and Live views to gain insight about current visitors and visit behavior or behavior over a period of time.

      • Live
        The Live view is the default view and displays current activity.
        You can optionally drill-down into sections of the bars in the chart for a more granular view.
      • Historic
        The Historic view displays a drop-down calendar in the To and From fields that allows you to select a date range.
    5. You can optionally drill-down into sections of the bars in the chart for a more granular view and then use your learnings from one or more of the views to further fine tune your audience to meet your needs.

      • Zoom In
        The Zoom In feature defaults to the Badges perspective. From this perspective, you can filter by String, Number, Boolean, Badge, Funnel, or Date. After the display refreshes for a bar or column, clicking Zoom In uses a back-end algorithm to select the best possible subsection of the original perspective.
        Clicking Zoom In displays the detailed results shown below. In this example, the audience selected is Over 3 Visits and Zoom In is clicked on User - Known. You can continue to drill-down into the details of each bar in the display until the results are exhausted.
      • Cross-Tab Reports
        When selecting a report to display, the perspective is updated and the column display is refreshed. When a single cross-tab report contains multiple columns and only 1 column is selected, both the perspective and the filter is updated when you click to zoom into the subsection. A maximum of 10 cross-tab reports are allowed. Cross-tab reports use the same filtered options as used in Perspective.
        You can optionally click the Attributes Definition tab or Zoom In button to change your view without having to navigate back to the previous screen.
      • View Attribute Definition
        From this view, you can see the definition of the attribute used to filter the results. You can optionally double-click on the attribute to edit the current definition and add additional conditions without the need to navigate back to the primary interface.

      This perspective does not include Tally, Timeline, Visitor ID, or Set of Strings.

      From the Attribute Definition tab, you can assign badges and select operators and fields from which to extract data. For example, you can use an aggregate of purchase data to create a visitor lifetime value, or view the number of times a visitor has searched across multiple sessions. Attribute definitions are dynamically created by selecting a perspective or zooming in to view a specific audience.
      You can optionally click the Cross-Tab Reports tab or Zoom In button to change your view without having to navigate back to the previous screen.

    6. Apply changes or additional conditions and then click Apply to save.
      The screen displays results based on the new criteria.

    7. Click Save/Publish to save and publish.


     

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    This page was last updated: January 7, 2023