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Create an Audience
Updated over 2 months ago

Overview

Audiences are auto-updating datasets created by saving filtered views in the Web Visitors, Accounts, and People pages. Audience datasets contain all existing profile records that match your filter criteria and will automatically add new matching profiles that visit your website.

You can create multiple audience segments using different criteria and quickly see real-time updates by switching between datasets in the Audiences page.

Step 1: Select Filters

In the Web Visitors or Accounts pages, click Filters, then choose the parameters for the filter. You can add multiple filters to narrow down the list to only show profiles with very specific attributes.

You can also add filters and create an audience from the People section of the Accounts page or after opening an account's profile page.

The profiles listed in the People section are from identified accounts that were matched with your website visitors. It doesn’t necessarily mean every person listed has visited your website.

Step 2: Create an Audience

After setting up your filters, click “Actions”, then select “Create Audience”.

Step 3: Data Mapping

In the Create Audience screen, enter a new name for the audience segment. You can also add more filters in this step to exclude unwanted profiles from the audience report.

Under Extraction / Grouping, click Prefill to automatically populate the list with all the columns from the source report. You can click the - sign at the end of each attribute to remove columns. If a column is not in the list, it won't show up in the audience report.

You can also add columns manually by clicking Add Extraction / Grouping. Select which column to add, then choose a process from the dropdown.

If you don’t want to transform or modify the existing values in the column, simply choose No processing. In most cases where no processing is involved, you can leave the Derived Column field as is, so it just uses the same name as the column in the source report. Otherwise, you can enter a new name for the column once it’s created in the new audience report.

What Next?

Sona has built-in integrations with many third-party systems, such as CRMs and email sequencers, so you can sync data and automate your workflow.

To do this, you have to set up a Connector to establish the integration, then create a Destination to configure the data export settings for your Audience segments.

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