Manage and build audiences

Transcript

Hello and welcome. In this video, we will learn how to build and manage audiences in Adobe Campaign web user interfaces. Here are the learning objectives. We will start off with understanding what audience mean. We will see how to manage and monitor audience. We will create audience and we will see how to select audience and build one-time audience for your deliveries. Finally, we will also look into how we can create audience from a file for e-mail delivery. In order for you to access audiences, log into your application, navigate to the left navigation rail under Customer Management, click into audiences. Here, you will find a list of predefined audiences. In addition, you can monitor and maintain your audiences in Explorer, Profiles and Targets, and List. In addition, you can also manage the permissions for each of the folders that you create here. Let’s navigate back into audiences. On the audience landing page, you would see a list of predefined audiences. Please make a note of the origin column. Audiences can originate from multiple sources. This column indicates where the audience has been created. If you want to search for a specific audience, you can use the simple search or else you can use the advanced search by clicking into the show filter here. You can query on the origin column Adobe Campaign. These audiences are created in Adobe Campaign V8 console, Adobe Experience Platform. These audiences are created within Adobe Experience Platform and are integrated into Campaign web using the source and destination integration provided by Adobe Experience Platform. Along the same lines, Adobe Campaign Web UI. These audiences are created within the Web Campaign user interface. In addition, you can restrict your search to a specific folder by picking up a folder. When you click into add rules here, you can use the query modeler and build your own filtering criteria. To get more information on an audience, let’s open a list. The audience properties displayed here along with the number of profiles included in the audience. You can refresh the audience count at any time using the calculate button. The data tab allows you to visualize the profiles that are part of the audience. You can customize this view by adding more columns or leveraging the advanced filters to refine the displayed data. We also have more actions button here that gives you the option to duplicate or delete this particular audience. Now, let’s navigate back into audiences to create audience. In order to create audience, hit the create audience button located in the top right corner here. A new workflow is automatically created as you can see here, allowing you to combine activities to generate your audience. By default, as you can see, the canvas contain two main activities. The build audience activity is the starting point of your workflow, allowing you to create an audience and use it as a foundation for your workflow. The next activity here is the save audience activity that represents the final step in your workflow, enabling you to save the result as a new audience. For better readability, we recommend changing the name of the workflow in the workflow settings. Yeah, similarly, open the build audience activity, change the name here as well, and then create your audience. When you try creating the audience, you can use the query modeler to define the population to include in your audience by filtering data contained in the database. Here, I’m just creating a small filter. Once you create your criteria or author your criteria, you can immediately see your target profiles. You can save this particular filter as a predefined filter for later use, or you can select a predefined filter as a criteria in filtering your audience. We are not doing any of this, but let’s go to the next step. But let’s go with this particular audience criteria. Once I confirm, you will see the criteria being called out under the edit audience. Now I can go back to the save audience. And select the update method. Here you can see replace audience with new data and complete audience with new data. The difference here is quite simple. When there is an audience listed with this particular name already in the database, when you use replace, it completely replaces that particular audience and populates the new set. When you choose a method, complete audience with new data, it would not replace the audience, but any incremental data that the system sees would be updated onto this particular audience that is already existing in the database. Now, once you’re done configuring, you can save your audience. And once you save your audience, you can start the workflow. As you can see, the workflow ran and the audience is created. Let’s navigate to audiences. And search for the audience list that we just created. Here it is. Now that you have created the audience, let’s try and use this particular audience list in a delivery. I’m navigating to deliveries. Let’s create a new delivery. When I create a new delivery, I am selecting email as a template. Now, when I create a delivery in the properties section of the email delivery, I see audience and in audience I can select the audience set. Here I am presented with three options, selecting an audience, creating your own audience, and selecting from a file. Select from audience. When I use this particular option, I can pick up the audience that I have just created. I can hit the reset button to get back to the other options. I can create my own audience list for this particular delivery. When I choose this particular option, I am presented with query modeler. I can use the query modeler to author my own criteria. And this is one of audience list that I am creating and the scope of this audience list is only confined to this particular delivery. Now the other option that I have is select from file. And this particular option is only available for deliveries with channel as email and this is not available for other channel deliveries. Let me quickly show you how this is done. You select a file. When I select a file, I get the preview of the file. I get the size of the file that I am uploading. And what is important here is you need to select an address field from the columns of the file. Once you do that, you can confirm and that’s how you set audiences from a file for a given delivery. Another important thing here is you can use control groups as well. Control groups is not enabled for select from file audience, but it is available for the other two options. When I reset, you can see that this particular section is active again. So when I select audience or when I create my own audience list, this option is available. When I enable control group, I have an option to select audience or create my own audience as part of the control group. As you know, control groups are a population of audiences that you want to put aside from your main audience list so that you can measure the effectiveness of your deliveries or the campaign. That said, you’re all set to launch your campaigns. Happy campaigning. Thank you for watching.