Contact details
Review the contact information and audience context before choosing the next communication.
Audiences
Build contact segments and manage communication preferences
An audience suited to each campaign
Prospects and customers can be grouped by interests, purchases or relationship stage using the information in your workspace. Consent and exclusions stay with each contact. Choose the criteria that fit your message and channel before preparing the campaign.
Prepare audiences with clear selection rules
Segment size, consent information and exclusions show who is included and why. Your team has the details needed to check an audience before using it in a campaign.
Audience size
The segment count shows how many contacts match your current selection rules.
Consent dates
Identify consent records with upcoming expiry dates and plan the appropriate follow-up.
Segment criteria
Review the selection rules so the team understands why contacts belong to an audience.
Excluded contacts
Keep suppression and exclusion reasons visible when reviewing who should receive a campaign.
Keep audience membership understandable
Contact details, communication preferences and the recorded basis for contact explain audience membership. Review tasks and reminders help prepare any updates before the next campaign.
Consent records
The contact’s preferences include the recorded opt-in and its relevant dates.
Communication basis
Review how the audience is distributed across the recorded bases for communication.
Segment updates
Assign a refresh or review before using an audience for the next campaign.
Contact follow-up
Schedule the next conversation or preference check for a specific contact.
See how to prepare more relevant audiences
Explore a contact segment, its selection criteria and the checks before a campaign.
How teams use it
Examples of how this can fit into daily work.
Questions and answers
Segments use the contact and business information in your workspace, such as location, interests, purchases or relationship stage. The criteria you define determine which contacts belong to the audience.
See how to prepare more relevant audiences
Explore a contact segment, its selection criteria and the checks before a campaign.
