What’s New in the New Audience Builder

Key Features

  • Improved Interface
    • Easy selection of audience source, with the ability to set a default.
      ab-new-source


    • Easy addition of any filter from the side menu.
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    • Drag and drop filters you have added, change their connecting logic (AND/OR) with a simple click, and expand/contract them to simplify your view.
  • Build nested AND/OR queries–up to 2 levels deep–with easy negation to select users who do “NOT” match a given filter.
    ab-new-nested

  • Use Smart Lists as a source or as filter criteria–not just Natural Lists.
  • Validation and auto-suggestion of places, user-profile field (var) names, list names, and more. Just start typing, and use the drop-down to select matching results. You’ll be able to easily select the values you need and you’ll be prevented from using invalid or blank criteria.
  • Context-specific help right within the interface–no need to check a separate guide to learn about the currently selected filter.
    ab-new-help

  • Take action on your audience using the new Actions bar at the bottom of the screen.
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    For the users who match your filters, you can still create a Smart List, Natural List, Snapshot Report, or make a Bulk Update of a user profile field. 

Filter Changes

Custom Profile Fields (a.k.a User Vars)

  • Now accessible under “Custom Profile Fields (Vars)” in the side menu via three filters:
    • “Date”
    • “Field: Exists, Contains, Is”
    • “Number”
  • Searchable drop-down of existing var (field) names, rather than needing to enter a name verbatim.
    ab-new-field-var-id

  • Instead of separate criteria for “is not”, “does not exist”, and “does not contain”, you can now use the filter “Field: Exists, Contains, Is” and apply a NOT to the filter. (You can now negate any filter, selecting all users who do not match the criteria.)
    ab-new-source-var

Dates

  • Now search across custom profile¬†field (a.k.a. var) values for dates matching the anniversary of an entire month. For example, users whose birthdays fall in May, regardless of the day or year of birth.
    ab-new-custom-field-date-birthday

    This was previously a complex query, requiring an OR to match each day of the month.

Engagement

  • Now select one or more engagement levels to match or exclude.
    ab-new-engagement
    Previously, you could select one engagement level, with the option to include users who were also at a level greater or less than that level.
  • Now identify users who clicked, opened, or were messaged within a specified date range.

Interest

  • Searchable drop-down of existing content tag names, rather than needing to enter a name verbatim.
    ab-new-interest-pant

Location

  • Searchable drop-down of all valid cities/regions/countries available within the Sailthru system, rather than needing to enter a name or code verbatim.
    ab-new-region-drop-down
  • There is now full support for international regions, cities, and postal codes.

Predictions

  • Searchable drop-down of existing segments (both Sailthru-created segments and your custom segments created via Prediction Manager), rather than needing to enter a name verbatim.
    ab-new-pm

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