Manage Marketing Pro Audiences

Overview

The customers receiving your marketing content are the audience of a particular campaign. In Marketing Pro, you can view the audience details and manage the details of the audience members. This helps to better target the people you want to reach, helping you save on marketing costs.

Things to know

• For a customer with multiple email addresses, without setting email sent preferences,  marketing emails are sent to the first valid email on the list.

• Audiences created for SMS recurring service event reminder campaigns are limited to the Recurring Services and Location filter sets only. All SMS recurring service reminder audiences require a recurring service filter to be applied to each inclusion group.

• Audiences created for SMS unsold estimates campaigns  are limited to the Estimates, Customer, and Location filter sets. Each inclusion group requires at least one applied estimate filter, and you can only target customers with open estimates. To target customers with sold or dismissed estimates, you should create an SMS Text Message marketing campaign.

Audiences in marketing campaigns

On the Audiences screen, the table provides the following information: 

• Audience name

• Category—In marketing campaigns, you can categorize the audiences by the goal they are created for. The audience goals in Marketing Pro can be one of the following:

  • Retain: Keep the customers existing in your database.

  • Acquire: Target potential customers you haven’t worked with previously and add them to your user list.
    

• The number of customers the audience can reach—You can hover over the Reach icon to see how many emails, mailing addresses, and phone numbers are included in the audience.
  
  Customers can have more than one email address as part of their customer record. You can change which email address you want to send your marketing content to by going to the customer record and using the Marketing updates toggle. For more information, see Manage customer and service location records.
  

  Note: If a customer has more than one email address in their record, Marketing Pro will send the marketing content to the first valid email address that has the Marketing Updates toggle enabled.

• The campaign number to which the audience is added—You can add an audience to more than one marketing campaign. The Campaigns in Use column shows how many campaigns an audience is a part of.

• Date when the audience was last modified.

Use example audiences

Marketing Pro includes four example audiences to help you get started with Marketing Pro. You can use the example audiences in campaigns, or you can use them to see how to best set up your own audiences.

A set of corresponding example campaigns that use example audiences are also included in Marketing Pro. For more, see Create email campaigns and Create Direct Mail campaigns.

Example audiences include

• Idle Accounts—Targets customers who haven’t called you or booked a job with you recently

• Aging Equipment—Targets customers who have older equipment, and haven’t completed a job with you recently

• Membership Renewal—Targets customers whose membership will expire in four weeks or less

• Open Estimates—Targets customers who recently had an open estimate with you over a certain dollar amount

Create an audience

To create audiences to target new customers, go to Marketing > Audiences and then click Create New. For more information, see Create audiences.

Edit an audience

You can edit an audience only if you haven’t used it in a campaign or archived it. From the Audiences page, there are two ways to edit an audience:

1. Click More , then select Edit.
   

2. Click the Name of the audience and then click Edit in the Audience screen. The Audience Builder page opens.
   

You can then update the filters and details for the audience as needed. When finished, click Continue.

View, clone, and archive an audience

1. Go to the navigation bar and click Marketing.

2. In the side menu, click Audiences.

3. Hover over an audience name and click More to:

   • Select View to see the audience details.

   • Clone or archive an audience. For more on cloning and archiving, see Manage Marketing Pro functions.

   
   

View retention audience details

You can view more details for each of your retention audiences by going to Marketing > Audiences and clicking the audience Name.

On the screen that opens, you can:

• View details about the audience, including its reach, goal, creation date, and last modified date.

• Click the Details tab to view the audience’s filters and associated campaigns.

• Click the Members tab to:

  • See the list of all customers included in this audience and their details.

  • Filter the list by Email Addresses to view customer names and email addresses.

  • Click Mailing Addresses to filter and view customer mailing addresses.

  • Click Phones to filter and view customer phone numbers.

  • Click Download CSV to download a CSV file of the audience. The following fields are included in the .CSV file: Customer first name, last name, email address, and physical address.
    Note: The Download CSV feature is available only to Marketing Pro customers.

View acquisition audience details

You can view more details for your acquisition audiences by going to Marketing > Audiences and clicking the audience Name.

On the screen that opens, you can:

• View details about the audience, including its reach, goal, creation date, and last modified date.

• See what percentage of properties in this audience are registered to a different owner address. Use this to decide whether to send direct mail to property owners’ addresses or the properties themselves when building a campaign.

• Click the Details tab to view the audience’s filters, suggested campaigns, and associated campaigns.

• Click the Members tab to view all the property addresses included in the audience.

Want to learn more?

• See Create audiences