How to Create an Audience Filter in Pearl Diver

How to Create an Audience Filter in Pearl Diver

Creating an audience is a fundamental step in effectively managing and targeting your contacts. With our simple step-by-step guide, you'll be able to create audiences tailored to your specific needs in no time.

CLICK HERE to watch a short training video on navigating the flow's dashboard and creating a new audience in Pearl Diver!

What is an 'Audience' and how do I use this?

An audience filter is a tool for segmenting and pre-filtering your website visitor's into meaningful categories, based on criteria like demographics and behaviors, enabling targeted marketing strategies. Here’s how to use it:
  1. Collect Data base on specific criteria: Gather comprehensive customer data, including demographics and behaviors and identify what website traffic you have that fits into these defined criteria's.
  2. Define Segmentation Criteria: Choose how to segment your audience, such as by demographics, geographic location, or behavior.  For example, my ideal customer profile (ICP) or key buying persona is people in Texas state and surrounding states + earn more than 80K per year + have visited my website 2+ times in the last month to demonstrate intent.
  3. Set Up Audience Filter: This guide will take you through creating these segment filters based on your defined criteria.
  4. Analyze Segments: Understand the needs and characteristics of each segment by analyzing relevant metrics
  5. Tailor Marketing Efforts: Create targeted marketing campaigns based on the insights from your segment analysis.
  6. Test and Refine: Monitor campaign performance, adjust your strategies based on results, and refine segmentation as needed.
Begin by navigating to the Audience section directly on your Pearl Diver dashboard and click the 'plus' icon to begin creating a new audience filter.



Alternatively, you can use the left-hand menu as a starting point for audience creation.

Click the Create Audience Button

Once you're in the Audience section, look for the "Create Audience" button on the sidebar. Click it to begin the audience creation process.


Name Your Audience

Give your audience a meaningful and unique title in the designated field. Remember, the title cannot be left empty, and it must be distinct from any existing audience names.

Define Your Audience Criteria

Next, use the filter inputs to specify your audience criteria. Each filter consists of three components:
  1. Identifier: This is the attribute or characteristic you want to target. For example, "Age," "Industry," or "Visit Count."
  2. Operator: Describe the relationship or condition for the chosen identifier. You can select options like "Is," "Greater Than," or "Less Than."
  3. Value(s): Input the specific details or data points relevant to the identifier. For instance, "25-34" for Age, "Sales and Marketing" for Industry, or "5" for Visit Count.
You can add up to 5 filters to refine your audience. Keep in mind that you cannot select the same identifier twice, and you must complete one filter set before adding another. To add more filters, simply click the "Add Filter" button. If you need to remove a filter, click on the "Trash" icon next to the filter row.

Review Your Audience

To the right of the sidebar, you'll find a table titled 'Unique Visitors.' This table displays the Name, Email, and Last Activity Date of the website visitors who match your filter criteria. Please note that during the audience creation process, features such as sorting, searching, and downloading CSV are disabled.

Finalize and Create Your Audience

Once you've set up your filters and are satisfied with your audience criteria, it's time to finalize and create your audience. Click on the 'Create Audience' button to complete the process. If any required fields are incomplete or the form is invalid, the 'Create Audience' button will remain disabled. Ensure all necessary information is filled in.


If you decide to cancel or discard your changes at any point, simply click 'Cancel.'

That's it! You've successfully created your audience. Now you can use this audience for targeted communications and campaigns tailored to their specific characteristics and behaviors.

    • Related Articles

    • How to Edit an Audience Filter in Pearl Diver

      To make changes to an existing Audience in our platform, follow these steps: Navigate to the Audience: Start by logging in to your account and accessing the platform dashboard. On the left-hand side menu, you'll find the list of Audiences. Click on ...

    • How to Delete an Audience Filter in Pearl Diver

      To make changes to an existing Audience in our platform, follow these steps: You can not delete the default hotlist Navigate to the Audience: Start by logging in to your account and accessing the platform dashboard. On the left-hand side menu, you'll ...

    • Why you need an Ideal Customer Profile (ICP) and how to get it with Pearl Diver

      Building an Ideal Customer Profile is an integral part of any successful sales strategy, but it’s also a great way to bring focus to your marketing efforts and understand who your best customers are. What is an Ideal Customer Profile (ICP) ICP, or ...

    • Pearl Diver - Optimizing Results

      Guide to Utilizing and Increasing your Pearl Diver results. There are a couple of common factors which can reduce this percentage listed below. We typically are able to identify 20%-40% of your websites unique USA based visitors. Consent String set ...

    • SEPTEMBER UPDATE - What's New with Pearl Diver?

      We are excited to announce new Pearl Diver updates! Prepare for an enhanced user interface and a solid foundation for exciting upcoming features, all designed to elevate your Pearl Diver experience. Get ready to dive into a whole new world of ...