How to Create and Use/Export an Audience Filter in Pearl Diver

How to Create and Use/Export 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, and use these effectively.

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.

Create an Audience Filter

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.

Destinations and Use of your Audience Filter

When creating your audience, you have the option to connect this filter to a 'destination'.  Destinations are actions that can be taken with this segment of website visitors. For example, the below audience is setup to be connected with Zapier and enabled to be exported to an email.

Once you have configured and connected your audiences to destinations, you will be able to easily export the data from your audience into a CSV file directly, or via email, as well as use our Zapier integration or Rest API to send the identified visitor information outside of Pearl Diver to be actioned in your CRM or other marketing tools.

Export your Audience Filter

To export your audience data out of Pearl Diver, you have two options.

1. Direct export

Open your audience filter from the dashboard and click the 'export' button. This will export the full list of data associated with that filter.

2. Export to Email

If you audience has been configured with a destination of 'export to email' you will be able to export multiple audiences in one go.
On your dashboard, notice any audiences you have connected to export via email have a blue line that flows to the 'export to email' option under the destinations section.

Click the 'export to email' option

You will see the option to export a single audience or all associated audiences at once. This will export the audience data as individual CSVs per audience, and send these to the logged in email address as default. 
Click 'Send email' to export the audience data into your email.

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