Create an audience - Lobyco Help center

An audience is a saved list of customers that offers, bonuses, games, challenges and messages can target. This page shows how to make one from a file of customer IDs, and how to let a campaign fill one from a segment.

Start a new audience

Go to Segmentation → Audiences. The list opens on the Active tab.
Select Create audience.

The form that opens is called Create new audience. It has two parts, Audience details and Member list.

Fill in the audience details

Field	What it does
Name	Names the audience. You look for this name when you pick the audience in an offer or a message. Two active audiences can’t have the same name. If the name is taken, nothing is saved. Pick a different name.
Source	Filled in for you. It reads Manual for an audience you make on this page, and CST for one you make from a campaign.
Destination(s)	Sets which activities can use the audience. Pick one or more, or pick Select all to let every activity use it.
Description	Optional. Says what the audience is for.

An activity only lists the audiences that have its destination, or that are set to Select all. The destinations you see depend on what your setup uses. These are the common ones:

Destination	Lets this activity use the audience
Promotion	Offers
BonusCalculation	Bonuses
Game	Games
Challenges	Challenges
Push, Feed, Banner, Prompt	The channel with the same name

Add the customers

Under Member list, add a .csv file of customer IDs. Drag it onto the box, or choose select file. Set the file out like this:

One customer ID per row, in the first column.
A heading row is fine if it’s called MemberId or CustomerId.
The file can be up to 30 MB.

MemberId
100234
100871
101552

Once the file is in, Total entries shows how many IDs it found. To use a different file, select Change file. You can also leave Member list empty and let a campaign fill the audience instead. Fill an audience from a campaign shows how.

The Create new audience form. Under Audience details, Name reads Autumn big spenders, Source reads Manual, Destination(s) holds Promotion, and Description reads Customers who spent 500 or more in September, for the autumn offer. Under Member list, the file autumn-big-spenders.csv is uploaded, with Change file beside it and Total entries 5 below. Cancel, Save as draft and Publish are at the bottom.

The Create new audience form, with a file added

Save as draft or publish

Button	What happens
Save as draft	Keeps the audience on the Draft tab. Activities can’t pick it yet.
Publish	Makes the audience active. It moves to the Active tab, and activities with its destination can pick it.

Both stay greyed out until the audience has a Name and at least one Destination(s). After you save, you go back to the list, on the tab the audience is now on. To leave without saving, select Cancel. You can’t delete an audience once it’s published. You can only disable it. So if you’re not sure yet, save it as a draft first. Edit, snapshot or disable an audience covers both.

Fill an audience from a campaign

A campaign can put a segment’s customers into an audience every time it runs. This is how you get an audience from rules, such as everyone who spent more than 500 last month. First save the segment, as Create a segment shows. Then, in the campaign:

Add a Member segment block with your segment.
Connect a Channel block after it, and double-click it to open Configure channel.
Under Location, pick Audience.
Select Select from list to pick an audience, or Create new audience to make one. A new one has no file, because the campaign fills it. It’s published as soon as you create it.
Save the block, then save the campaign.

Each run replaces everyone in the audience with the segment’s customers at that moment. If you pick an audience that already has customers, the portal warns you that its list will be lost when the campaign runs. Block reference covers the Channel block, and Schedule and run a campaign covers when it runs.

Use the audience in an activity

In an offer, bonus, game, challenge or message, go to where you choose who it’s for. Choose Select Audience, then select Select from list and pick your audience. Only active audiences with that activity’s destination, or with Select all, show up. Select Snapshots picks a snapshot instead. A snapshot is a copy of the audience at one moment, so its customers don’t change after that. Edit, snapshot or disable an audience shows how to take one. You can also make an audience right there with Create new audience. It opens the same form, with the activity’s destination already picked. It’s published as soon as you select Create, so it needs a file.

Troubleshooting

Why does the upload say 'File is empty'?

Lobyco found no customer IDs in the file. Put the IDs in the first column, one per row, and save the file as .csv.

Why is the audience's Size smaller than Total entries?

Total entries counts every row in the file. When the audience is saved, Lobyco keeps each customer ID only once. So if an ID appears twice in the file, Size comes out lower.

Edit, snapshot or disable an audience — change who’s in an audience, keep a copy that doesn’t change, or take it out of use.
Create a segment — build the rules a campaign uses to fill an audience.
Block reference — the Channel block, which sends a campaign’s customers to an audience.

​Start a new audience

​Fill in the audience details

​Add the customers

​Save as draft or publish

​Fill an audience from a campaign

​Use the audience in an activity

​Troubleshooting

​Related