What is the Audience Builder?
Let’s say you want to run a campaign for people who canceled appointments in the last 60 days. Instead of having to manually comb through your contacts to create this list, you can simply select the criteria from drop down menus and the list will build itself. As new or existing contacts meet the selected criteria, you won’t have to update the list; they will automatically be added.
You can then use Workflows to launch these Audiences into Campaigns.
You can create audiences from any source (CRM, lead aggregator, CSV upload, and more) and based on any field in their contact profile (contact info, campaign history, and more).
How it works
The Audience Builder is super easy to use.
With the audience builder, you will use drop downs to build what’s called a “statement” which is basically your audience formula.
Each statement includes a source, field, operator, and value. For example, lets say you use the drop downs to choose the following:
- Source = improveit360
- Field = Appointment | Result
- Operator: is
- Value: Canceled
You have just built this statement:
“Create a list of contacts that came in from improveit360 and canceled their appointment.”
And you can layer on additional statements so that you’re narrowing down to the exact criteria you want.
If those terms above felt a little technical, don’t worry; the Audience Builder will walk you through the steps for building out your audience, and we’ll go over those steps next.
How to use the Audience Builder
Here are each of the steps for building out a statement for your Audience. Each step has a link to a more detailed page on that step, with a video tutorial.
1. Choose your source
The source of the data is the broadest category of identifying a contact. Are you looking for contacts that came from your CRM? From a certain lead aggregator like Angi? Or from something in Hatch itself like someone who engaged in a campaign.
All available lead sources will appear in the Source Picker drop down.
2. Choose your field
Now that you have selected a source, it’s time to use the Field Picker to tell the Audience Builder exactly who you want it to find from that source based on certain criteria.That criteria consists of whatever data is available about the contacts from that source.
This allows you to better find what criteria you need and even discover new criteria you didn’t know existed.
3. Choose your operator
Now it’s time to tell the audience builder what types of contacts you want with respect to the field you just chose. You’ll do this with the Operator Picker.
If your field is “cost” for example, do you want contacts whose field is equal to, not equal to, greater than, or less than a certain value? If your field is a date, do you want contacts before or after a certain period? Or perhaps you simply want to see contacts that have no value or any value in a field. You’ll see different operator options depending on the field you choose.
4. Choose your value
Alright, so we know where the contact we are looking for comes from, what field from the contact we want to explore, and how the field relates to the value we decide.
Now we need to determine the value itself using the Value Picker. Depending on what field you chose, your value may be a date, quantity, status, or something else. In the example we used above, our value was "Canceled."
5. Add additional statements if needed
At this point, your first statement is complete! But you can build detailed criteria by creating multiple statements that work together. If you have more conditions you want to add, simply add more statements. Be aware of the AND/OR connections between statements, however.
6. Review your contacts
Your statement is complete! Hatch will now respond to that command and show you a spreadsheet-like sheet of contacts that meet your criteria. As you add statements, the fields and values populate and filter so you can see how all of the filters are working together!
7. Name and save your audience
Once you’ve confirmed that the contacts are what you are looking for, give a name to the audience so you can save it and either refer to it later or attach it to a campaign.
Once you've saved your Audience, it will live on the Audience Page, where you can refer back to it or perform other actions with it such as editing, duplicating, or deleting it.
Audience Builder Terms and Definitions
Audience Page Terms
Here’s what each symbol and button means in the Audience List page.
A: HQL Indicator. The < > symbol indicates that this Audience was created using HQL, not the Audience Builder.
B: Edit Button. HQL Audiences only have an edit option available on this page. Clicking it will navigate to the query editor for the selected Audience on the Contacts Page.
C: Audience Builder Indicator. The symbol of the person with a gear indicates that this Audience was created using the Audience Builder.
D: Edit Button. Clicking this will open the Audience Builder for the selected Audience, allowing the user to make modifications.
E: Copy Button. This button allows the user to make an exact copy of the selected Audience and save it to the current workspace.
F: Delete Button. This button allows the user to permanently delete the selected Audience. If the Audience is used in a workflow, the confirmation prompt will let the user know that before deletion.
G: Search Bar. The search bar allows the user to search by Audience Name to narrow down the Audiences that are displayed.
H: Create Audience Button. Clicking this button opens the Audience Builder, allowing the user to create a new audience from scratch.
Audience Builder Terms
These are the terms you’ll see when you use the Audience Builder tool itself.
A: Audience Name. Every Audience requires a name, and will also not allow the user to save the Audience if the Audience Name has already been used.
B: Source Picker. This is where you will choose where your audience data will come from. This includes options like your CRM integration, Lead Sources, or Hatch Events like Campaign Launches.
C: Field Picker. Once you select a source, you will be able to choose a specific field from that source to query.
D: Operator Picker. This is where you define the relationship between your selected field and your value (is, is not, is before, is after, is greater than, is less than, etc).
E: Value Picker. This is where you typically complete a statement by defining what you are looking for (For example, if you choose a field Appointment Result and the operator "is", the Value Picker is where you looking for an Appointment Result you want to query, such as Sold or Canceled).
F: Add Filter. Most queries are made up of multiple statements of criteria. Once you complete a statement, the +add filter button becomes available and you can add a new statement. The statements are connected by either "and" (if all must be true) or "or" (if any must be true).
G: Help Center Link. Clicking this will bring you to the Audience Builder section of the Hatch Knowledge base where you can find in-depth articles about all aspects of the Audience Builder.
H: Save Audience Button. Clicking this will allow you to save the Audience and attach it to a workflow. In order to save an audience, both of the following must be true:
- The Audience has a name that does not already belong to another Audience
- The Audience has at least one complete statement.
Contacts Page Terms
This section will only cover terms on the Contacts Page that are related to Audiences.
A: HQL Indicator. The < > symbol indicates that this Audience was created using HQL (Hatch Query Language), not the Audience Builder.
B: Audience Builder Indicator. The symbol of the person with a gear indicates that this Audience was created using the Audience Builder.
C: Create Audience Button. Clicking this will open a blank Audience Builder Interface to create an Audience from scratch.
D: Duplicate Audience Button. This button allows the user to create an exact copy of the selected Audience.
- If the selected Audience is HQL, this button will open the query editor with a copy of the HQL and a name box
- If the selected Audience is from the Audience Builder, a prompt will open asking the user to name the new Audience and confirm duplication
E: Edit Audience Button. This button allows the user to modify the selected Audience.
- If the selected Audience is HQL, this button will open the query editor with the HQL and name.
- If the selected Audience is from the Audience Builder, this button will open the Audience Builder interface with the selected Audience's name and criteria populated.