Create and Edit Audiences in Bold Brain

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Samantha
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Overview

Bold Brain gives you the flexibility to create different segments of customers. You can set specific criteria that a customer must fall under in order to be considered part of the "Audience".

Audiences can be used to better target your email campaigns and create reports about how your customers shop on your site.

To create and edit your Audiences, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select the Apps option on the left-hand side of your Shopify admin

  2. Select Bold Brain.

    Select Bold Brain from your list of apps

  3. Select Audiences.

    From the side navigation bar, select Audiences

  4. Select Create Audience.

    Select Create Audience

  5. Select the visitor conditions:

    Define the visitors in the audience. On the left side, select which visitors will be included (viewed, added to cart, etc.) and choose the products relative to that audience and the conditions you've set. Alternatively, on the right-hand side, make the same conditions but exclude those visitors from the audience instead

    • Viewed: This filter will show you an additional option to select the "Viewed" products. Using this condition will pull or reject all of the customers who view the products you select, into this Audience list.

      Picture shows customers are included when they have viewed a certian product

    • Added to cart: This condition will provide you with an additional option to select the "Added to cart" products. Using this will pull or reject all of the customers who have added your chosen items to their carts, into this Audience list.

      Picture shows customers are included when they have added a certian product to their cart

    • Purchased: This filter will show an additional option to select the "Purchased" products. Setting this condition will pull or reject all of the customers who have purchased the items you select, into this Audience list.

      Picture shows customers are included when they have purchased a certian product

    • Made their last order: This condition will display an additional option to have you choose the required time period. This will then pull or reject all of the customers who have made their last order within the time frame you specify.

      Picture shows customers are included when they have made their most recent order in the past 7 days

    • Made their first order: This condition will display an additional option to have you choose the required time period. This will then pull or reject all of the customers who have made their first order within the time frame you specify.

      Picture shows customers are included when they have made their first order in the past 7 days

    • Spent: This filter will show additional options to have you select the amount spent, whether it's at least, at most, or in between a specific range, as well as the required time frame. This will then pull or reject all of the customers who have spent money within the set ranges, during the specified time period.

      Picture shows customers are included when they have spent an unspecified amount of money in the past 7 days (this needs to be filled out)

    • Placed an order: This condition will show additional options to have you select the number of orders, whether it's at least, at most, or in between a specific range, as well as the required time frame. This will then pull or reject all of the customers who have made this number of orders during the specified time period.

      Picture shows customers are included when they have made at least 1 order in the past 7 days

    • Are tagged with: This filter will show an additional option to have you enter the required customer tags. This condition will then pull or reject all of the customers who are tagged with this specific customer tag.

      Picture shows customers are included when they have a certain customer tag associated with their account

  6. Select Add Filter (optional).

    Note: This is only required if you have additional conditions for customers to be included or excluded from this Audience.

    Select Add Filter

  7. Repeat Steps 5 - 6 until your Audience conditions are set.

    Repeat Steps

  8. Enter an Audience Name.

    Enter the name of your Audience

  9. Select Save.

    In the bottom-right corner, select Save

  10. To edit an Audience, select the ellipsis.

    To the far right of the Audience, select the ellipsis

  11. Select Edit.

    From the ellipsis dropdown menu, select Edit (second one down)

  12. Adjust the conditions accordingly.

    Picture shows the filters being highlighted

  13. Select Save.

    In the bottom-right corner, select Save

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