User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Profiles Management

What is an Audience?

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Last updated 4 years ago

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Workevo allows you to filter and segment any talented contact group. For example, create a group of test users, leads, loyal customers, or whatever you want.

To filter contacts, follow these steps:

Step 1: At the "contact" screen, select "Add filter."

Step 2: In the "Filter contact" table, select the properties to filter criteria like email, tags, gender, ...

Step 3: Add “Rule”.

Step 4: Add “Value”.

Step 5: After you have entered the required fields, click “Add”.

The contacts that satisfy the values ​​you create will be filtered and displayed.

To create contact segments, select filters above for your contact list. For example, you select the phone number of the user, and the users have the same card to filter the contacts and then create a segment.

Once you've selected the desired contact filter criteria, follow these steps to create a segment for that filtered contact:

Step 1: Click the "Save segment" button next to the "Add filter" button.

Step 2: In the "Save segment" table, name the segment.

Step 3: Click “Save segment” to save the above changes.

Step 4: The notify "New segment has been created." will appear, informing you that you have created a new segment successfully please check them in the "Segment" section.