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An audience is a named list of contacts. Broadcasts send to an audience, and workflows can start when a contact joins a specific audience. Contacts are account-level records, so the same contact can belong to multiple audiences without creating duplicate profiles.

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Create an audience

  1. Go to Marketing → Audiences
  2. Click New audience
  3. Enter a required name
  4. Add an optional description
  5. Add optional internal tags
  6. Click Create
Use names that remain clear in a send review, such as:
  • Weekly product newsletter
  • Customers — onboarding
  • Brisbane event — registered

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Add contacts

Open an audience and choose one of two actions.

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Add existing contacts

  1. Click Add contacts
  2. Search or select existing contacts
  3. Click Add
Contacts already in the audience are excluded from the chooser.

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Import new contacts

  1. Click Import
  2. Upload a CSV with an email column
  3. Review the row count
  4. Click Import
The imported contacts are created or updated at the account level and added to the current audience. first_name, last_name, and status are recognised; other columns become merge fields. See Contacts for all accepted header aliases and an example file.

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View and maintain membership

The audience page shows:
  • Email address
  • Name
  • Subscription status
  • Date added
Search within the audience to find a member. Click Remove to remove only that audience membership; the contact and memberships in other audiences remain intact. You can rename the audience directly from its detail-page title. The optional description appears alongside the contact count.

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Export an audience

Click Export on the audience page to download only its contacts. The filename uses the audience name and current date. The export includes base contact fields and all custom properties used by the exported records. This is useful for backup, consent review, or moving a controlled subset into another system.

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Use an audience in a broadcast

When you create a broadcast, the audience selector shows each audience and its eligible recipient count.
  1. Go to Marketing → Broadcasts
  2. Click New broadcast
  3. Choose the audience
  4. Complete the template, subject, and schedule
Only eligible subscribed contacts are recipients. Unsubscribed, bounced, and complained records remain visible for history and suppression but should not receive the campaign.

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Use an audience as a workflow trigger

Choose When added to an audience in the workflow trigger, then select the audience. Each qualifying membership event can enrol the contact according to the workflow’s re-entry setting. This works well for:
  • Welcome and onboarding sequences
  • Event-registration reminders
  • Customer education after plan assignment
  • A nurture series that starts when another system adds the contact
See Workflows for triggers, delays, and re-entry.

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Tags versus audiences

Use audiences for sending intent and tags for internal organisation.

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Delete an audience

From the Audiences list, click Delete and confirm. Deleting an audience:
  • Removes the list and its memberships
  • Does not delete the contacts themselves
  • Prevents future broadcasts from selecting that audience
  • Can affect a workflow configured to trigger from that audience
Review dependent broadcasts and workflows before deleting an actively used audience.