Switching and filtering audience levels

Configure an Audience process to switch between audience levels or to filter out IDs by a specific audience level.

Before you begin

To use the Audience process, you must work with tables for which multiple audience levels are defined.

About this task

The options that are available in the Audience process configuration dialog depend on various choices that you can make:

  • Whether the input and output audience levels are the same or different
  • Whether the audience level values are normalized in these tables
  • Whether there are multiple audience levels defined for the selected tables

For this reason, not all of the options described below are available for all pairs of input and output table selections.

Procedure

  1. Open a campaign and click a flowchart tab.
  2. Click the Edit icon Tiny pencil icon in the flowchart window.
  3. Drag the Audience process Two people inside a house and one person outside icon from the palette to your flowchart.

    The Audience process can select from any defined tables, so you can use it as a top-level process in your flowchart to initially select data. You can also use a process such as Select or Merge to provide input to the Audience process.

  4. Double-click the Audience process in the flowchart.
  5. On the Source tab, open the Input list and specify the data source for the process. You can select a Segment, a Table, or the output cell from any process that is providing input to the Audience process.

    The audience level for the selected input is displayed next to the Input field. If there is no input, the audience level is shown as not selected.

    Tip: Notice that the Select options indicate the input audience level. For example, if the audience level is Customer, you can select One Entry per Customer. If the audience level is Household, you can select One Entry per Household.
  6. Select an output audience level from the Choose Audience list.
    Note: If you do not see the expected audience level, you can try remapping a table.

    The Select options now reflect both the input and the output audience levels.

    For example, if your input is Household and your output is Customer, the Select options are labeled All Customer ID Entries, Some Customer ID Entries, One Customer ID Entry per Household ID.

  7. Use the Select and Filter options to specify how to select records. The available options depend on whether you are selecting All IDs (in which case filtering is not allowed), switching levels, or staying at the same level.
    For details on how to select and filter based on whether you are switching audience levels, see:
    • Using the same input and output audience levels
    • Using different input and output audience levels
  8. Use the Cell Size Limit tab if you want to limit the number of IDs generated by the process.
    This can be useful for test runs.
  9. Use the General tab as follows.
    1. Process Name: Assign a descriptive name to identify the process in the flowchart and in various dialogs and reports.
    2. Output Cell Name: This name matches the Process Name by default. It is used in various dialogs and reports to identify the output cell (the set of IDs that the process produces).
    3. (Optional) Link to Target Cell: Perform this step if your organization pre-defines target cells in a target cell spreadsheet (TCS). To associate the pre-defined target cell with the flowchart process output, click Link to Target Cell, then select a target cell from the spreadsheet. The Output Cell Name and Cell Code are inherited from the TCS, and both of those field values are shown in italics to indicate that there is a link relationship. For more information, read about using target cell spreadsheets.
    4. Cell Code: The cell code has a standard format that is determined by your system administrator and is unique when generated.
      See Changing the cell code.
    5. Note: Describe the purpose or result of the process, such as Contact one individual per household.
  10. Click OK.

    The process is now configured. You can test run the process to verify that it returns the results that you expect.