Create an audience with multiple or nested groups

Introduction

Building complex audience criteria allows you to be selective over the users you wish to be part of the audience. This means you can be sure that you are only targeting the exact group of users you want.

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Distinctions and uses

Multiple groups - an audience with multiple groups refers to audiences which contain multiple distinct criteria that a user must satisfy. There is a single group level operator which controls all the groups, so a user must satisfy all of (in the case of AND), one of (in the case of OR) or none of (in the case of NOT) the groups to join the audience. Individual groups can still have their own rule level operators.

An audience with nested criteria could be expressed logically as a user needs to satisfy Group 1 AND Group 2 AND Group 3.

Nested groups - an audience with nested groups is an extension of multiple groups, but the criteria within one or more of the groups are contained within groups of their own. This allows you to have multiple operators working within the same audience.

An audience with nested criteria could be expressed logically as a user needs to satisfy Group 1 AND (Group 2 OR Group 3).

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Configuration

Using multiple criteria

This tutorial uses the example of making an audience of users who have made more than 2 purchases in March 2024 and are in the Platinum tier. This could be used to incentives Platinum users to make more purchases.

1. Navigate to Users > Audiences and then click 'Create' in the top right corner.

2. Give the audience a name and description. Turn on AUDIENCE_JOINED and AUDIENCE_LEFT events if needed. Set the refresh rate as needed.

3. Move to the criteria tab. Click 'Add Group'. The criteria of the first group should be;

   • Event type is PURCHASE_COMPLETED.

   • Event occurrence count is greater than 2.

   • Reported at is between 01/03/2024 00:00 and 31/03/2024 23:59.

4. Click 'Add Group' in the top right corner to add a second group to this audience.

5. Set the criteria of the second group to

   • Current User Tier is Platinum.

6. Click Save.

Using nested criteria

This tutorial will create an audience of users who have been registered for over a year and have either not made a purchase or spent their points in the past three months.

1. Navigate to Users > Audiences and then click 'Create' in the top right corner.

2. Give the audience a name and description. Turn on AUDIENCE_JOINED and AUDIENCE_LEFT events if needed. Set the refresh rate to 'Reactive'.

3. Move to the criteria tab. Click 'Add Group'. The criteria for the first group should be;

   • Event type is REGISTERED_ACCOUNT

   • Event occurrence is greater than 0

   • Reported at is earlier than 1 year ago.

4. Click 'Add Group' in the top right corner. This will create a second top level group.

5. Click 'Add Group' next to the group you've just created. This will create a new group one level down from the two groups you've made so far. Click the same 'Add Group' button again to create a second group at the lower level.

6. Click the trash icon next to the second top level group. This will remove the rules in the group at that level, but leave the sub-groups in tact.

7. The criteria for the first sub-level group should be

   • Event type is PURCHASE_COMPLETED

   • Event occurrence count is 0

   • Reported at is later than 3 months ago.

8. The criteria for the second sub-level group should be

   • Event type is PURCHASED_REWARD

   • Event occurrence count is 0

   • Reported at is later than 3 months ago.

9. Change the operator at the top of the sub-level groups to OR. Leave the operator at the very top as AND.

10. Click Save.

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Tips

• The structure of the audience can be determined by using the guidelines on the right hand side. This shows which operators are affecting which groups.

• As criteria from different field areas cannot be used in the same group, it's necessary to use multiple groups to handle these scenarios.