Create Audience Segments

Raquel Bartolome Updated by Raquel Bartolome

In this article you will learn how to build meaningful segments of identity resolved leads. Once you create an audience, you can take action on that audience, such as syncing to sales and marketing workflows.

Every contact resolved on your website is saved as a lead in Customers.ai. While you can control the contacts you resolve at the capture settings level, you design the marketing actions you want to take on Leads starting from within Audiences.

What is an Attribute?

An Attribute is a field or placeholder of lead information like a lead's first name, e-mail address and the like.

The Value is the actual lead information, that may be unique for each lead.

You will use an attribute or a combination of attributes to filter your contacts into a more targeted Audience.

How add Attributes and/or Tags to a contact

There are attributes that are collected by default for a contact from the X-ray Pixel and from the Consumer Directory.

Assign a Tag via the Automation

One of the available actions on the SoLD Automation is TAGS which allows users to Add or Remove a Tag to contacts depending on the actions/behavior of the contact.

For Instance, you can assign a TAG to users who click a link on the email you sent and assign a different TAG to users who read the email but did not click the link.

Attribute Widget (on chat starters for social outreach and webchat)

You can add an attribute to a dialogue as a widget. You can assign an attribute and value while the lead goes through your conversation flow/funnel.

You can check out this link which will show you a really cool way to use the attribute widget. Nudge contacts who don't make it to the end of your Chatbot. Watch the short video above for a short demo.

Options Widget (on chat starters for social outreach and webchat)

Use this widget to provide multiple choices, displayed as "buttons"; which are great for surveys or forms. Each option/ choice question can be attached to a dialogue path.

Each of these options can be saved to an attribute which you can use later in custom audiences.

Read more about Main Menu here.

Ask for Info Widget (on chat starters for social outreach and webchat)

Use this to capture the users text or free-form response.

*Save response to attribute needs to be manually checked for Options and Ask Info widget in order to create a custom attribute with which the contact's response will be saved.

Ask for Email Widget (on chat starters for social outreach and webchat)

Use this widget to capture user's email address. This automatically saves contact's response to the EMAIL attribute

Ask for Phone Widget (on chat starters for social outreach and webchat)

This widget capture a user's phone number. This automatically saves contact's response to the PHONE attribute

General Reminder:

Where to Manage Attributes?

 You can add or manage all your attributes from the Leads tab.

Clicking on the big blue attributes button will pop out a list of all your attributes. You can easily add or delete attributes from this section. Deleting an attribute from the lead section will remove the tag on ALL leads.

One other place you can manage attributes is through the inbox. By clicking on a user you can see the attributes assigned to them and you can add an attribute and value or edit a value on an existing attribute. However you cannot delete an attribute from the inbox.

Tags are very similar to attributes in that you can create custom audiences and segment your users. Unlike attributes, tags accumulate and are not overwritten with a new tag, but there is a way to remove a tag either manually or automatically. Click here to learn more about tags.

Filtering leads/ Creating an Audience

Filtering leads is available on both the My Leads tab and Audiences tab.

Contacts can be further segmented based on different attributes and tags. This helps ensure that you can maximize efficiency by sending a more targeted campaign, driving better results and fostering stronger connections with your target audience.

Available Contact Attributes

These are the most common attributes available for a contact in Customers.ai. There can be MORE attributes for some contacts depending on what is made available on individual record.

Attribute

Possible Values

Description

Clicks

2

Number of clicks made on a website

Page views

3

Number of web page viewed

Scroll depth

0

Scroll depth on a web page in inches

Time on site

145

Time spent on website in seconds

Created at

an hour ago

Shows how long ago contact was created in Customers.ai

First name

Larry

firstname

Full name

Larry Kim

fullname

Last name

Kim

lastname

Link to conversation

https://app.mobilemonkey.com/chatbot-editor/506754/live-chat?remoteUserId=em_larrykim@customers.ai|2ecom_443987

link to the contact's conversation on the Inbox

User id

1s9brfqo9xccj

Unique ID for contact in Customers.ai

Synced to CRM

Klaviyo, Shopify

Shows to which CRMs contact is synced to

Source

X-Ray Pixel Trigger: X-Ray Leads Personal Emails

Trigger name of source of the contact

Source old

x-ray

Channel source

Email

larrykim@customers.ai

Contact's email address

Email Domain

customers.ai

Contact's email provider domain

Email clicked

true/false

Indicates if a contact clicked on a link on an email

Hot lead trigger

true/false

Attribute identifying contact is identified as Hot lead in automation

Email opened

true/false

Indicates if a contact opened an email

Email sent

true/false

Indicates if an email campaign had been sent to a contact

Form filled

true/false

Indicates if a contact filled out a form

landing page domain

​https://customers.ai/

Domain landing page belongs to

landing page full url

https://customers.ai/pricing

Full URL contact landed on

landing page url

​https://customers.ai/pricing

URL contact landed on

last session

2024-11-28T09:56:02.471Z

Indicates when contact was last active

no interaction

true/false

Attribute identifying if interaction existed

phone

18001458796

Contact's phone number

suppression list

true/false

Indicates if a contact's email address is included in any suppression list

suppressed email

true/false

Indicates if a contact is included in any email suppression list

suppressed phone

true/false

Indicates if a contact's phone is included in any suppression list

sms sent

true/false

Indicates if an SMS has been sent to the contact

unsubscribed

true/false

Indicated if contact unsubscribed

age range

55-64

Age range of contact

direct number

+16021018989

direct number of contact

children

true/false

Indicates if a contact has child/children

gender

F/M

Indicates gender of the contact

homeowner

true/false

Indicates if a contact owns a home

married

true/false

Indicates if a contact is married

mobile phone

+16025559999

Contact's mobile phone number

income range

$75,000 to $99,999

Indicates the income range of the contact

net worth

$150,000 to $249,999

Indicates the income range of the contact

personal address

47 Vivian Street

Street address of the contact

personal city

Phoenix

City of residence of the contact

Personal Email Validation Status

Valid (Digital)

Indicates if the personal email captured for the contact is valid

personal phone

+15164669999,+19176773333

Contact's personal phone number

personal state

AZ

Last known City of residence of the contact

personal zip

85022

Zip code of last known residence of the contact

web sessions count

2

Indicates number of times contact visited the website

How did we do?

Import SMS/Email Contact List

Contact