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Build Audience Rules

Audience rules define who qualifies for an audience. Build rules from the business question first, then translate each requirement into a group, condition, operator, value, and time window.

Visual Builder and JSON view

Use Visual Builder for normal editing. It shows conditions as editable controls and is the safest way to build or review logic.

Use JSON when you need to inspect the structured audience definition or copy it for technical review. Do not edit JSON unless your team has confirmed the expected payload shape.

Root match mode

The root match mode controls how the top-level rules work together.

ModeMeaningUse it when
ALL (AND)Users must match every top-level condition or groupThe audience must satisfy multiple requirements
ANY (OR)Users can match at least one top-level condition or groupSeveral different behaviors should qualify users

For high-risk campaign audiences, start with ALL (AND) unless the business question explicitly calls for alternatives.

Groups

Groups keep related logic together. Use Add group when rules need their own match behavior.

Group logic can include:

Group modeMeaningExample
Match allEvery condition inside the group must be trueUser is in Delhi and lifecycle stage is lead
Match anyAt least one condition inside the group must be trueUser viewed pricing or added to cart
Exclude matchesMatching users are removed from the audienceUser purchased in the last 30 days

Use exclusion groups for buyers, unsubscribed users, suppressed users, internal test users, or users who are not eligible for the intended channel.

Conditions

Use Add condition to create one rule. A condition contains these controls:

ControlWhat to selectExample
SourceThe entity or source where the field belongsEvents
AttributeThe specific field to evaluateEvent Type
OperatorThe comparison to applyequals
ValueThe value to matchadd_to_cart
Time windowThe period where the condition appliesin last 30 days

Observed source choices include Customer, Orders, Predictions, Purchase, Events, and Campaign.

Operators

Choose an operator that matches the field type and intent.

OperatorMeaningExample use
equalsField must match one valueEvent Type equals purchase
not equalsField must not match one valueLifecycle Stage not equals customer
inField must match one of several valuesCountry in India, UAE, Singapore
not inField must not match any listed valueCampaign not in internal test campaigns
is setField must have a valueEmail is set
is not setField must be empty or unavailableMobile is not set

Time windows

Time windows make behavior rules specific. The observed builder supports window modes such as in last, in next, and between, with units such as days, weeks, and months.

Use short windows for recent intent and longer windows for lifecycle or retention analysis.

GoalSuggested window
Cart recoveryLast 1 to 7 days
Paid retargetingLast 7 to 30 days
Repeat purchaseLast 30 to 90 days
Churn risk reviewLast 30 to 180 days

Duplicate and delete conditions

Use Duplicate condition when a new condition is similar to an existing one. Change the field, operator, value, or time window after duplicating.

Use Delete condition when a rule no longer belongs in the audience. After deleting, validate and estimate again.

Clear all

Use Clear all only when the current rule set should be removed. Copy the JSON or duplicate the audience first if another team may need the current definition.

Example: cart abandoners

Use this rule pattern to find users who added to cart but did not purchase.

  1. Set root match mode to ALL (AND).
  2. Add an include condition: Events > Event Type > equals > add_to_cart > in last 30 days.
  3. Add an exclusion group with Exclude matches.
  4. Add an exclusion condition: Events > Event Type > equals > purchase > in last 30 days.
  5. Validate and estimate.
  6. Review preview users for recent buyers. If recent buyers appear, check the exclusion rule and time window.

QA checklist

  • Root match mode matches the audience logic.
  • Include rules describe positive qualification criteria.
  • Exclusion rules remove users who should not receive the campaign or analysis.
  • Operators match the selected field type.
  • Values are spelled exactly as the source data stores them.
  • Time windows match the business question.
  • Duplicate rules were changed after copying.
  • Empty or outdated rules were deleted.

Common issues

IssueCauseFix
Audience is too smallRules are too strict or exclusions remove too many usersSwitch a group from Match all to Match any or broaden the time window
Audience is too broadRoot mode or group mode allows too many matchesUse ALL (AND), add exclusions, or narrow values
Users who purchased still qualifyPurchase exclusion is missing or uses the wrong windowAdd an Exclude matches group for purchase behavior
Validation flags a ruleRequired field, value, or time window is missingFocus the flagged condition and complete the missing control
JSON does not match the visual logicVisual rules changed after JSON was copiedCopy JSON again after the final validation