Fields and Saved Audiences

The Fields & Audiences panel is the starting point for audience inputs. Use it to find customer traits, event fields, order metrics, prediction fields, campaign fields, and saved audiences that can be used in the builder.

Open or collapse the catalog

On desktop, the catalog appears on the left side of the builder. If it is collapsed, select Fields & Audiences to reopen it. Collapsing the catalog gives more space to the rule builder and preview areas.

On smaller screens, use Browse fields to open the field drawer.

Fields tab

Use the Fields tab when you need a source field for a rule.

Field groups are organized by source or entity. The observed builder includes source choices such as:

• Customer.
• Orders.
• Predictions.
• Purchase.
• Events.
• Campaign.

Each field may show metadata that helps you decide whether it is appropriate:

Metadata	Meaning	User decision
Type	Data format such as string, number, money, date, or boolean	Choose operators and values that match the format
PII	Indicates personally identifiable information when available	Review privacy and activation rules before using or exporting
Time aware	Field requires a time window	Set a relevant lookback or date range
Returnable	Field can appear in returned preview or export data	Use returnable fields for preview attributes

Search fields

Use Search fields when you know part of the field name. Search is useful when a source has many fields.

Good search terms include:

• email for contact identifiers.
• city or country for location rules.
• purchase for order or purchase behavior.
• event for behavioral rules.
• score, risk, or likelihood for prediction fields.

Field type filters

Use the field type filter row to narrow the catalog before selecting a field. The filter should match the type of rule you plan to create.

Filter intention	Example use
Customer traits	Lifecycle stage, country, email, mobile, active days
Behavioral events	Event type, event name, page URL, device type
Order fields	Purchase count, amount, revenue, last purchase details
Prediction fields	Churn risk, conversion likelihood, LTV band
Campaign fields	Source, medium, campaign, ad group, creative

Select a field

Select a field to add it to the current builder context. After selection, confirm the rule uses the correct entity, attribute, operator, value, and time window.

Audiences tab

Use the Audiences tab when you want to start from an existing saved audience or inspect available reusable audiences.

The saved audience list supports:

• Searching by audience name.
• Selecting an audience.
• Creating a new audience.
• Deleting a saved audience from the list.

warning

Deleting a saved audience removes it from the saved audience list. Review downstream campaign or activation dependencies before deleting an audience used by other teams.

Create New Audience

Select Create New Audience when you need a blank builder state. Use a new audience when the current rule logic should not overwrite an existing saved definition.

QA checklist

• The selected field comes from the correct source.
• The field type matches the operator and value.
• Time-aware fields include an appropriate time window.
• PII fields are necessary for the use case and allowed by policy.
• Saved audiences are reused only when their definition matches the current business question.
• Deleted audiences are not required by active campaigns or workflows.

Common issues

Issue	Cause	Fix
No matching fields	Search term or filter is too narrow	Clear the search and review source groups
Field appears unsuitable	Field type does not match the intended rule	Choose a field with the correct data type
Field requires time context	Field is time aware	Add a condition time window and check the page date filter
Saved audience is missing	Search term does not match or the audience was not saved	Clear search and check with the audience owner
Catalog fails to load	Field catalog request failed	Use Retry when available or refresh the page

Related pages

• Build Audience Rules
• Manage Preview Attributes