This article describes Audience Sizing, how it works, and how to use it to take action on visitors.
In this article:
Audience Sizing allows you to discover and take action on visitors based on their behavior. After specifying a date range and rule conditions as input, your audience data is searched for visitor profiles that match the criteria you selected. When complete, the results display in an interactive Venn diagram showing the number of visitors discovered for each rule condition.
Audience Sizing searches are process intensive and take time, especially if you are querying a large number of visitors. As the query is processed behind the scenes, the progress bar continually reflects the status of the results until the query completes. The progress bar uses sampling of the data set to provide a projection of the final results, which allows you to analyze the results quickly without having to wait for the entire query to complete.
Visitors are sampled by capping the daily visitor count. The default cap is 100,000. That means if your total visitor population is 1,000,000, the projections are performed on a random sample of a 100,000 visitors. The progress bar displays the progress of this calculation.
The actual query runs on the total visitor population, not just the capped visitors. Likewise, jobs also run on the total number of matched visitors, not just the sampled visitors.
Overlapping conditions in the Venn diagram are called segments and represent combinations of rule conditions.
The process of sending an audience segment to a connector is called a job and takes place once you identify your audience segment. You may assign a job to one or more segments at a time.
In order to search visitors and create jobs based on your results, you must first specify a date range and at least one rule. The rules are the same as the rules used in visitor enrichments and audience creation.
Use the following steps to set a date range and select the rule conditions for your job:
While the date range specifies the time during which a visitor was active, the rule conditions are evaluated against the current visitor profile, not the profile at the time of activity.
Once you have identified a date range and the rules, use the following steps as an example of how to select a segment and create a job.
Now that the job is created, use the following steps to link it to a connector action:
Now that the job has been linked to a connector, use the following steps to activate it:
The job will not start unless the Save/Publish step is successful.
This section provides customer targeting examples to help you get started.
In this example, you want to retarget customers who have visited your site in the last week, have not purchased in the last 30 days, have purchased more than $500 in their lifetime, and have a favorite product category of "Jeans".
This example assumes the necessary date selections and rules to identify visitors with a customer's favorite product category, lifetime order value, and days since last purchase.
In this example, you want to retarget customers who visited your site during the December holiday season, are currently a VIP Customer, engage most with email, and frequently use coupons.
This example assumes the necessary date selections and rules required to identify visitors identified as VIP Customers, engages most with email, and frequently uses coupons.