Using the Audience Builder
Market: Federal/State/Local, House, Senate
Description: The Audience Builder feature is used to create an audience list using contact records in IQ that is based on specific characteristics and attributes. As a result, a more targeted audience is created and can be used for specific outreach activities, correspondences, and reports.
These instructions teach users how to use the IQ Audience Builder to generate a list of contact records.
1.Navigate to Contacts > New > Audience.
2. The Audience Builder feature is displayed.
a.Title: Modify the title, as needed.
b.Start With: Select the appropriate attributes to create the baseline of this audience.
c.Add to Menu: After defining search criteria, click this option to add this audience list as part of the Favorites Searches in IQ.
d.Re-Use Recent Search: Click this option to use recently created lists.
3. Click + to expand any of the categories.
4. Enter the attributes to Include at the left column and Exclude at the right column.
5. Expand the Search Rules category.
a.Combine Entries With:
And: This option will use all search criteria defined in previous sections.
Or: This option will use any search criteria defined in previous sections.
b. Wildcard Character:
Defaults to an asterisk (*)
Used to perform a partial match.
6. Click List Size to determine the number of contact records based on the criteria.
7. Click Search to view the list of contact records based on the criteria.
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