Organizing Your Audiences

To add structure to your Spaces, you can organize Audiences into folders and clone Audiences within, and between, Spaces.

Working with folders

Folders allow you to group Audiences together. You can create, edit, and search through folders directly within the Engage Audiences page.

Creating a folder

To create a Folder, follow the steps below:

1. Navigate to the Audiences tab within your Space.
2. Click Create, then select Folder from the dropdown menu.
3. Give your Folder a unique name, then click Add Audiences.
4. Search for and select the Audience(s) you want to add to the Folder.
5. To confirm the new Folder, click Add Audiences.

Editing and disbanding folders

To edit the name or description of a Folder you’ve created, click the More Options icon and select Edit. Once you’ve made your desired changes, click Save.

To disband a Folder you’ve made, click the More Options icon and select Disband. Audiences from the disbanded Folder return to your main Audience list.

Moving Audiences into folders

To move an Audience to a Folder you’ve already created, follow the steps below:

1. Navigate to the Audiences tab within your Space.
2. Hover over the Audience you want to move.
3. Check the selection box that appears next to the Audience name.
4. (Optional): Repeat Steps 2 and 3 to move multiple Audiences.
5. Click the Move icon that appears in the Audiences header.
6. Select your destination Folder from the modal window.
7. Click Move to confirm and move the selected Audiences.

Clone Audiences

Audience cloning creates a copy of your Audience. You can clone an Audience within the same space, or clone an Audience to a different space.

Clone an Audience inside a Space

To clone an Audience within the same Space, follow the steps below:

1. Navigate to the Audiences tab within your Space.
2. Click the More Options icon next to the Audience you want to clone.
3. From the dropdown menu, click Clone.
4. Select Current Space, then click Continue.
5. Configure the Audience, click Preview Results, then click Select Destination.
6. (Optional): On the next screen, connect the Audience to a Destination. Click Review & Create.
7. Give your Audience a unique name, then click Create Audience.

Cloning an Audience between Spaces

You may wish to clone an Audience between spaces for a number of use cases, including the following:

• Copying an Audience between testing and production spaces
• Copying an Audience between business units
• Copying an Audience between teams

To clone an Audience between Spaces, follow the steps below:

1. Navigate to the Audiences tab within your Space.
2. Click the More Options icon next to the Audience you want to clone.
3. From the dropdown menu, click Clone.
4. Select Different Space, choose your target Space, then click Continue.
5. Configure the Audience, click Preview Results, then click Select Destination.
6. (Optional): On the next screen, connect the Audience to a Destination. Click Review & Create.
7. Give your Audience a unique name, then click Create Cloned Audience.

If your target Space doesn’t include the cloned Audience’s events and traits, Engage prompts you to resolve the Space incompatibilities during Step 5. As a best practice, verify that the target Space includes the Audience’s traits and events before cloning.

Delete an Audience

To delete an Audience, follow the steps below:

1. Navigate to the Audiences tab within your Space.
2. Select the Audience you want to delete, then click Settings.
3. Click Enabled to toggle to Disabled, then click Delete Audience….
4. On the Delete Audience prompt, click Delete Audience to confirm.