How to Save an Audience in CRM
Refer back to an audience anytime in the CRM
About Audiences
Audiences are a saved view of all of your entities in the CRM after filtering by entity types, sub-events, created date, and more. After saving an audience, you can export them in a CSV or a Google Sheet and select them as a recipient for emails.
How to Save an Audience
1
Go to CRM from the left-hand size navigation menu.
2
Filter CRM as desired by clicking the Edit Filters button. Learn more about Filters.
3
Confirm filters by clicking the Apply Filters button on the bottom right.
4
Click the Save Audience option from the CRM Actions section beneath Current Filters.
5
Give the Audience a name.
6
Save the Audience by clicking the Save button.
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