Audiences
Save an audience for your event.
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
Go to CRM from the left-hand size navigation menu.
Filter CRM as desired by clicking the Edit Filters button. Learn more about Filters.
Confirm filters by clicking the Apply Filters button on the bottom right.
Click the Save Audience option from the CRM Actions section beneath Current Filters.
Give the Audience a name.
Save the Audience by clicking the Save button.
How to View a Saved Audience
After creating an audience, here is how you can view the audience anytime afterwards.
Go to CRM from the left-hand size navigation menu.
Click Edit Filters.
Select Audience from the Saved Audiences accordion.
Confirm Audience to Filter by clicking the Apply Filters button.
View CRM with the Audience filter applied.
How to Export a Saved Audience
CSV
Go to Admin Tools & Settings for your event.
Head over to the Participants tab and select Manage Participants.
Click on Saved Audiences.
Select Saved Audience you would like to view.
Saved Audience Click on the Export button.
Go to CRM from the left-hand size navigation menu.
Click Edit Filters.
Select Audience from the Saved Audiences accordion.
Confirm Audience to Filter by clicking the Apply Filters button.
Click the Export option from the CRM Actions section beneath Current Filters.
Select the Data you would like to export.
Click the Export button.
See CSV file in your Downloads on your device.
Google Sheets (CRM)
After creating an audience, you can export it as a Google Sheet.
Go to CRM from the left-hand size navigation menu.
Click Edit Filters.
Select Audience from the Saved Audiences accordion.
Confirm Audience to Filter by clicking the Apply Filters button.
Click the Create Google Sheet option from the CRM Actions section beneath Current Filters.
Name the Google Sheet.
Click the Create Sheet button.
View the Google Sheet.
How to Email an Audience
After creating an audience, that audience can be set as the recipient of emails. To send an email to audience, select the desired audience in the To section when making an email. The Saved Audiences are located at the end of the dropdown after Event Participants for events you have the appropriate admin access.
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