What is Audience Builder and how do I use it?

Audience Builder allows you to quickly and easily create and segment audiences from within your Dataro account

With Audience Builder, you can quickly build tailored lists directly within your Dataro account using a variety of filters. Once you have built your audience, you may take a variety of actions, including saving the list, sharing it with a team member, exporting it, or pushing it to an integrated platform, such as your CRM, email marketing platform, or an online advertising platform.

Audience Filters

Dataro has built a variety of filters to allow you to easily query your donor base based on different criteria. 

Filtering with "and" statements

When you select multiple filters for an audience they act as an "and" statement in which both criteria must be true for a donor to appear in the list. For instance, in the example below, we create a list of donors who have both a high mail appeal rank and have also donated a gift of more than $100 in the past 30 days.

As you narrow your list with additional "and" filters, you will see the total number of contacts decrease in the overview panel on the right.

Filtering with "or" statements

Adding an "or" statement allows you to include multiple groups of contacts in one list by filtering for contacts meet at least one of your selected criteria. As shown in the example below, this includes queries such as "any contacts with a high mail appeal ranking who have also given more than $100 in the past 30 days" or "any contacts who have clicked on 2 emails in the past 5 days." 

As you expand your list with additional "or" filters, you will see the total number of contacts increase in the overview panel on the right.

Audience Columns

Columns allows you to add new fields to the table view of your audience and your final export file. You can easily pick and choose which columns to include and then reorder the columns based on how you want the export file to look. 

Audience Actions

Once you're happy with the filters you've selected for your audience, there are multiple actions available. You can:

1. Save the audience to your "Saved Audiences" folder, for future use.
2. Download/export the list, for manual upload to another platform.
3. Share the list with a colleague via email.
4. Subscribe to the list (Manage notifications) to receive email alerts when new contact have qualified for your audience parameters.
5. Push the list directly to your CRM (only for Salesforce and NXT users), which will create a new campaign in your CRM with these donors as campaign members.
6. Push the list directly to your Facebook or Google Ads account to begin an advertising campaign.
7. Create personalized content with Dataro's AI copywriting assistant.

Audience Builder, the power to segment and engage your donor base is at your fingertips. Start harnessing the full potential of your data to drive meaningful connections and amplify your fundraising efforts. If you have any questions or need assistance, our dedicated support team is here to help. Happy fundraising!