We've recently updated the way you can see and use your contact tags and audiences, which will make selecting campaign recipients a lot quicker, simpler and clearer.
This change will mean that some groups may no longer appear in your Audience list, but you can still easily target these contacts! Here's why and how:
Previously, whenever your CRM contacts were synced, Audiences would automatically be created or updated in your ActivePipe account, based on each individual contacts segments or categories. Behind the scenes, this was driven by adding or removing tags of the same name, to each contact.
In the past this could lead to possibly hundreds of audiences within your account, including old, obsolete, or empty lists.
Now that you can easily select contacts with specific tags to target your emails to, there is no need for this to happen, in fact, it creates unnecessary duplication and confusion.
From now on, when your contacts sync, they will still be added or updated as they always have been, but you'll see their segments or categories reflected in their tags, rather than in Audiences.
To target these contacts, simply select the tag, rather than the previous audience when selecting your recipients.
Contacts managed through CSV uploads
When you upload a CSV file, previously you were asked if you would like to add the contacts to a new or existing audience. In the background, these audiences were managed by adding contact tags.
Now that you can target tags, you will be asked if you would like to add tags instead, again removing the need for superfluous audiences to be added to your list.
What about the audiences I've been using in existing campaigns?
If any of the audiences you use in active campaigns were automatically created, we've updated this for you to the relevant tag/s.
So if I'm using tags, why do I still need audiences?
Audiences will remain an important tool to filter and target more refined groups of contacts.
For example, you might like to target all contacts tagged as potential sellers, within a certain suburb.
These very specific but fluid groups will continue to update as the contacts tags and attributes change.
All audiences you create within ActivePipe will remain local to your account.
This update will declutter your Audience list, making it succinct, relevant and easy to navigate, and remove the confusion of seeing both a tag and an audience of the same name in your recipient options.