Tips & Tricks to Unlock New Insights with Audience Builder Queries

    Recorded on: December 8, 2022

    Audience Builder is Omeda’s query tool that allows users to segment their audience in service of various marketing goals. In this 15-minute webinar, we share some quick tips for unlocking insights to create more actionable segments.

    Diana Moreno, Client Success Manager at Omeda, leads the webinar.

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    Speaker 1 (00:04):
    Thank you for joining today’s webinar, which is called Tips and Tricks to unlock new Insights with Audience Builder Queries. My name is Diana Moreno and today on this webinar I will be sharing with you some common useful tips in Audience Builder, which can help you glean some insight into your audience so you can make some sound business decisions. So at this point we will dive into audience builder for the demo. You should now see audience builder in front of you. So the first tip is how to identify audience growth in a product. I recently had a customer ask, how can I see a monthly trend of my net new customers for my product? Good question. If you wanna analyze the monthly audience growth for your product, you would go under product here in the field library. In my case it is packaging and using trends. I click on that and then click on first order date. This field date will display when the customer first subscribed to the product, so it’ll show us new subscribers. And just keep in mind that I am currently doing the webinar in a testing database, so I may or may not see accurate results in my queries.

    So for example, let’s say that we wanted to know how many new customers were added to this product for the month of August. So I would put in that date range here in my date picker, and then I would hit search. So let’s say that I got a result of 100, so 100 new subscribers were added to this product in August. And let’s say that I wanted to quickly look at September, so I would swap out those dates here and the date picker. So let’s say I got 50 records, so 100 records in August, 50 records in September. And then let’s say that we wanted to also quickly look at October for a trend end.

    All right, so let’s say that we got 25 records for October. So 100 records in August, 50 records in September, and 25 records in October. So in my example, we would actually be seeing a downward trend and new customers over the past three months. So this is a good way to quickly analyze what is happening with your audience or newsletter growth. Maybe you need to think about now increasing your email efforts perhaps offering additional webinars white papers. Maybe you want to think about doing some special offers or some cross promotions putting these new customers through an odyssey, voyage for example. Or a welcome series. So just some different ideas on how to reach new customers. So I’m gonna clear this out and you can either clear this out by trashing it or by hitting new, which will reset everything.

    Okay? another useful tip is how to identify the records in your database that are very engaged. And here we will u use the lytics skittle. And a little side tip, if you want to quickly find what you’re looking for in the field library you can use the search field. So I’m gonna type in lytics and then hit enter, and then it will highlight all of the fields with lytics in them. If you only want to see the matches, then you come up to this button and just click on it in order to enable it. And it will only show us the fields with lytics in them.

    Okay, so then back to our example. Alright so here I’m interested in seeing the page visit behavior for my website. So for example, let’s say that this first website is what I’m looking for. So I’d select this, and then under action count, I’m gonna going to enter the number of page visits I would like to see. So here, for example, I’m gonna do greater than or equal to two, which is greater than or equal to two page visits for this website. And then here, I’m going to enter a relative date. So I’m gonna just for the example, put in two years ago through today, so we a relative date, and then I’m gonna come down and hit search. Okay, so 93 records visited this particular website two or more times in the past two years. You could also take it a step further by adding in the known records.

    And to do that, you would come up to the anonymous known skittle and then just select your known fields, and then it would bring in known records. This is a good way to target an audience. For example, let’s say that you would like to do progressive profiling. Maybe you would like to do a refer a friend or a forward to a friend email effort, perhaps you want to offer this audience some high value content assets, like such as a specialized ebook or a white paper, or offer them a survey. So just diff different ways that you can take your engaged customers to the next level. And then likewise, you can also bring in your anonymous records. So in order to do that, you would deselect the known fields and then just select the anonymous field. And with these records, you can possibly put them through an odyssey voyage or maybe serve them with a personalization ad or a meter in order to convert them from unknown to known visitors.

    So again, I’m gonna reset my screen here, so I’m gonna hit new, I know we’ll reset everything. All right. Another way to identify very engaged records is to use the most recent engagement date field. So I’m gonna find that here. I’m gonna click on most recent engagement date field. And then here we can select the different ways the customers have engaged. So for example, maybe I want to pull in customer records that have clicked on an email and then overlay those with cu customer records that have lytics behavior, for example. And then I’m going to do a date range of two years ago through today. So another relative date.

    All right, so I’m gonna hit search. Okay, so then here, 59 records have either clicked on an email or have lytic behavior within this date range. Notice that this defaults to the OR value, but you, you can also click on and depending on your business needs for the query, then you would hit search, and then you can also pull in your product. So you would, we would come down to the product and then just find it and then pull it in. So just some different ways that you can pinpoint your engaged records. Okay? so for the next example I’m going to show you how to use the crosshatch report with your queries. So this report is found under here, report, and then crosshatch. So this report offers an easy way to spot check the records in your query, especially for data such as demographics. For instance, maybe

    Speaker 2 (08:54):
    Here we want to check the job title of our customer records. So in order to do that, I’m gonna go to Rose and then just select state. And then for columns, I’m gonna select job title, and then I’m gonna deselect this box here. And then we can either export this to CSV or just update report. And I’m, I’m going to click on this today and then we get this. Alright, so then the way to read this is two customer records from Illinois have a job title related to design and development engineering. And for example, one record from New York has a job title related to sales and marketing. And also you can click on the hyperlinked results here. And then you can either export these to CSV file or open as a query as well. So this report offers an easy way to gauge who makes up your customers. So you can maybe think about start putting together some future email efforts based on this information. Maybe a regional campaign maybe some sponsored content offering white papers to the C-suite level, for example. And this report is also a great one to share with your sales team to follow up on leads. So just different ways in in which you can leverage this report.

    All right, so I’m gonna click out of this and then one more tip. Another quick tip is if you want to find your selected field here in the field library all you have to do is click on this little icon where it says, see how it says find an l h Ss, that means find the left hand side. So I click on it and then this will automatically pop open in the library. So a little quick tip there for you as well. Alright, so I’m gonna reset all of this as well. So I’m gonna click on new. All right. So the next tip is how to save a Q Skittle, also known as, as a custom skittle. Many times you will find yourself pulling the same criteria over and over again. In order to save yourself some time, you can save the selected criteria in the field library and then use it later. So for example, if you’re finding that you are always pulling email address present and valid email, for instance, we can save this selected criteria as a Q skittle. So in order to do that, I’m gonna click on save As, and then I’m gonna name my query.

    Speaker 3 (11:55):
    Then I’m gonna t from query over to Query Field. And then we can either add this to an existing q skittle or we can create a brand new q skittle. So in my case, I will create a new one. So we’re gonna go find the new folder, and then we’re just gonna name this Q skittle. And then I’m gonna hit save here. So notice once you hit save that the Q skittle will immediately show up here in the field library, represented by this little Q icon here with a little circle. So I’m gonna show you how to use the Q skittle. So I’m gonna trash this.

    All right. So I’m gonna open up our Q skittle and then pull in our saved query. And then at this point, we can finish building out the rest of our query. So this offers a shortcut to building queries. So Q skittle is also a great way to look at any KPIs that you may be consistently pulling, either maybe on a weekly basis, monthly basis. So it is a great feature to use for that as well. Okay, so then the last tip is if you want to spot check your individual records and audience search, you can do that starting in here in audience builder. So we’re offering a shortcut. All right, so then I’m just going to pull in a criteria and then I’m just gonna save this as a query. You save as, and I’m just gonna do Diana test, and then I’m gonna hit save.

    Okay, so anytime you save a query, please notice that the net selected number turns into a hyperlink. So you can click on hyperlink and then open in audience search. So I’m gonna click in here and then see how it takes us directly to audience search. So here I can individually spot check any customer records. Maybe I want to double check what products the customer is tied to. Perhaps I wanna make changes to their contact information or maybe check their opt-in or opt-out or delivery information, et cetera. So this is a nice little tip for you to go from audience builder to audience search. So this concludes our webinar for today. If you have any follow-up questions, please feel free to contact your client’s success manager directly, and he or she will assist you. Please also feel free to reference today’s webinar slides for information on today’s presentation. Thank you and have a great day.