Build Your Audience (Step 3)

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Prerequisites

• Texts
• Workflows
• Completion of Step 1 and 2 (create use case, setting up work flow)

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Step 3: Build Your Audience

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Create an Audience List

1

Go to Workflows > Audience Builder > + New Audience List

2

Choose your audience source:

• Option 1: ServiceTitan Audience
  • Import audiences directly from your ServiceTitan Marketing Pro account
  • Lists sync automatically with your ServiceTitan data
  
• Option 2: XLSX Import
  • Upload a spreadsheet with your target contacts using this template.
    • The upload WILL NOT work if they don’t save this as a regular .XLSX file and don’t follow this template.
  • Contact your Avoca representative for the correct template
  • Include customer information like name, phone number, email, and address
  • For ServiceTitan customers: Include Customer IDs to link with existing records

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Audience Settings

• Prevents sending messages to people recently contacted via Avoca
• Set your desired exclusion window

• Upload a list of phone numbers that should never receive messages
• Go to Workflows > Exclusions > Upload List
• The only thing you need to do is upload a document with a single column with the column title: Phone Numbers 1

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Testing Your Messages

1

Create a small test audience (max 20 contacts, or just your own number)

2

Click Schedule on your audience list

3

Select Text as the outbound channel

4

Select your use case

5

Toggle on ‘Test Run’ to enable testing

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