Build audience filters

Open Products → Outbound → Audience Filters to create reusable definitions for campaign audiences.

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Create a filter

1. Select New Filter.
2. Give the filter a name that explains who belongs in it.
3. Select service areas when the audience should be geographically limited.
4. Add an Include group and choose a category such as customer, location, job, invoice, estimate, membership, recurring service, or equipment.
5. Add the criteria that define an eligible person.
6. Add another include group when a separate set of customers should also qualify.
7. Add an Exclude group for records that must be removed from the result.
8. Review the estimated eligible count and preview members.
9. Save the filter, then select it from the Audience step of campaign creation.

Available criteria can include dates, statuses, business units, job types, tags, balances, and other synced fields. Relative date criteria are useful for audiences that should update over time; fixed dates describe a permanent calendar range.

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Validate the audience

Before using a filter in a campaign:

1. Compare the estimated count with the business expectation.
2. Preview representative members and confirm why they qualify.
3. Check service areas and all include and exclude groups.
4. Confirm that recent CRM changes have finished syncing.
5. Apply the separate campaign exclusion list during campaign creation.

An audience filter determines eligibility; it does not override consent requirements, phone-number exclusions, campaign-level recurrence exclusions, or channel availability.

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Maintain saved filters

The Audience Filters list shows active and archived filters, estimated people, linked campaigns, and update time. Edit an active filter when its business definition changes. Archive it when it should no longer be selected for new campaigns.