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Overview

An audience is a saved set of conditions for finding companies and people. Its results change as records meet or stop meeting those conditions. Use an audience to review a recurring group, such as target accounts showing recent website activity or contacts in a particular role at those accounts. Company conditions determine which accounts qualify. People conditions narrow the contacts at those companies. For example, select companies with at least 100 employees, then limit people to your target job titles. The preview shows both groups so you can check the account and contact selection separately. To collect records whose membership you manage directly, create a list.

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Build your audience

1

Start an audience

In the Leads menu, open Audiences. Click New audience, then Create new.To start from an existing audience, choose Duplicate and edit an existing audience instead.
2

Name and share it

Give the audience a name that describes its criteria or purpose. Choose who can view or edit it. New audiences use Invite only; share with selected teammates or choose workspace-wide access as appropriate.
3

Choose companies and people

Under Companies, click Add condition to define the accounts you want. Use company fields, activity, list membership, or related CRM data. Under People, add any conditions that should narrow the contacts at those accounts.Choose and to require every condition. Choose or to allow a match on any condition. Use groups for a combination of the two. The filter builder guide explains these controls and related-record filters.Switch between Companies and People in the preview to review the matches. In this example, list membership and company size narrow three planning accounts to two companies and their three contacts.
4

Review exclusions and save

Enabled exclusions remove matching companies or people from the audience. Review Modify exclusions under Advanced if the preview is missing records you expected. Disabling an exclusion here changes its use for this audience.Click Create audience. Open the saved audience and review its Companies and People tabs before taking action on the results.

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Work with the audience

Use search and columns to review the results. You can export a CSV or use Add to sequence to begin the enrollment review. Follow the sequence enrollment guide for prerequisites and eligibility checks. For ongoing workflows, use the audience in a play trigger or configure Slack alerts.

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Update the criteria

Open the audience’s options menu and choose Edit. Change the conditions, sharing, or exclusions, review the preview, then click Update audience. You need edit access to change a shared audience. Changing the criteria changes which records qualify. Review any plays or alerts that use the audience before making a change that broadens or narrows its scope. To make a separate variation, choose Duplicate & modify from the options menu. For example, add an alternative condition to include Willow Works alongside accounts that qualify by size. The updated audience contains three companies. See grouped conditions for this example’s logic.