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This guide walks you through creating an audience from scratch using the Trackly SMS audience builder.

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Accessing the Audience Builder

  1. Navigate to Audiences in the sidebar
  2. Click New Audience in the top right
  3. The audience builder opens

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Basic Structure

Every audience has:
  • Name: A descriptive name (e.g., “Active Clickers - CA”)
  • Lists: Which sending lists to query
  • Conditions: Filter rules that define who’s included

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Step 1: Name Your Audience

Choose a descriptive name that explains who’s in this audience:
  • “High-Value Clickers - Last 30 Days”
  • “California Subscribers - No Clicks”
  • “Black Friday 2024 Signups”
  • “Revenue > $100 - Re-engagement”

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Step 2: Select Lists

Choose which sending lists to include:
  • Single list: Only contacts on that list
  • Multiple lists: Contacts on ANY of the selected lists
Selecting multiple lists creates a UNION. A contact matching your conditions on List A OR List B will be included.

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Step 3: Add Conditions

Click Add Condition to add your first filter.

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Condition Structure

Each condition has three parts:
PartDescriptionExample
FieldWhat to filter onlast_clicked_at
OperatorHow to comparewithin the last
ValueThe threshold7 days

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Available Fields

FieldDescription
last_sent_atWhen they last received a message
last_clicked_atWhen they last clicked a link
signup_dateWhen they joined the list
FieldDescription
send_countTotal messages received
click_countTotal links clicked
conversion_countTotal conversions
FieldDescription
has_revenueHas made any purchase
revenue_totalLifetime revenue
revenue_averageAverage order value
Any field you’ve defined on contacts:
  • state
  • city
  • plan_type
  • signup_source
  • etc.

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Available Operators

OperatorUse WithExample
equalsText, numberState equals “CA”
not equalsText, numberStatus not equals “churned”
containsTextEmail contains “@gmail”
greater thanNumberRevenue > 100
less thanNumberSend count < 5
within the lastDateClicked within 7 days
beforeDateSigned up before Jan 1
is setAnyHas phone number
is not setAnyMissing email

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Step 4: Combine with Logic

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AND Logic (Default)

All conditions must match: 
Condition 1: Last clicked within 7 days
AND
Condition 2: State equals California
Both must be true for a contact to be included.

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OR Logic

Click the condition group header to switch to OR: 
Condition 1: State equals California
OR
Condition 2: State equals Texas
Either condition can be true.

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Nested Groups

Click Add Group to create a nested set of conditions: 
Group 1 (AND):
  - Last clicked within 7 days
  - Revenue > $50

OR

Group 2 (AND):
  - Signup within 30 days
  - Click count > 0
This matches:
  • Recent clickers with revenue, OR
  • New signups who have clicked

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Step 5: Preview and Save

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Preview

Click Preview to see:
  • Estimated audience size
  • Sample contacts that match
  • Any issues with your conditions

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Save

Click Create Audience to save. The audience appears in your list and can now be used in campaigns.

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Example: High-Value Recent Clickers

Let’s build an audience of valuable contacts who are engaged:
1

Name it

“High-Value Clickers - 30 Days”
2

Select lists

Choose your main marketing list
3

Add time condition

Field: last_clicked_at Operator: within the last Value: 30 days
4

Add revenue condition

Field: revenue_total Operator: greater than Value: 50
5

Preview and save

Check the preview, then save

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Editing Audiences

To edit an existing audience:
  1. Go to Audiences
  2. Click the audience name
  3. Make your changes
  4. Click Save
Editing an audience affects all campaigns using it. The new definition applies to future sends.

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Next Steps

Segmentation Logic

Advanced AND/OR patterns

Use in Campaigns

Target your audience