Creating Audiences

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

Accessing the Audience Builder

Navigate to Audiences in the sidebar
Click Create Audience in the top right
The audience builder opens

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

Step 1: Name Your Audience

Choose a descriptive name that explains who’s in this audience:

Good Names
Avoid

“High-Value Clickers - Last 30 Days”
“California Subscribers - No Clicks”
“Black Friday 2024 Signups”
“Revenue > $100 - Re-engagement”

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.

Step 3: Add Conditions

Click Add Condition to add your first filter.

Condition Structure

Each condition has three parts:

Part	Description	Example
Field	What to filter on	`last_clicked_at`
Operator	How to compare	`within`
Value	The threshold	`7 days`

Available Fields

Time-Based Fields

Field	Description
`last_sent_at`	When they last received a message
`last_clicked_at`	When they last clicked a link
`signup_date`	When they joined the list

Count-Based Fields

Field	Description
`send_count`	Total messages received
`click_count`	Total links clicked
`reply_count`	Total replies received
`conversion_count`	Total number of conversions

Revenue Fields

Field	Description
`has_revenue`	Has made any purchase (boolean)
`revenue_total`	Lifetime revenue
`conversion_count`	Total number of conversions
`last_revenue_at`	Timestamp of most recent conversion

DNC (Do Not Call)

Field	Description
`on_dnc`	Boolean — whether the contact is on the Do Not Call list. Use `eq` operator with `true` or `false`

Carrier & Timezone

Field	Description
`carrier`	Mobile carrier name (e.g., “T-Mobile”, “Verizon”). Operators: `eq`, `ne`, `in`, `not_in`, `exists`, `not_exists`
`timezone`	IANA timezone (e.g., “America/New_York”). Operators: `eq`, `ne`, `in`, `not_in`

Carrier and timezone conditions take longer to evaluate than other conditions — use them sparingly in large audiences.

Field	Description
`signup_method`	How the contact was added (`api`, `web_form`, `import`). Operators: `eq`, `ne`, `in`, `not_in`

Custom Fields

Any field you’ve defined on contacts, referenced by its key (per-list):

state
city
plan_type
signup_source
etc.

Available Operators

Operator	Use With	Example
`eq`	Text, number	State eq “CA”
`ne`	Text, number	Status ne “churned”
`in`	Text, number	State in [“CA”, “TX”, “FL”] (is one of)
`not_in`	Text, number	State not_in [“AK”, “HI”] (is not one of)
`contains`	Text	Email contains “@gmail”
`gt`	Number	Revenue gt 100
`lt`	Number	Send count lt 5
`gte`	Number	Click count gte 3
`lte`	Number	Send count lte 10
`within`	Date	Clicked within 7 days
`not_within`	Date	Not clicked within 30 days
`before`	Date	Signed up before 90 days ago
`exists`	Any	Has phone number
`not_exists`	Any	Missing email

Date-based operators like within and before take a relative offset (e.g., 90 days) — absolute dates aren’t supported.

Step 4: Combine with Logic

AND Logic (Default)

All conditions must match:

Condition 1: last_clicked_at within 7 days
AND
Condition 2: custom_fields.state eq "California"

Both must be true for a contact to be included.

OR Logic

Click the small operator button between condition rows to switch that join to OR — the Match AND/OR toggle next to a group header applies to nested groups only:

Condition 1: custom_fields.state eq "California"
OR
Condition 2: custom_fields.state eq "Texas"

Either condition can be true.

Nested Groups

Click Add Group to create a nested set of conditions:

Group 1 (AND):
  - last_clicked_at within 7 days
  - revenue_total gt 50

OR

Group 2 (AND):
  - signup_date within 30 days
  - click_count gt 0

This matches:

Recent clickers with revenue, OR
New signups who have clicked

Step 5: Preview and Save

Preview

The Estimated Size panel updates automatically as you change conditions or source lists, showing:

Total audience size
Size broken down by list
Any issues with your conditions

Save

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

Example: High-Value Recent Clickers

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

Name it

“High-Value Clickers - 30 Days”

Select lists

Choose your main marketing list

Add time condition

Field: last_clicked_at Operator: within Value: 30 days

Add revenue condition

Field: revenue_total Operator: gt Value: 50

Preview and save

Check the preview, then save

Editing Audiences

To edit an existing audience:

Go to Audiences
Click the audience name
Make your changes
Click Save Changes

Editing an audience affects all campaigns using it. The new definition applies to future sends.

Getting Started

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Resources

Accessing the Audience Builder

Basic Structure

Step 1: Name Your Audience

Step 2: Select Lists

Step 3: Add Conditions

Condition Structure

Available Fields

Available Operators

Step 4: Combine with Logic

AND Logic (Default)

OR Logic

Nested Groups

Step 5: Preview and Save

Preview

Save

Example: High-Value Recent Clickers

Editing Audiences

Next Steps

Segmentation Logic

Use in Campaigns

​Accessing the Audience Builder

​Basic Structure

​Step 1: Name Your Audience

​Step 2: Select Lists

​Step 3: Add Conditions

​Condition Structure

​Available Fields

​Available Operators

​Step 4: Combine with Logic

​AND Logic (Default)

​OR Logic

​Nested Groups

​Step 5: Preview and Save

​Preview

​Save

​Example: High-Value Recent Clickers

​Editing Audiences

​Next Steps

Segmentation Logic

Use in Campaigns

Accessing the Audience Builder

Basic Structure

Step 1: Name Your Audience

Step 2: Select Lists

Step 3: Add Conditions

Condition Structure

Available Fields

Available Operators

Step 4: Combine with Logic

AND Logic (Default)

OR Logic

Nested Groups

Step 5: Preview and Save

Preview

Save

Example: High-Value Recent Clickers

Editing Audiences

Next Steps