Build a New Audience
Step 1 Create New Audience
- From the Home Page, click the Create Audience button
- Or from the Audiences screen, click the blue Create button.
- Then click the Audience link in the pop up selection box.
Step 2 New Audience Page
The screen refreshes to display the New Audience page.
- Type the name of the audience. This is a required field.
- The Account field is defaulted to the account that you have permission to create audiences for and place orders for. Some business types may have more than one account to choose from in the drop down menu.
- Choose a Marketer from the drop down menu that you want to create the audience for. Depending on your business type, this option may default to a pre-determined selection.
- Select the Mart you will create an audience for. You can make a selection by clicking the drop down arrow.
- The Build For field defaults to your user ID. This selection can be changed by making a selection from the drop down menu.
- The suppliers are selected by default based on the suppliers currently available to you. If you do not need to use one or more of the defaulted suppliers, simply deselect the check box.
- Select the usage type for your audience; the page refreshes to display a green banner message confirming that the usage type(s) selected are available for your use. In the event the banner displays red, contact Client Services for assistance.
- If applicable, select the Limit To criteria.
- Click the Save & Continue button.

Step 3 Global Criteria Selections Page
The screen refreshes to display the Global Criteria for your audience. The Geography section can include the following options: Zip code radius, zip codes, area codes, Sectional Center Facility (SCF) list, cities, counties, direct marketing areas, Metro Statistical Areas, states, Nationwide. Not all of these options may be available for your account.
The Global Suppressions and Global Rejects for this audience may be selected by clicking the links on the left of the page.
Please contact Client Services if you don’t have an option available that you need.
- Make your Geography, Suppressions and Rejects Selections.
- Scroll to the top of the page (or press CTRL+PageUp) and click the Save & Continue button.

Step 4 Criteria Selections Page
The screen refreshes to display the Geography and Criteria Selections sections on the Defining Levels page. The information entered on this page is specific to the Level you are currently building.
- Type a name or description in the Level Name text box.
- If you have already entered geography selections on the Global Criteria page, click the Criteria Selections link.
- Note: Global Geography can be removed for a level, by de-selecting Use Global Criteria and selecting geography specifically for a single level.
- Add criteria appropriate to your audience.
- Scroll to the top of the page (or press CTRL+PageUp) and click the Save Level button.

Step 5 Level Summary
- The page refreshes to display the Level Summary. If additional levels are required for this audience, click the Add Level button and complete the necessary information.
- Levels can be hidden/displayed by clicking the arrow next to each level.
- The icons in each row can be used to edit, delete, or copy.
- Click on the up/down arrow icon at the end of each row to drag levels around and change the order.
- When you have added as many levels as necessary, click the Continue button. Note: at least one level is required to continue.
Note: if editing a program that is on auto-order, continue will take you to the auto-order screen to review your auto-order settings as re-ordering or removing levels may impact those settings.

Step 6 Review the Build Summary Page
The screen refreshes to display the Build Summary page.
- Review your selections and confirm that no changes are required. If changes are necessary, you can make changes to your Global Criteria by clicking the blue Edit Global button. You amy change, delete or add levels by clicking the blue Edit Levels button.
- Click the blue Build Audience button.

Step 7 Review the Audience Summary and Order Records page
The screen refreshes to display the Audience Summary and Order records page. Review the information displayed.
- Select the Usage Type for this Audience. Only Usage Types that are displayed with a green check mark may be included in your order. If you have any questions about Usage Types notated with a red check mark and text, please contact your Customer Representative.
- Select the records to order. Once you have selected the Usage Types and records for your order, the Save & Continue button becomes enabled
- Click the Save & Continue button.
