Fireside State Example Audience

This gallery provides sample audiences and the steps used to create them, which you can reference when creating your own with the audience editor.

To reach the audience editor, navigate to Outreach > Audiences, and then click the plus button in the upper-right corner of the page to create a new audience.

• Give the audience a name.

• You have the option to restrict your audience so it only gives you constituents within your district. (Please note: if a profile does not have any address data it will be considered "out of district" and be excluded)

• The next part is divided into two sections: Include and Exclude People Matching the Following Rules. These two sections work the same way, but one pulls constituents into your audience while the other removes people. 

• Within the Include/Exclude People Matching [Any Of/All Of] the Following Rules sections, you'll notice a drop down with the options "Any Of" or "All Of." "Any Of" means "or" and should be used when you want to include/exclude people who match any of the provided rules. In other words, the audience builder will include a person in Fireside if she matches rule 1 OR rule 2. Audiences using "Any Of" are more inclusive by nature. "All Of" means "and"  and should be used to include/exclude people who match each of the rules you have listed. In this case, the audience builder will include people in Fireside who match rules 1 AND 2. These audiences are more restrictive by nature. 

• The first "Choose a User Field" dropdown is where you select a user field you'd like to include/exclude. These rule options come from a variety of sources in Fireside. You can choose from the default or custom fields in your database (sometimes created through surveys), affiliations or issue codes, statistics from newsletters, or case and mail history. 

• The middle dropdown has a variety of possibilities. The available options depend on the type of rule you are creating. For instance, there are additional options if you work with a custom field that your office created rather than one of the default address fields.

• • Is Equal To: This option is used to find the people who match one specific response.

  • Has a Value: This option is used to find any people who have any response stored for the selected field.

  • Does Not Have a Value: This option finds any people who have no responses stored for the selected field.

  • Is Any Of: This option is used with single-select and multi-select fields, as well as issues and affiliations. For example, you can use this option in tandem with affiliations to pick one or more affiliations, and the people included/excluded only have to match one of the selected affiliations.

  • Is Like: This option is used to find people who have similar data stored to the data you enter in the audience builder. For example, you could search for HomeAddress Street 1, and instead of using a precise street address, you can use "%Main Street% to find all people with similar entries in their profiles in the HomeAddress Street 1 field.

  • Is After: This option is used in tandem with date fields (i.e., birthdate). For example, use this when you want to include/exclude people born after a selected date.

  • Is Before: This option is used in tandem with date fields (i.e., birthdate). For example, use this when you want to include/exclude people born before a selected date.

  • Matches: This is the only option for fields like Live Event or Casework Criteria. It will allow you to include/exclude people who match the criteria you select in the final dropdown.

• The last dropdown on the right has all the possible answers for the option you selected in the first dropdown. To select more than one response (for multi-select or single-select fields), hold down the Ctrl key while clicking more responses. For affiliations or issues, you simply need to check the boxes next to each one you want to apply to the rule.

• To create more includes/excludes, select the blue plus button to the right of your first rule. You can also delete additional rules by clicking the blue minus button.