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Lesson 5 of 11

Simple audience segments

Venue Admin

In the campaign composer, the Audience card has three tabs: Simple, Advanced and Saved audience. Simple is the quickest — you choose one group from a dropdown and, for some groups, fill in one more detail.

Whatever you choose, patrons who cannot be emailed are left out automatically: anyone who unsubscribed or is marked do-not-email, anyone whose address bounced or who reported an email as spam, and anyone with no email address.

The groups you can choose

Choice in the dropdownWho it matchesExtra detail you can enter
All patronsEvery patron of this venue—
Donors (have given)Patrons whose lifetime giving is above $0Min lifetime giving ($, optional) — only donors at or above that amount
Lapsed donors (gave before, not this year)Patrons who have given in the past but have given nothing this calendar year—
Recurring donorsPatrons with an active recurring gift—
Ticket buyersPatrons whose lifetime ticket spend is above $0Min ticket spend ($, optional) — only buyers at or above that amount
By tagPatrons who carry one patron tagTag (exact) — type the tag exactly as it appears on the patron record
Buyers of an eventPatrons who bought tickets to one performance, or to any date of one showOccurrence ID, or Series ID (all dates) — see the note below
By locationPatrons whose address matchesState, City and Zip — fill in any of the three. Zip matches the start of the zip code, so 557 matches every zip beginning 557
By custom fieldPatrons whose custom field matchesThe field, a comparison (is, is not, contains, ≥, ≤, is set, is not set) and a value
One householdEvery member of one householdSearch for the household by name and pick it

Buyers of an event in Simple mode asks for the event's ID rather than offering a list of events. The ID is the last part of the address when you open the event in Admin → Events. It is usually easier to switch to Advanced and add the rule Bought a specific event, which lets you pick the event from a dropdown — see Compound audiences and saved audiences.

A patron who has only ever held free or comp tickets has a ticket spend of $0, so they are not in Ticket buyers. Use All patrons or an event rule to reach them.

By custom field only lists custom fields that are active for your venue. If you have none, the composer says "No custom fields defined for this venue yet." See Patron Custom Fields.

Checking the count

The Recipients card shows Emailable recipients — the number of people in the group who can actually be emailed. It updates a moment after you change the group. Export recipients downloads the full list, including the people who cannot be emailed and why.

Promoted event and exclusions

Promoted event (optional) is a separate card, above the audience. Pick the show the email is about and a checkbox, Exclude buyers of the promoted event, appears already ticked. Leave it ticked to drop everyone who already holds a ticket to that performance, so you do not send a "buy tickets" email to someone who already bought. It works with all three audience tabs.

One email per household

In the Send options card, tick One email per household to send one email to each household instead of one to each member. The email goes to the household's primary contact if they can be emailed, otherwise to the first member who can. The recipient count drops to match. See Households.

To combine groups ("donors who also bought tickets"), exclude a group, or save an audience to reuse, switch to the Advanced tab. See Compound audiences and saved audiences.

Open this topic in the help center

Try it

In the campaign composer, cycle through three preset audience scopes — All patrons, Donors and Ticket buyers — and note how the recipient count changes for each at your venue.

Checkpoint

Answer all 3 questions correctly to mark this lesson complete.

  1. 1. Which patrons does the Donors scope match?

  2. 2. Do preset scopes respect marketing consent?

  3. 3. What does the Specific event scope select?