Prerequisites:
Before getting started, ensure you have:
Required Permissions:
Audiences are available to staff members with the following permissions:
Analyst
Marketing
Marketing Analyst
Operator
Owner
Audience limits by plan
All plans include 10 pre-made audiences. In addition, each plan supports the following number of custom audiences:
Starter: up to 10
Pro: up to 500
Enterprise: up to 1,500
How to Create Discount Groups from your POS
If you have Discount Groups set up in your connected POS, AIQ can use them to create custom audiences:
Custom Brand Traits / Discount Groups --> Contains --> {{discount group name}}
Make sure the discount group name spelling matches what you have set up in your POS. After you create this audience in AIQ, any contact added to the group in your point of sale will be automatically added to this audience
How to Add a Custom Tag to a Persona Manually
You can manually add contacts to a custom audience by adding a tag to their persona.
Navigate to Customers > Personas
Find the desired persona and click "Edit Tags"
Create your custom tag and save.
Navigate to Customers > Audiences
Add an audience with the following settings:
custom brand trait --> dashboard --> contains --> {{tag name}
It takes about ~6 hours for the audience to populate with the personas who possess the tag.
How to Add a Custom Tag to Persona(s) via File Upload
If you have a large list of personas you need to import, you can use the Bulk Import Personas. Here you can upload custom traits.
How to Remove a Custom Attribute from a Persona
There are four ways to remove a custom attribute from a persona:
Delete by match (Parent + Key + Value): Remove one specific attribute by supplying the exact parent, key, and value combination.
Delete all attributes at once: Remove every custom attribute on a persona in a single operation.
Overwrite the entire attribute set: Submit a new list of attributes — only the attributes in the new list are retained; everything else is removed.
Campaign Flow "Personas Update" step: Automate removal via a Flow using the Persona Update node, which matches attributes by key only.
ℹ️ Merged accounts: All removal methods also accept ?all=true to apply the change across all merged accounts at the same time.
Sign-Up Form Limitation
Sign-up forms can only add custom attributes to a persona. Leaving a field blank on a sign-up form does nothing — it does not remove or clear the attribute. If you need to remove a custom attribute, use one of the removal methods above.