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Custom Traits

Audiences that are not built around data pulled from the POS are called "custom" audiences. Whether it's "VIP", "Teachers", or "Military"; you can create custom attributes for these audiences a few different ways.

Updated over 3 weeks ago

Prerequisites:

Before getting started, ensure you have:

Required Permissions:

Audiences are available to users 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.

  1. Navigate to Customers > Personas

  2. Find the desired persona and click "Edit Tags"

  3. Create your custom tag and save.

  4. Navigate to Customers > Audiences

  5. Add an audience with the following settings:

  6. 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.

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