What is Audience targeting?

Audience targeting is used to determine to whom experiences should appear. When a user is identified, Appcues makes a check to see what particular content that user is eligible to see. If the user matches the conditions in an experience audience targeting, it means that content can be triggered for them.

Which users should see this experience?

To start off, you can decide on a general level which users should see the content:

• All users
• Users in a segment
• Specific users

All users

This option means that all identified users by your Appcues installation will see the content.

Users in a segment

Segments are a way to manage groups of users for easy, repeatable targeting of your Appcues  experiences. Using the dropdown, find the segment you'd like to use to target this experience. All the users in that segment will be eligible for the content.

Alternatively, you can exclude users in a segment. For that, pick the Specific Users option, select your segment and add the condition ‘doesn’t match'. Now, your experience will target all the users except the ones in the segment.

Specific users

This option allows you to drill down on specific options to determine who should see the content. Depending on which experience you're seeing, below you'll see all the options that can be available.

User property

This options refers to auto-properties or custom properties you've sent into Appcues, specific to the end-user. They can be whatever you send Appcues, like Role, Plan Type, Created At, etc. Read more about using properties in our article Targeting by User & Group Property.

Group property

This options refers to the account-level properties you've sent into Appcues, specific to the end-user's account or wider user group. Learn more about group properties here.

Language

This options refers to the end-user's browser language -- you can create multiple versions of your experiences based on language and target them to the appropriate audience. Learn more about language targeting here.

Flow

This option refers to your Appcues Flows, so you can target experiences based on what other Flows your users have or have not seen, or have or have not completed. Learn more about Flows targeting here.

Modals and Slideouts are considered completed when seen, so in targeting menus, those types of steps will show up as “has been seen”. 

Tooltips and Hotspots are considered completed when the user has interacted with them, so in targeting menus, those types of steps will show up as “has been completed”. 

Mobile Flow

This options refers to your Appcues mobile Flows, so you can target experiences based on what other mobile Flows your users have or have not seen, completed or dismissed.

Pins

This option refers to your Appcues Pins, so you can target experiences based on what other Pins your users have or have not interacted with.

Banners

This option refers to your Appcues Banners, so you can target experiences based on what other Banners your users have or have not seen and dismissed.

Checklist

This option refers to Appcues Checklists, so you can target experiences based on certain checklists being skipped, completed, in progress (at least one checklist item has been completed) or not started.

NOTE: When targeting a checklist based on the completion of a different checklist you may see that the original completed checklist re-appear after the completion and dismissal of the latest checklist. This happens because the checklists are shown until they are actively dismissed by the user.

Event

This option refers to events that happen within your platform that you send into Appcues. You can target based on the event occurring or not. Learn more event targeting here.

Segment

Use a segment or exclude a segment from seeing the content. If you exclude a segment, all users will see the content except the ones in the segment.

Emails

This option refers to Emails sent via an Appcues Workflow. You can target experiences based on emails being or not delivered, opened, clicked, marked as spam, failed or skipped.

Push notification

This option refers to Push notifications sent via an Appcues Workflow. You can target experiences based push experiences being or not sent, opened, failed or skipped.

Advanced targeting options

You may have noticed that some filters display a ‘show options’ button. This button allows you to create further granularity in your targeting. When you click on it, you'll see additional fields to determine when the content should be shown to the user.

Using an event as the example, on top of saying that it must have or not occurred, you can also say how many times it must have had or not occurred:

You can also say how many times it occurred or not in the last X days.

And finally, you can specify a date from which it did or not occurred, as well as how many times.

Use multiple conditions

You can add multiple conditions to an experience, and make it so the user must match all of them or simply one of them.

With the three conditions below, the experience will show to a user on Trial plan and if they are a Cook, and not an Admin. They need to satisfy ALL of these conditions simultaneously.

If it's changed to ANY instead of ALL, the user only needs to match one of the conditions for the experience to show, although it will still show if all conditions match. For example, with the below rules, the experience would show to a user on a Paid plan, even if they are a Cook and not an Admin.