Introduction
- Limitations
Restaurant Experience
- Creating New Audiences
- Managing Audiences (Refreshing, Editing, Exporting, and Deleting)

Introduction

The Audience Segmentation feature enables Restuarant Partners to create an audience by segmenting their guest list by one or more criteria related to guests' account history, order history, and/or loyalty activity. The resulting list can be used to create targeted marketing messages within the Admin Dashboard or be exported to be used on external marketing platforms.

Limitations

Feature Availability

This feature is available on the New Admin Dashboard only

Adding Multiple Segmentation Criteria

Currently, when using multiple segmentation criteria, Restaurant Partners cannot mix and match “And” and “Or” conditions – the same operator will apply to all criteria

Refreshing Audience

After an audience is created, it is not updated automatically as guests, order, and loyalty data change. This requires refreshing the audiences.
Clicking on the “Refresh Audiences” button only refreshes the audiences on the page the user is

Restaurant Experience

Creating New Audiences

Getting Started

Navigate to the "ENGAGE" section of the redesigned Admin Dashboard

Click on the "Audiences” button on the left side navigation bar

Creating an Audience

Click on the yellow "New Audiences" button

Enter the desired audience name in the text box. To minimize confusion, it is recommended to use an audience name that concisely summarizes the criteria or a specific promotion or campaign the audience will be used for

NOTE: Audience Name field cannot be blank

To add segmentation criteria, click on the “Add Search Condition” button to see the dropdown menu listing all available criteria

Select the desired segmentation condition and threshold details

Adding & Managing Multiple Segmentation Criteria

To add 2 or more segmentation criteria, click on the “Add Search Condition” button again
- There are no limits to how many criteria can be applied

To remove a segmentation criterion, click on the Trash Can icon next to the criteria

When using multiple segmentation criteria, the Restaurant Partner has the choice of searching for guest accounts that meet
- All of the chosen criteria
- Any (i.e., at least one of) the criteria

NOTE: Currently, when using multiple segmentation criteria, Restaurant Partners cannot mix and match “And” and “Or” conditions – the same operator will apply to all criteria

Available Segmentation Criteria

Name	Description	Operators	Notes
Delivery Zip Code	The zip code of the delivery address saved on the guest’s profiles	Contains Does Not Contain Is
Total Orders Placed	The guest’s lifetime number of orders	Greater Than Equal To Is Is In Between Less Than or Equal To
Name of Last Order Location	The last location where the guest placed an order	Contains Does Not Contain Is	Clicking in the “Select Location” field will bring up a list of locations to choose from
Account Created Date	The date on which the guest created their account	Greater Than Equal To Is Is In Between Less Than or Equal To	Dates can be entered directly in mm/dd/yyyy format, or by using the date picker (available through the calendar icon)
Last Order Date	The most recent date on which the guest placed an order	Greater Than Equal To Is Is In Between Less Than or Equal To	Dates can be entered directly in mm/dd/yyyy format, or by using the date picker (available through the calendar icon)
Loyalty Points	The guest’s current point balance	Greater Than Equal To Is Is In Between Less Than or Equal To
Loyalty Credits	The guest’s current credit balance	Greater Than Equal To Is Is In Between Less Than or Equal To
Loyalty Tier Name	The guest’s current loyalty tier name	Contains Does Not Contain Is
Name of Most Frequented Location	The location from which the guest ordered most frequently	Contains Does Not Contain Is	Clicking in the “Select Location” field will bring up a list of locations to choose from

Operators

Below are descriptions of each operator:

Operator	Used For	Definition
Is	Text Numbers Dates	Searches for the exact value
Contains	Text	Searches for location(s) or zip code(s) that contains the input value
Does Not Contain	Text	Searches for location(s) or zip code(s) that does not contain the input value
Greater Than or Equal To	Numbers Dates	Inclusive of selected value (e.g., Greater Than or Equal To 30 will include 30) For dates, “greater than or equal to” means on or after the select date
Less Than or Equal To	Numbers Dates	Inclusive of selected value (e.g., Less Than 30 will include 30) For dates, “Less Than or Equal To” means on or before the select date
Is In Between	Numbers Dates	Inclusive of selected endpoints (e.g., In the Range of Jan 1 - Jan 30 will include Jan 1 and Jan 30)

Final Steps

When the segmentation criteria have been finalized, click on the "Create Audience Button" to save the audience and exit

- On the "Audiences" page, you'll see how many guests are included in each audience ("Current Size") and when the segmentation criteria were last updated ("Last Update")

NOTE: After an audience is created, it is not updated automatically as guests, order, and loyalty data change. This requires refreshing the audiences. For more information on refreshing audiences, please refer to the “Refreshing Saved Audiences” section of this document.

Managing Audiences (Refreshing, Editing, Exporting, and Deleting)

Seeing Patrons Included in Save Audiences

To see which patrons are included in each saved audience, click on the audience name from the “Audiences” page

You will then be brought to a page that lists the first name, last name, phone number, email, and account creation date of patrons that are included in each audience. You will see the name of the audience you are viewing in the upper lefthand corner of the page

Sorting Saved Audiences

Audiences can be sorted by audience name, current size, or last updated date by clicking on one of the column headers. A teal arrow will appear next to the column title to show the order in which audiences are being sorted (i.e., in descending order by Last Update in the example below)

Refreshing Saved Audiences

To update the saved audiences with the latest guest, order, and loyalty data, click on the “Refresh Audiences” button in the top right corner of the Audiences page.
- Clicking on this button will only update the audiences on the page you are on
- The size of the audience, the “Last Update” time stamp, and the associated export files will be updated accordingly

Editing Saved Audiences

To edit the name or criteria of a saved audience, go to the dropdown menu in the "Actions" column and click on the "Edit Audience" option

Make desired changes to the audience name or segmentation criteria. Once done, click on the "Update Audience" button to save the changes.

Exporting Saved Audience

To export the information about guests that belong to a saved audience in a CSV format, go to the dropdown menu in the "Actions" column and click on the "Export Audience" option.

NOTE: Segments with large audience sizes could take several minutes to export

The export file will include the following columns:

Column Name	Description
id	Unique guest / account ID
firstName	Guest’s first name
lastName	Guest’s last name
email	Guest’s email address
birthday	Guest’s birthday (if provided)
deliveryAddress	Guest’s delivery address on profile (if any)
phone	Guest’s phone number
signUpDate	The date on which the account was created
zipCode	Zip code of delivery address on guest’s profile (if any)
lastSignInDate	Date when the guest most recently logged in
loyaltyCredits	Current credit balance
loyaltyPoints	Current point balance
loyaltyTier	Name of the tier that the patron belongs to
lifetimeSpend	Lifetime spend
lifetimeOrders	Lifetime number of orders
lastOrderDate	Date of the patron’s last order
lastOrderLocation	Location of the patron’s last order

When the export is done, it will be downloaded right to whatever device you are on

Deleting Saved Audiences

To delete a saved audience, go to the dropdown menu in the "Actions" column and click on the "Delete Segment" option

[Engage] Audience Segmentation & Export

Introduction

Limitations

Feature Availability

Adding Multiple Segmentation Criteria

Refreshing Audience

Restaurant Experience

Creating New Audiences

Getting Started

Creating an Audience

Adding & Managing Multiple Segmentation Criteria

Available Segmentation Criteria

Operators

Final Steps

Managing Audiences (Refreshing, Editing, Exporting, and Deleting)

Seeing Patrons Included in Save Audiences

Sorting Saved Audiences

Refreshing Saved Audiences

Editing Saved Audiences

Exporting Saved Audience

Deleting Saved Audiences

Comments

[Engage] Audience Segmentation & Export

Introduction

Limitations

Feature Availability

Adding Multiple Segmentation Criteria

Refreshing Audience

Restaurant Experience

Creating New Audiences

Getting Started

Creating an Audience

Adding & Managing Multiple Segmentation Criteria

Available Segmentation Criteria

Operators

Final Steps

Managing Audiences (Refreshing, Editing, Exporting, and Deleting)

Seeing Patrons Included in Save Audiences

Sorting Saved Audiences

Refreshing Saved Audiences

Editing Saved Audiences

Exporting Saved Audience

Deleting Saved Audiences

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Comments