View Audiences

To view the list of defined audiences, in FintechOS Studio, click the main menu icon at the top left corner and click Hyper-Personalization > Audiences. The Audiences List page opens listing all audiences that have been created by you. If none, the list will show no data.

Edit audiences

To edit an audience, in the Audiences List page, double-click the record that you want to edit. The audience configuration page appears. You can edit audience settings from the following two sections: Define and Setup and you can also change the audience status. Make the desired changes and click the Save and Close button at the top right corner to save the changes.

Preview audiences

Once you have defined and saved an audience, you can generate an Excel file that lists all the audience data. The preview is generated asynchronously by a job scheduler and you have the option to receive an email notification when the Excel file is ready. To create an audience preview:

1. In the audience editor, select the Preview tab.
2. Click Insert to create a new audience preview.
3. In the Add Generated Preview window, enter a Begin Date for when you wish to schedule the processing for the preview and select the Send Mail checkbox if you wish to send an email notification when the preview is ready.
   
4. Click Save and Reload at the top right corner of the page.
5. In the Edit Generated Preview page, you can modify the Begin Date and Send Mail options and customize the Email Address where you wish to receive the notification once the preview is ready.
   
6. Click Save and Close at the top right corner of the page.

The Segment Preview tab lists all the audience previews tasks that have been finished, are in progress, or are scheduled to run in the future.

Once a preview generation is finished, if you select it from the list, you will be able to download the Excel file containing audience preview data.