09002 – Setting up your first Audience

To Get Started

  • Go to Boosters, then click on the Audiences
  • In the Audiences dashboard, click on the (+) button on the upper right corner.
    The Audience setup page will pop-up.
  • Add a name for your new Audience
  • Under Action option, select either None, Send Webhook, Apply Infusionsoft Tag, Apply Active Campaign Tag, Apply Drip Tag or Apply Ontraport Tag
Integrating Audience with a Webhook

If you use an Emailing system other than Infusionsoft, select Send Webhook instead. Once selected, a Webhook URL field will be added to each of the user groups.

+ Add an outgoing Webhook URL to each User Group you would like to setup

+ If you use a service like Zapier.com, we can send the information captured from your customers, to that URL. For more info on using Zapier webhooks, you can visit www.zapier.com

Next, setup your User Groups.

Integrating Audience with Infusionsoft

If you select Apply Infusionsoft Tag, an Infusionsoft Tag menu will appear under each User Group. When you click on the drop-down menu, all the tags setup in your Infusionsoft account will be available.

+ Select one of the tags you setup for your User Groups
If you don’t have User Group Tags setup yet, at the bottom of the drop-down menu you will find an option to create new tags. Simply click on Create New Tag and complete the field provided

+ Once done, the new tag will appear in the drop-down menu and then select it
When your customers submit their information, the relevant User Group tag will be added to your customers Infusionsoft profile.

TIP: You will need to first Integrate your Infusionsoft account with your site before your Infusionsoft Tags will appear in the drop down menu. For steps to do this, please visit Integrating Infusionsoft with your Website

Integrating Audience with Active Campaign

If you select Apply Active Campaign Tag, an Active Campaign Tag menu will appear under each User Group. When you click on the drop-down menu, all the tags setup in your Active Campaign account will be available.

+ Select one of the tags you have setup for your User Groups

+ If you need a different tag to the ones available in the tag drop-down, then you will need to create that tag in your Active Campaign account first.

To do this:

  • Open your Active Campaign account.
  • Click on Contacts at the top of your account dashboard
  • Under the Manage Scoring drop-down, select Manage Tags
    In the next screen, setup the new tag you would like to use.
  • Once done, your new tag will now appear in the Active Campaign tag drop-down.

TIP: You will need to first Integrate your Active Campaign account with your site before your Active Campaign Tags will appear in the drop down menu. For steps to do this, please visit Integrating Active Campaign with your Website

Integrating Audience with Ontraport

If you select Apply Ontraport Tag, an Ontraport tag menu will appear under each User Group. When you click on the drop-down menu, all the tags setup in your Drip account will be available.

+ Select one of the tags you have setup for your User Groups.
If you don’t have User Group Tags setup yet, at the bottom of the drop-down menu you will find an option to create new tags. Simply click on Create New Tag and complete the field provided

+ Once done, the new tag will appear in the drop-down menu > select it
When your customers submit their information, the relevant User Group tag will be added to your customer’s Ontraport profile.

TIP: You will need to first Integrate your Ontraport account with your site before your Ontraport Tags will appear in the drop down menu. For steps to do this, please visit Integrating Ontraport with your Website

    • Label
      Under the Label field, add a unique name for the User Group
      This will not be seen by your customers and used just for your information
    • Display Text
      add one of the Answer options
    • Webhook URL, Infusionsoft Tags, Active Campaign Tags,
      Drip Tags or Ontraport Tags

      This 3rd field will show the tag options for which ever Account you select in the Action menu above. Simply select the relevant tag or add the unique Webhook URL.

Repeat the above steps for each User Group you want to setup.

Show Random Answers
Enable this option, if you would like the answers to the Audience Question to appear randomly each time a user visits your Optin Page. If left unchecked, the answers will remain static.

Once done, SAVE.

Back in the Audiences dashboard, you can:

    • Edit an existing Audience by clicking on the Edit button to the right.
    • Duplicate an existing Audience by clicking on the Duplicate button to the right.
    • Delete an existing Audience by clicking on the Delete button to the right.

That’s it! Your Audience is now setup.

Related Posts

Step 02 – How to Registers users to an Audience
Step 03 – Displaying Custom Content for your Users