> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/email-broadcasts/audiences.md). # Audiences An audience is who a broadcast goes to. Make one from a report, a description, a spreadsheet or a query, check who's in it, and see its merge fields. An **audience** is a list of people a broadcast can go to, such as *Active clients*, *Newsletter* or *Retirement evening invite*. You make an audience once and send to it as often as you like. ## The Audiences tab Each audience is one line: | Column | What it shows | | ------------- | ------------------------------------------------------------------------------------------------------------------------------- | | **Audience** | Its name. **Updating…** shows while its members are being copied to the email service, and **Update failed** if that went wrong | | **Kind** | How it's made: **Live**, **Fixed**, **From a report** or **From a spreadsheet** | | **People** | How many people were in it when it was last updated | | **Last sent** | When a broadcast last went to it | | **Updated** | When its members were last brought up to date | Search by name, or use the buttons to show one kind. Hover over an audience and click **Send broadcast** to send to it straight away. ### Live or fixed * **Live** audiences follow a rule, such as "active clients with an email address". They're re-checked just before every send, so new people who match join and people who no longer match drop off. * **Fixed** audiences keep the people they had when you made them. * **From a report** audiences take a copy of the report when you make them. Click **Update members** to run the report again. ## Make an audience
New audience in three steps: Describe it is chosen and a description typed, the list is checked showing 214 people and who was left out, then it's named and created

Who, check the list (with the merge fields it gives you), name it. All names are examples.

Click **New audience**. There are three steps. ### Step 1: Who Choose how to say who's in it: * **From a report**: everyone on a Salesforce report you already have. Start typing the report's name, then click it. * **Describe it**: say who you want in plain words, for example *clients aged 55 to 70 with an email address*. Rubica builds the rule for you. * **From a spreadsheet**: a list someone exported and refined, matched back to your clients. It has its own steps. See [Audiences from a Spreadsheet](/households/email-broadcasts/spreadsheet-audiences.md). * **Write a query**: for admins, a SOQL query. Include `HasOptedOutOfEmail` so people who've opted out are marked as unsubscribed in the email service. Click **Next**. ### Step 2: Check the list You'll see how many people are in it, who was left out and why (for example no email address, or the same email as someone else), and the first few people. For **Describe it**, the rule that was built is shown too, so you can check it matches what you meant. Underneath is the list of **merge fields this audience gives your templates**: everything the email can say about each person, such as their first name or greeting. Click one to copy it. See [Merge Fields](/households/email-broadcasts/merge-fields.md). If it's not right, click **Back** and change your description or pick another report. Otherwise click **Next**. ### Step 3: Name it 1. Give the audience a name people will recognise. 2. Choose whether it **keeps itself up to date** (live) or **keeps these people** (fixed). Report audiences always keep a copy, which you can update later. 3. Click **Create audience**. The audience appears on the **Audiences** tab, showing **Updating…** while its people are copied to the email service. That usually takes under a minute for a few hundred people. ## Look inside an audience Click an audience to open it. You'll see: * how many **people** are in it and when it **last** had a broadcast, * **Who's in this?**: a plain-words description of the audience's rule, * a warning if the rule doesn't check **Email Opt Out**, so you can ask your admin to add it, * **Merge fields**: what a template can say about each person, with an example value. Click one to copy it, * the first people in it. Buttons along the top: * **Send broadcast**: send to this audience. * **Update members**: bring its members up to date now. For a report audience this runs the report again. * **Resend ↗**: open the audience in the email service.