Audiences is Forge's segmentation tool. An Audience is a saved, dynamic filter over your contacts and attendees — used to target communications, gate ticket visibility, or export a list for use in external tools. Audiences update in real time as the underlying data in Salesforce changes.
🖼️ In the Forge app: The Audiences list, showing saved audience segments with member counts and last-updated timestamps.
What an Audience Contains
An Audience is defined by one or more filter conditions applied to contacts, leads, or attendees in your Salesforce org. Common filter dimensions include:
- Registration status for a specific event or event group.
- Ticket type purchased.
- Custom form answer (e.g., 'dietary preference = vegan').
- Geographic region (from contact address fields).
- Tag applied via Forge (custom attribute).
- Session attendance.
Creating an Audience
- Navigate to Audiences in the left sidebar.
- Click 'New Audience' and give it a descriptive name (e.g., 'VIP Ticket Holders — Planner Conference 2026').
- Add one or more filter conditions using the condition builder. Conditions can be joined with AND or OR logic.
- Preview the estimated member count before saving.
- Save. The audience is now available to use in Communications and other surfaces.
Using Audiences
| Where you can use an Audience | What it does |
|---|---|
| Communications > Email | Sends only to members of that audience. |
| Ticket visibility rules | Makes a ticket visible only to audience members (e.g., a member-only early-bird rate). |
| Export | Downloads a CSV of current audience members for use in external tools. |
| Reporting | Filters event metrics dashboards to show only the selected audience segment. |
Audience member lists include names and email addresses sourced from Salesforce Contacts and Leads. This data is fetched just-in-time and never persisted in Forge's own database. Exports create a point-in-time snapshot — handle exported files per your organization's data handling policy.
:::(Note) (Salesforce mapping)
Audience definitions are stored as bt_base__Rule__c and bt_base__Rule_Condition__c records in Salesforce. The member list is resolved at query time by applying conditions to conference360__Attendee__c and related Contact/Lead records.
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