How to create an Audience in the Fan CRM
Learn how to build high-converting audiences by combining clear campaign goals with structured search formulas.
Step 1: Defining your goal
Before opening the search tool, determine your core objective. Most effective CRM audiences focus on one of five distinct goals:
- Re-engaging inactive fans (bringing back cold leads)
- Rewarding loyal fans (VIP perks, exclusive presales)
- Activating sponsor-ready segments (commercial partner deliverables)
- Excluding recent buyers/winners (preventing ad fatigue)
- Nurturing first-time engagers (onboarding new fans)
Of course, feel free to define your audience in whatever way is best suited to your business needs.
Step 2: Add your filter parameters
Navigate to Fan CRM > Search and click "+ Add parameter"
Take a look at our Fan CRM Field Definitions guide to review what a specific parameter does and how to use it safely.
Depending on what you're trying to achieve, you can approach your audience setup in a few different ways:
- Build Custom: Pick and choose any filters based entirely on your unique campaign needs.
- Use a Standard Search: Review our Common Audience Searches in our Fan CRM Search help guide.
- Use the Formula: Follow our 4-part framework listed below to build a balanced query from scratch.
Audience = Who + Behaviour + Time + Exclusions
| Component | Description | Example Parameters |
| Who | Demographics and core attributes defining the fan profile. | Location (city/radius), Age, Gender, Fan Rating, Fan Source, Custom Form Fields. |
| Behaviour | Specific actions taken (or not taken) by the fan. | Participated in a campaign, purchased tickets/merch, attended an event, clicked SMS/Email. |
| Time | Recency or date parameters attached to the behaviour. | Active in the last 30 days, created between specific dates, inactive for 90+ days. |
| Exclusions | Criteria used to filter out unwanted profiles. | Already purchased tickets, missing marketing consent, recently won a contest. |
Step 3: Run your search & save your audience
Once your parameters are selected, click "Search" to render your segment results. From here, you have two options to utilize your audience:
- Export: Click "Export" to save your audience as a static CSV file or push it to an outgoing integration. Additionally, you can create a scheduled export according to the filter you just created.
- Create an Audience: Save the search as a Filter, then click "Create Audience". This dynamically updates daily as fans meet or drop out of your criteria.
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- Toggle on "Make Audience Dynamic" to ensure it updates in real time.
- Choose to sync to the following ad accounts: Meta, X, Google, TikTok, Snapchat, Hive.
You’re all set! Use your new audience to deliver more relevant ads and boost your campaign performance.
Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com



