Set up audiences

Learn how to define groups of visitors you can use in your optimizations.

Set up audiences

Learn how to define groups of visitors you can use in your optimizations.

Audiences in Optimize

Not every visitor comes to your site with the same needs or intent.

Someone arriving from a paid campaign may be interested in a particular product. A returning customer may be ready for a different next step. A visitor from a large company may care about different benefits than someone from a small business.

An audience is a subset of your site visitors that matches criteria you define. You can use audiences to include or exclude groups of visitors so an optimization reaches the people it’s relevant to. For example, you might define audiences for:

  • Mobile visitors
  • Returning visitors
  • Visitors from a specific campaign
  • Visitors from enterprise companies
  • Existing customers

[IMAGE: All site visitors → filters like Mobile, Campaign, Company, Customer → matching audiences.]

Once you create an audience, you can reuse it across optimizations.

How audiences work in optimizations

Audiences play different roles depending on the kind of optimization you’re running.

Traditional Test and AI Optimize use audiences the same way: to define who can enter the optimization. Manual personalization uses audiences to decide which experience each visitor sees.

Traditional Test

Audience = who can participate

Use an audience to limit the test to a specific group of visitors.

Example: Test a higher homepage CTA only with mobile visitors.

[IMAGE: All visitors → Mobile visitors → Base + Variation A]

Eligible visitors enter the test, then traffic is split across the variations.

AI Optimize

Audience = who can participate

AI Optimize uses audiences the same way as a traditional test: the audience defines who is eligible for the optimization.

Example: Run several headline variations only for paid campaign visitors, then let AI decide which variation each eligible visitor sees.

[IMAGE: All visitors → Paid campaign visitors → AI Optimize → Headline A / B / C]

The audience controls eligibility. AI Optimize controls variation delivery.

Manual Personalization

Audience = who sees what

In a manual personalization, audiences are assigned to individual variations.

Example: Show enterprise visitors enterprise-focused messaging and small-business visitors small-business messaging.

[IMAGE: Enterprise audience → Enterprise variation; SMB audience → SMB variation. SOMETHING LIKE THIS]

Here, the audience directly determines which experience a visitor receives.

Best practice: Plan for audience overlap

In a manual personalization, a visitor may qualify for more than one audience. For example, someone might be both an Existing customer and part of an Enterprise company.

When that happens, audience priority determines which experience they receive. Put the more specific or important audience higher in the priority order.

[IMAGE: Existing customers + Enterprise companies → overlapping visitor → higher-priority variation shown.]

Choose how to define your audience

Most audiences in Optimize are rules-based. You define one or more conditions, and visitors who match those conditions become part of the audience.

[IMAGE: Audience builder showing Signal → Condition → Value → Matching audience.]

The rules you can use come from several kinds of visitor data:

Built-in visitor signals

Optimize can use information it already knows about a visitor, such as:

  • Device — like desktop, tablet, or mobile
  • Location — where a visitor is browsing from
  • Referral source — where they came from
  • Previous activity — like new vs. returning

These are often enough for straightforward audiences like Returning mobile visitors.

Campaign and URL data

URL parameters let you build audiences using information included in a visitor’s URL.

For example: utm_campaign = enterprise-launch

You could use that signal to create an audience of visitors arriving from a specific ad, email, or campaign.

CRM and marketing data

Connected tools can make lead, customer, or account information available for audience rules.

For example, you might define audiences for:

  • Existing customers
  • Qualified leads
  • Target accounts
  • Visitors at a particular lifecycle stage

This lets you tailor an experience using information your team already knows about the visitor or account.

Company data from Enhanced Match

Enhanced Match can give you company-level signals for some otherwise anonymous visitors, such as:

  • Industry
  • Company size
  • Company domain
  • Estimated revenue

For example, you could combine industry and company size to define an audience of Large healthcare companies.

Custom attributes

Custom attributes let your team pass additional visitor information into Optimize when the built-in signals don’t cover what you need.

For example: customer_tier = enterprise

You could then use that attribute to define an Enterprise customers audience.

Note: Custom attributes typically require developer support.

Code-based audiences

For advanced cases that rules can’t express, you can build a code-based audience using custom JavaScript.

The code evaluates whether a visitor meets the condition. If it returns true, the visitor matches the audience.

For example, you could create an audience that only qualifies visitors whose browser window is tall enough to display a large hero image above the fold.

[IMAGE: Screen height ≥ 760px? → Yes → Large-screen audience.]

For most targeting needs, start with rules-based audiences. Use code-based audiences when the targeting logic you need isn’t available through rules.

Start simple

Audience rules can get specific quickly. But the more conditions you add, the fewer visitors will qualify.

Start with the simplest audience that supports your goal. Add more rules only when they serve a real targeting need.

[IMAGE: Broad audience → more visitors; more rules → smaller audience.]

Before using an audience, check that it:

  • Includes the visitors you intend
  • Excludes the visitors you don’t
  • Still has enough traffic to support the optimization

For tests and AI Optimize, that last point matters especially because smaller audiences mean less data to learn from.

Ready to keep going?

Next, you’ll use the foundation you’ve set up — tracking, connected data, goals, and audiences — to find high-impact opportunities worth optimizing.

1

Intro

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1

Welcome & overview
2:00
Welcome & overview
Coming soon

1

Intro to Optimize
2:00
Intro to Optimize
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1

Optimization types
6:22
Optimization types
Coming soon

2

Setup & configuration

Coming soon

2

Tracking & consent
2:30
Tracking & consent
Coming soon

2

Connect your data
3:00
Connect your data
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2

Set up goals
4:00
Set up goals
Coming soon

2

Set up audiences
4:30
Set up audiences
Coming soon

3

Deciding what to optimize

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3

Finding high-impact opportunities
3:00
Finding high-impact opportunities
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3

Build an optimization roadmap
2:00
Build an optimization roadmap
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3

Common things to test and personalize
3:00
Common things to test and personalize
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4

Building and launching optimizations

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4

Traditional tests
3:30
Traditional tests
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4

Manual personalizations
3:30
Manual personalizations
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4

AI Optimize for tests and personalization
3:30
AI Optimize for tests and personalization
Coming soon

5

Reviewing results and monitoring performance

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5

Interpreting traditional test results
4:00
Interpreting traditional test results
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5

Interpreting manual personalization results
4:00
Interpreting manual personalization results
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5

Interpreting AI Optimize results
4:00
Interpreting AI Optimize results
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5

Monitoring site performance
3:30
Monitoring site performance
Coming soon

6

Wrap up

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6

Optimization best practices
4:30
Optimization best practices
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6

Next steps & additional resources
2:00
Next steps & additional resources
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Use your data to find high-impact opportunities and form a testable hypothesis.
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