Changes to the AE user experience will be live on

This guide outlines the changes that an end-user of the platform will experience with the release of a unified Audience Exploration Interface.

User Interface

An account in the ZMP can be set up with a different set of features by the account administrator:

For an account with access to Acquisition features:

  • The current Audience Explorer interface will no longer be accessible and replaced with the new Audience exploration interface

  • Audience > Segments & Lists > Explore Audience will be the pathway to the new unified audience explorer

  • Audiences can be saved as prospect segments 

Only Audience Explorer will be enabled, not Segment Builder

For an account with access to CRM features:

  • Audience > Segments & Lists > Explore Audience will be the pathway to the segment builder

  • Audiences can be saved as customer segments

Only Segment Builder will be enabled, not Audience Explorer  

The Data Cloud team can further assist in data enrichment of customer segments

For an account with access to both Acquisition and CRM features:

  • The current Audience Explorer interface will no longer be accessible and replaced with the new Audience exploration interface

  • Audience > Segments & Lists > Explore Audience will be the pathway to the new unified audience explorer

  • The new Audience Explorer interface enables exploration of customers through the Zeta AI lens and simultaneously creates both customer and prospect segments 

Both Audience Explorer and Segment Builder will be enabled

With Data Enrichment Enabled

  • The Save Audience option is enabled for all explorations

With Data Enrichment Disabled

  • Users can explore the audience using all available filters but cannot save and activate the audience under all conditions

✓ The Save Audience option is disabled when filters are used across CRM and DC (prospect filters)
✓ The Save Audience option remains enabled when 'Only CRM' or 'Only DC' filters are used

Please reach out to your account team or Winnie Shen and David Schey on the Data Cloud team to enable the Data Enrichment Plan

Terminology Changes

Old Terms

Modified to

Segment

Customer Segment

List

Customer List

Zeta Audience

Prospect Segment

Navigation Changes to Expect

Creating a Segment

Earlier, the steps for creating a segment were:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Create New.

2. Select Segment and click on Next.

3. Click on (plus) symbol to add properties of your preference.

4. Click on Save and name the segment as per your choice.

Now, the steps for creating a segment are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select My Customers > Properties and choose the property(s) of your preference.

3. Once you’ve selected the property’s parameter, click on Save Audience and name the segment as per your choice.

Creating a List

Earlier, the steps for creating a list were:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Create New.

2. Select List and click on Next.

3. Drop or browse for a CSV file containing the list of users you want to import.

4. Name the segment as per your choice and click on Save.

Now, the steps for creating a segment are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Click on Add Audience File and select List. Click on Next.

3. Drop or browse for a CSV file containing the list of users you want to import.

4. Name the list as per your choice. and click on Save.

Creating a Query Based Segment

Earlier, the steps for creating a lookalike were:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Create New.

2. Select Queries and click on Next to select your query.

3. Add the parameters to create the query-based segment of choice.

Now, the steps for creating a lookalike are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select My Customers > Query Database and select your query.

3. Add the parameters to create the query-based segment of choice.

Creating a Matched List

Earlier, the steps for creating a matched list were:

1. From the menu on the left, select Audiences > Segments & Lists.

2. Click on the dropdown arrow against Create New and select Prospect.

3. Select Matched List and click on Next.

4. Upload a CSV file with your audience or generate your FTP folder and select the file you want to create the matched list of choice.

Now, the steps for creating a matched list are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select Zeta Prospects > Matched Lists > (plus) icon in the navigator.

3. Upload a CSV file with your audience or generate your FTP folder and select the file you want to create the matched list of choice.

Creating a Lookalike

Earlier, the steps for creating a lookalike were:

1. From the menu on the left, select Audiences > Segments & Lists.

2. Click on the dropdown arrow against Create New and select Prospects.

3. Select Lookalike Audience and click on Next.

4. Fill in the details for your lookalike and click on Generate.

Now, the steps for creating a lookalike are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select Zeta Prospects > Lookalike > (plus) icon in the navigator.

3. Fill in the details for your lookalike and click on Generate.

Creating a Zeta Audience

Earlier, the steps for creating a zeta audience were:

1. From the menu on the left, select Audiences > Explorer.

2. Set the demographic filters and click on Add Audience.

3. Add custom properties to build your preferred audience.

Now, the steps for creating a zeta audience are the same as that of creating a prospect segment, the steps to which are:

1. From the menu on the left, select Audiences > Segments & Lists. Click on Explore Audience.

2. Select My Customers > Properties and choose the property(s) of your preference.

3. Once you’ve selected the property’s parameter, click on Save Audience and name the segment as per your choice.

Actual vs. Estimated Counts

Earlier, to get an actual count of qualifying customers, we could use the spinner icon next to the estimated count on the top navigation:

Now, we can directly see the numbers on the Explore Audience launch page:

Audience Insights

Earlier, to get the audience insights, we could use the users' icon next to the estimated count on the top navigation:

Now, we can directly see the numbers on the Explore Audience launch page under the People tab:

For more information and visuals, please check out our Training Videos.