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Documentation Audience Management

Audience Management

Audience Management Reference

Browse tenant guides generated directly from the Markdown files in docs/tenant.

Overview

Audience management in Altrinum is centered on tenant-scoped constituent records and the tools staff use to organize, update, and segment those records.

This area supports several related but distinct jobs:

  • maintaining constituent profiles
  • importing profile data from CSV
  • building staff-facing audience groups
  • reviewing communication eligibility context
  • using interest groups where communication preferences apply

Staff-facing areas

The following areas are commonly involved in audience management work:

  • Constituents
  • Constituent Import
  • Audience Groups
  • Interest Groups

These areas may be used together during setup, imports, segmentation, campaign preparation, or data cleanup.

Constituents

Constituents are supporter records that belong to a tenant workspace.

They are not internal staff user accounts.

A constituent record may bring together profile details and supporter history such as donations, registrations, email activity, preferences, and prospect context, depending on the modules enabled and the data available.

Constituent profile tabs

Common profile areas include:

  • Overview
  • Email Preferences
  • Donations
  • Registrations
  • Email Activity

These tabs help staff review the relationship with one supporter across modules rather than checking each activity in isolation.

Constituent import

The constituent import flow is designed for cautious profile updates.

Key characteristics

  • Email is required.
  • The import is profile-only.
  • It does not clear unsubscribes.
  • It does not re-subscribe constituents.
  • It does not rewrite topic preference history.
  • Duplicate emails inside the upload are first-wins; later rows are skipped.
  • External ID matching can be used when external_system and external_id are present and trusted.
  • Merge into... updates an existing constituent profile but does not automatically merge historical activity from two separate people.

Typical review states

Common row outcomes in a dry run may include:

  • Ready
  • Error
  • Possible duplicate
  • Skipped
  • ambiguous conflict rows

Row actions

Common actions available during review may include:

  • Edit
  • Not a duplicate
  • Merge into...

Use these to resolve validation issues, review likely duplicates, and direct profile updates before import.

Audience groups

Audience groups are staff-facing segmentation tools.

They are separate from the core constituent profile because group membership may change over time while the underlying constituent record should remain stable.

Audience group types

Static

A manual or imported list that does not recalculate automatically.

Best used for:

  • staff-curated lists
  • imported working lists
  • one-time campaign preparation
  • temporary operational groups

Dynamic

A rules-based audience that is recalculated from constituent data.

Best used for:

  • donor segmentation
  • event registrant segmentation
  • engagement-based groups
  • exclusion or suppression review groups
  • reusable fundraising or outreach logic

Dynamic rule areas

Dynamic group rules may include filters related to:

  • search / quick segment
  • do-not-contact and tenant marketing status
  • donations
  • event registrations
  • email engagement
  • optional interest group filter

The exact usefulness of a dynamic group depends on the quality and completeness of the underlying constituent data.

Common quick segments

Common quick segments may include:

  • marketing eligible
  • suppressed
  • never emailed
  • emailed but never opened
  • opened but never clicked
  • donors
  • registrants
  • engaged
  • unsubscribed
  • bounced

These are useful for first-pass filtering, investigation, or campaign preparation.

Interest groups

Interest groups are related to communication targeting and preference logic, not just operational segmentation.

A person may belong to an audience group and still not be eligible for a campaign if suppression, unsubscribe status, do-not-contact state, or other controls apply.

Marketing eligibility

Marketing eligibility should be reviewed separately from audience group membership.

Things staff may need to check include:

  • tenant-level suppression
  • do-not-contact state
  • topic preferences
  • other send-time campaign gating logic

This is important because being part of a segment is not the same as being eligible to receive a message.

Notes

  • Constituents are tenant-scoped supporter records, not internal staff accounts.
  • Constituent access currently depends on the email module being enabled for the tenant.
  • Topic preferences do not override suppression or do-not-contact status.
  • Imports should be treated as cautious profile updates, not as a method for resetting communication permissions.