How to create audiences in TBit: Static and Dynamic | TBit

How to create Audiences

Access Audiences

Step 1: Make sure you're in the Campaigns window from the main menu.

Step 2: Click in the center where it says "Audiences".

Step 3: Click "+New Audience". A window will open that you need to manage depending on the type of audience: Static or Dynamic.

Static Audience

Step 4: Manage the fields:

• Audience Name

• Description

• CSV File: A file that stores data in table form

• Manual entry

Step 5: You can upload contacts via a CSV file (bulk upload) or enter them manually.

How to create the CSV file quickly:

From Excel or Google Sheets:

1. Open your file

2. Go to File > Download

3. Choose .csv (comma-separated)

Step 6: To upload the CSV, select the document and click "Open".

Step 8: Assign each CSV column a corresponding "Map to" (Phone, Name, etc.).

Step 9: If you need a field that isn't in the list, create it with "+Create a New Profile Attribute".

Step 10: To finish loading, click "Apply Mapping".

Step 11 (Manual): Click "+Add Manual" and manage: Phone, First Name and Last Name. Finish with "Create Audience".

Dynamic Audience

Dynamic audiences update automatically based on the filters you set up.

Step 4: Select the "Dynamic" type.

Step 5: Manage the fields:

• Name: E.g.: "Loyal customers"

• Description: E.g.: "They buy often"

• Target Audience:

  • All contacts (includes new ones automatically)

  • Filtered contacts (uses filters by specific criteria)

• Consent Options: Only include contacts with opt-in or exclude blocked ones

Step 6-7: If you select "Filtered contacts", build the filter.

Step 8: Click "+Add group".

Step 9: Select the tag that matches the group of people you want to include.

Step 10: Click "Create Dynamic Audience" to finish.