Within Influ2, a cohort is a group of targets that meet specific criteria of your choosing. You can easily build a cohort, assign them a tailored journey, and deliver relevant content to maximize your budget and boost results.
Example: Imagine you’re launching a special offer for marketers across North America; you want every dollar of your ad spend to count by targeting only people who meet this criteria. You also want to exclude current customers and competitors from seeing your ads.
How to create a cohort
- While logged into your Influ2 account, click the Cohorts tab on the left-hand navigation.
- Click the Create cohort button in the top right corner.
- Give your cohort a unique name.
- Use the Journey drop-down to select which Influ2 journey you want this cohort to experience.
Note: If you don’t already have a journey ready for this Cohort, you might need to go back and build one. - (Optional): Set a Reach limit to ensure you don’t use more slots than you want to.
Add Include criteria
- Use the Add audience drop-down to choose which of your integrated CRM source(s) you want to sync users from.
Additional resource: Learn how to activate your Influ2 integrations - Give your inclusion audience a unique name.
- Use the Add criteria drop-down to choose the Contact, Account, Lead, and/or Opportunity criteria you want to use to pull targets into your Cohort.
Note: If you use Lead criteria to build your audience, you cannot mix it with the other criteria (e.g. Contact, Account, Opportunity) - Choose the logic (e.g. contains any of, contains none of, is any of, is none of) you want to use.
- Choose the values you want to use.
Add exclusions (optional)
Note: If you want to do this, you’ll need to build at least one Cohort of users to exclude; in our example, I built a Competitors cohort and a Current Customers cohort beforehand.
- Add a unique name for the group(s) you want to exclude.
- Click the Select values box and choose the pre-built cohorts of users you want to exclude from this new cohort that you’re building.
Results and performance
When you’re satisfied with the information you’ve provided, click the Apply changes button. Your results will appear at the bottom of the screen.
Note: If "Include new owners" is toggled on, targets that haven't yet been assigned an owner will be included.
Once you’ve created your cohort and it’s been running, you can check its performance at any time from the Cohorts tab.