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Saving customer groups as audiences

Updated on August 4, 2022

Save or export as audiences the customer groups that Value Finder identifies as underserved after eligibility. You can then run distribution tests to get more insight into the current actions that these audiences receive. Use the Value Finder recommendations and your distribution test results as feedback for business stakeholders to inspire them to create new actions and treatments that will be relevant to these audiences.

Pega Customer Decision Hub
Before you begin: Review the customer groups that Value Finder identifies, and then manage the descriptive fields for the groups until you have meaningful and actionable groups from which you can create audiences. For more information, see Analyzing group descriptions.
  1. Save a group as an audience by performing the following actions:
    1. To the right of the group description, click the More icon, and then click Save as audience.
    2. In the Create audience window, enter a name for the audience.
    3. Click Submit, and then click Close.
  2. To export an audience as a CSV file, click the More icon to the right of the group description, and then click Export as CSV.
    Result: The system saves the file to the default download folder on your computer.

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