People
Reach people from your list
Turn the people in your list into announcement audiences: everyone, leads, customers, subscribers, form sign-ups, event guests and tags.
People is where your audience lives; announcements are how you write to it. Every announcement's Send to list is built from the people in Audience → People, so the way you tag and organize people decides who you can reach.
When to use this
- You imported a list and want to tell everyone you've moved to Soul.
- You want to follow up with everyone who signed up through one form.
- You want to write only to people you tagged after a retreat.
- You want to invite your leads to buy, without emailing your paying members.
Which audience matches which people
| Send to option | Who receives it | The matching view in People |
|---|---|---|
| "Everyone (subscribers, customers, leads)" | Everyone in People. | All people |
| All Leads | Everyone whose Relationship is Lead, including people on a free membership. | Leads tab (which also leaves out anyone with a membership) |
| All Customers | Customers who have a Soul account. | Customers & subscribers, minus people who only have a free membership |
| All Subscribers | People with an active membership. | Customers & subscribers → Active subscribers |
| All Community Members | Current members of your community. | Filter → Community membership → Community members |
| "Leads from [form] form" | People who signed up through that form. | Filter → Activity → Form submission (all forms) |
| "Guest from [event] event" | People registered for that event. | Filter → Activity → Event registration (all events) |
| "People tagged [tag]" | Everyone with that exact tag, with or without a Soul account. One option appears for each tag in your list. | Filter → Tag |
| "Subscribers from [city]", "[state] state", "[country] country" | Subscribers whose Soul account lists that place. | No direct match; the address you type on a profile isn't used. |
You can pick several. Someone in more than one audience, or two records sharing an email or phone number, gets it once.
Send to a group from your list
Make the group findable
If the group isn't one of the audiences above, tag them: as you import them, or one by one with ⋯ → Edit Source & Tags on each profile. See Organize with tags.
Check who is in it
In People, set the matching filter (for a tag: Filter → Tag) and look at the total under the list.
Write the announcement
Go to Audience → Announcements, click Create New and write your post.
Pick the audience
Turn on Notify members and choose the audiences under Send to. If any of them are leads, keep the announcement Public so they can open it.
Preview and publish
Click Preview to send yourself a test. Then click Publish and confirm with Publish & Notify.
For the full announcement flow and visibility rules, see Send an announcement to a segment.
Gotchas
All Customers only reaches customers who have a Soul account. Customers you added by hand with Add customers haven't signed up yet, so they're left out. Give them a tag and add "People tagged [tag]" to your audiences.
- Tags are exact, so
Retreatandretreatshow up as two audiences. Keep tags lower case. - A new tag appears under Send to once at least one person has it.
- You can't send to a filtered view of People directly (for example everyone with Source Session). Tag those people, or use the closest audience above.
- Location audiences come from members' Soul accounts, not from the Location on a profile.
- Imported and added leads only hear from you when you send something. Nothing goes out automatically when you add them.