How to build audiences using custom fields
The quickest way to use external data to create audiences is to use membership numbers, phone numbers or emails to create a list in Movement. However, it's also possible to use custom fields to create audiences using external data. The most common reason to choose custom fields is when you have a single set of data that you would like to create multiple audiences from. For example, workplace roles data fields which include branch secretaries, reps, equalities reps, health and safety reps.
You can build an audience using custom fields in a couple of steps:
Step 1: Create a custom field
Step 2: Create the audience
Follow the usual steps to create an audience, then to use the custom field, select Custom fields from the Filter options > select the type of custom field you are using > then within the audience build, select the custom field you'd like to use from the drop down and enter values as needed:
