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Once you’ve selected the data source for the contacts in your Audience, the next way to narrow down your criteria is to look for information in a field. A field is an attribute that contains data about a specific contact. For example, if I want to know the outcome of a contact’s appointment, my CRM likely has a field called something like Appointment Result , Disposition , or Status.

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Parent Objects

When we receive data from a CRM, sometimes that data includes an object that contains fields or even sub-objects which contain fields. The Audience Builder v2 allows you to navigate through these to find the data you are looking for. A good way to think about it is how on your computer you have folders, and sometimes those folders contain other folders that you need to click into to get to a specific file. For the example below, I’ve used the improveit360 CRM. When you select improveit360 as a source and open the Field Picker, you can see that all fields are contained within 1 of 3 parent objects: Appointment, Project, and Prospect. If you know that the field you are looking for is something pertaining to the appointment/demo that took place, you could find that information contained in the Appointment object, for example.

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If you see an arrow on the right of an item in the menu, that means that selection contains more within it. See below how in the Appointment object, there is a sub-object called Attributes and there is also a list of fields. If I click into the Attributes sub-object, you can see a list of fields contained in the Attributes sub-object, which is contained in the Appointment parent object. The Audience Builder will show you the path you’ve take at the top of the Field Picker (shown above).