Using Audience, Location, and Segment Sets

When you've arranged your audiences, locations, or contextual or brand protection segments and logic in a way that you might want to use again, you can save them as a set. A set includes:

  • One or more audiences, locations, or segments

  • Target/exclude rules 

  • AND/OR targeting relationship between the rules

You can use a set in as many tactics as you like. When you apply a set to an existing tactic, the set overwrites all previously existing audiences, locations, or segments.

To create a set:

  1. Go to the Tactic Editor:

    1. Select Main Menu [] > Campaigns.

    2. Select the campaign and media plan.

    3. From the tactic's Options [], select Edit.

  2. Select the audiences, locations, contextual segments, or brand safety segments that you want to save as a set, and configure the targeting rules. See Audience, Location, Contextual and Brand Protection for more information.

  3. Select Save as set.

    Tactaic eidtor with save as set highlighted.

  4. Enter a name for the set.

    To change the name of a set that you created, hover over the name of the set and select Edit []. Enter the new name, then click anywhere else in the Tactic Editor to save your changes.

  5. Select Save. You can now add your sets to tactics and add additional targets or edit the rules as required. When you add a set, it replaces all of the segments that the tactic currently targets. To use a set along with other audiences, locations, or segments, add the set first, and the select the additional targets.

    You cannot directly edit a set. Instead, you need to add the set to a tactic, edit it, and then save it as a new set.

To edit a set:

  1. Add the set that you want to edit to the tactic.

  2. Add more audiences, locations, or segments and adjust the targeting rules. See Audience, Location, Contextual and Brand Protection for more information.

  3. Save the new set and delete the old one if you no longer need it.

To delete a set:

  • Select Delete [] next to the set to delete it. If the set is used in a tactic, the tactic continues to target all the set's audiences, locations, or segments.