Simplify your contact management by combining your audiences into one primary audience that uses tags. Tags help you target campaigns to specific contacts, and reduce the need for duplicate contacts across audiences. Combining audiences can help streamline your contact management by keeping them all in one place. It also can potentially reduce your monthly bill if you currently have duplicate contacts across audiences however, this process is optional.
In this article, you'll learn how to combine your audience to a primary audience that uses tags.
Before you start
Here are some things to know before you begin this process.
Audience actions are permanent, so we recommend you backup your audiences before you combine them. Keeping a backup is a safeguard and allows you to retain as much data as possible, although some data cannot be exported and will be lost. To learn more about what your backup export will and will not include, check out View or Export Your Contacts.
The combine audiences tool doesn’t transfer group or tag data, email engagement metrics such as opens and clicks, member rating, opt-in time stamps, signup source, or GDPR permissions. For this reason, we don’t recommend you combine audiences that are GDPR-enabled.
This process is optional but can help streamline your audience management by keeping all your contacts in one place. It also can potentially reduce your monthly bill if you currently have duplicate contacts across audiences.
Mailchimp requires that audiences must be retained for seven days after an email campaign or automation email is sent. If you've recently sent to one of your audiences, you won't be able to combine it until after the seven day period.
Be sure to update any signup form URLs, and pop-up, embedded, or hosted forms to reflect your primary audience.
How it works
Mailchimp billing is based on total contact count. You will want to remove and re-add contacts to your audience in a certain order to avoid duplicating contacts. First, you should back up your existing audiences by exporting your audience data. Some audience actions are permanent and can't be undone, so we strongly recommend you export each audience, including your primary audience, before you combine them. Keeping a backup is a safeguard, as some data will be lost when you combine audiences.
After you back up your audiences, archive all of the contacts in the old audience or delete the audience entirely. Then, organize your primary audience with tags so that you can have all your contacts in one audience while still having separate groups of contacts.
Finally, import each audience into the primary audience and assign the appropriate tags. Now that you have all contacts in your primary audience, you can delete the old audiences.
Back up your audiences
All audience actions are permanent and can't be undone, so we strongly recommend you back up each audience, including your primary audience, before you combine them. Keeping a backup is a safeguard, as some data may be lost when you combine audiences.
To export all audience contacts, follow these steps.
Click the Audience icon.
Click All contacts.
Click the Current audience drop-down and choose the one you want back up.
Click the Export Audience button to prepare a CSV file of your contacts.
After the audience has finished exporting, click Export as CSV. We'll automatically separate your contacts into separate files for subscribed, cleaned, nonsubscribed, and unsubscribed addresses.
Repeat the above steps for each of the audiences you're working with. If you're using an existing audience as your primary audience, be sure to also export that audience for backup.
Create groups in your primary audience
Organize your primary audience with groups that identify the audiences you’ll combine into your primary audience. Groups provide contact management within one audience.
To add groups to your primary audience, follow these steps.
There are two ways to combine your existing audiences. You can use the Combine tool or import your exported CSV files to a primary audience. Each process has its own advantages and limitations, so make sure to choose the one that best suits your needs.
These resources provide step-by-step instructions for each option.
After you back up and combine your audiences, delete your old audiences from your account. This process also deletes all audience stats. If you want to combine your audiences but don't want to delete your audience stats, you could remove your contacts from your old audiences, but leave the audience intact.