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  • What is an Audience: It’s essentially a list of contacts (and their info) that meet certain criteria or that you’ve grouped together. For example, you might have an audience for “Top 100 Strategic Accounts 2025” or an audience for “Leads from Webinars Q3”.
  • Creating Audiences: You can build audiences in a few ways:
    • CSV Upload: Import a CSV file of contacts. First Touch will let you map columns (like identifying which column is Email, First Name, Last Name, Company, etc.). After mapping, it will create an audience with those contacts. (There may be a limit like 500 contacts per file to ensure quality and not overload at once.)
    • CRM Sync (HubSpot Lists): If you have connected HubSpot, you can import a saved HubSpot Contact List as an audience. From the Audience creation screen, choose filter/source = HubSpot, then select one of your HubSpot lists. First Touch will pull in those contacts and keep the list synchronized going forward. That means if contacts are added or removed in HubSpot, the First Touch audience will update within minutes. (Only HubSpot contact lists are supported currently; company or deal lists are not, and very large lists may be limited or require filtering.)
    • Company List: You can create an audience of just companies (by name or domain), and later use the AI Prospector to find contacts at those companies automatically. For instance, upload a list of 50 target company domains – First Touch can then search for contacts in those companies when enrolling into flows.
    • Manual Add: You can manually create a single prospect or a small list by entering data into the app (or adding one prospect at a time via the UI).
  • Audience Details: Once an audience is created, you can view its details: name, description (AI context), source (e.g. “Uploaded CSV” or “HubSpot List: XYZ”), number of contacts, last sync time if applicable, etc.. You can usually click to see the full list of members in the audience and their key fields. Audiences can be edited (e.g., change name or description) and those changes won’t affect already-created action plans, but will affect new ones going forward.
  • AI Context for Audience: When creating an audience, you have the option to provide a short description or “persona” for that list (e.g. “Mid-market SaaS companies in healthcare industry”). This context is used by the AI to tailor messaging to that group. It’s very useful – the more the AI knows about the common traits of the audience, the more relevant it can make the outreach.
  • Exclusion Lists: In the Audiences section (or maybe Settings), you have exclusion lists which are essentially Do Not Contact lists. You can add:
    • Specific email addresses (persons who should never be enrolled, like an investor or a friend at a competitor).
    • Domains (like @yourcompany.com to exclude your colleagues, or @competitor.com, or current customers’ domains).
      First Touch will check these lists whenever enrolling people into flows and will block anyone on the list from being enrolled. This helps prevent mistakes like emailing someone you shouldn’t.
  • Using Audiences with Flows: There are two main ways to use audiences with flows:
    • Link a Flow to an Audience: You can attach an entire audience to a flow. As soon as you do, typically the system will create action plans (sequence instances) for each person in that audience. If the audience is dynamic (like a synced CRM list or if you later add more people to it), new members can automatically start in the flow as well. This is a great “set it and forget it” method to keep a flow fed with the right people.
    • Bulk Enroll an Audience: You can also take a static audience and enroll everyone in it into a flow one-time (for example, after uploading a CSV, you hit “Enroll All in Flow X”). This is similar to linking, but it might not keep syncing afterward.
    • One-off Add: Even without formally linking, when you use Add to Flow from the extension or elsewhere, you are picking from the list of flows. Under the hood, that prospect becomes part of an audience of “manually added” people to the flow (the system handles this).
  • Dynamic Updates: For synced audiences (like HubSpot lists), First Touch will periodically fetch updates (every few minutes). If new contacts appear in the HubSpot list, they get added to the First Touch audience and immediately enrolled into the linked flow (if the flow is on). If contacts are removed or if the list is deleted, First Touch will handle those changes too (for example, removing them from queue or stopping sync).
  • Limits: For performance and deliverability, First Touch might limit how many new contacts enter a flow per day from an audience (especially if it’s a huge list). This ensures smooth sending and avoids spikes. Audiences essentially answer “Who are we targeting?” in a structured way. By managing audiences well, you ensure your flows are hitting the right people and you can easily reuse segments for different campaigns.