Creating an Audience Sync
This guide walks through the process of creating an audience sync to activate an audience to a destination.
Prerequisites
Before creating an audience sync, ensure you have:
- An audience that has been saved and successfully evaluated (has a non-zero member count)
- A configured destination to send the audience to
- The destination must support audience/list-type syncs (most CRM, ad platform, and email destinations do)
Step-by-Step Guide
Step 1: Start the Sync Builder
There are two ways to start:
- From the audience detail page: Click Create Sync on an existing audience. The audience is pre-selected.
- From the audience syncs list: Navigate to Segment > Audience Syncs and click Create Audience Sync. You’ll select the audience in the next step.
Step 2: Select the Audience
If not pre-selected, choose the audience to sync. The dropdown shows all saved audiences with their entity type, member count, and last evaluation timestamp.
You can search by audience name to find the right one.
Step 3: Select the Destination
Choose the destination to send the audience to. The dropdown shows all configured destinations. Select the destination and, if applicable, the specific object or list within the destination.
Destination-specific objects:
| Destination Type | Object | Example |
|---|---|---|
| Facebook Ads | Custom Audience | ”Website Visitors Lookalike” |
| Google Ads | Customer Match List | ”High Value Customers” |
| Salesforce | Campaign or List | ”Q1 Retention Campaign” |
| HubSpot | List | ”Enterprise Leads” |
| Braze | Segment or Cohort | ”Active Users Cohort” |
| Mailchimp | Audience/Tag | ”Newsletter Subscribers” |
Some destinations let you create a new object directly from the sync builder. For others, you must create the object in the destination first and then select it.
Step 4: Choose the Sync Mode
Select how membership changes should be handled:
| Mode | Behavior | When to Use |
|---|---|---|
| Mirror | Add new members, remove departed members | Default. Keeps destination in exact sync. |
| Additive | Only add new members, never remove | When you want a growing list (e.g., all-time purchasers). |
| Subtractive | Only remove departed members, never add | When you want to shrink a pre-populated list. |
See Sync Modes for detailed guidance on choosing the right mode.
Step 5: Map the Identifier
Map the entity key to the destination’s identifier field. This tells the destination how to match incoming records to existing records.
Common identifier mappings:
| Entity Key | Destination Field | Notes |
|---|---|---|
email | Most common for ad platforms and email tools | |
phone | Phone Number | Used for SMS platforms and some ad platforms |
user_id | External ID | Used for CRMs and analytics tools |
device_id | Mobile Advertising ID | Used for mobile ad platforms |
The destination connector determines which identifier fields are available. Some destinations support multiple identifier types (e.g., Facebook Custom Audiences accept email, phone, or mobile advertiser ID).
For ad platforms that use hashed identifiers, SignalSmith automatically hashes the identifier values (SHA-256) before sending. You do not need to pre-hash your data.
Step 6: Map Additional Fields (Optional)
Beyond the identifier, you can map additional trait values and entity attributes to send to the destination. This enriches the audience members with extra data.
Example field mappings for a CRM sync:
| Source Field | Destination Field |
|---|---|
lifetime_value (trait) | Customer Value |
plan_type (attribute) | Subscription Plan |
last_purchase_date (trait) | Last Purchase |
country (attribute) | Country |
Not all destinations support additional fields. Ad platforms typically only accept identifiers, while CRMs and data warehouses accept arbitrary fields.
Step 7: Configure Schedule
Set how often the audience sync should run:
| Schedule | Best For |
|---|---|
| Manual | One-time syncs or testing |
| Every 15 minutes | Real-time audience activation (e.g., triggered campaigns) |
| Hourly | Near-real-time use cases |
| Daily | Standard activation cadence for most marketing campaigns |
| Weekly | Low-frequency or stable audiences |
| Custom Cron | Specific timing needs (e.g., every weekday at 9 AM) |
The sync schedule should be the same frequency or slower than the audience evaluation schedule. If the audience is evaluated daily, syncing more frequently than daily won’t produce new results.
Step 8: Review and Save
Review the complete configuration:
- Audience name and current member count
- Destination and target object
- Sync mode
- Identifier mapping
- Additional field mappings
- Schedule
Click Save to create the audience sync. The first sync run will be triggered immediately (or at the next scheduled time, depending on your schedule choice).
After Creation
Initial Sync Run
The first sync run sends the full current membership to the destination. All members are treated as new additions since there’s no previous state to diff against.
Monitor the initial run on the audience sync detail page. You’ll see:
- Number of rows sent
- Success/failure count
- Duration
- Any error details
Ongoing Monitoring
After the initial sync, subsequent runs send only the membership diff. Monitor the sync from the detail page, which shows:
- Run history — A log of all sync runs with status, row counts, and errors
- Current status — Whether the sync is active, paused, or errored
- Last synced at — Timestamp of the most recent successful run
- Next scheduled run — When the next automatic run is scheduled
Editing a Sync
To modify an existing audience sync:
- Navigate to the audience sync detail page
- Click Edit
- Change the sync mode, field mappings, schedule, or destination object
- Click Save
Changes take effect on the next sync run. The sync does not automatically re-run when edited.
Pausing and Deleting
- Pause — Stops scheduled runs without deleting the configuration. Resume anytime to pick up where you left off.
- Delete — Permanently removes the audience sync. This does not remove members from the destination — it only stops future syncs.
Next Steps
- Sync Modes — Detailed explanation of mirror, additive, and subtractive modes
- Audiences — Build and manage audience definitions
- Destinations — Configure destination connections