How audiences match

An employee matches an audience when they are in one of its lifecycle stages, in at least one included group under each parent, and in none of its excluded groups. Every audience in Pyn follows this rule: an automation’s trigger, a step’s Audience tab, a conditional sender’s rules and a filter group.

Included groups: OR within a parent, AND across parents

Every demographic group has a parent, the demographic it comes from. The pickers show it in front of the group’s name: Department: Engineering, Country: Australia. Pyn sorts the included groups by parent, then:

• Groups with the same parent combine with OR. An employee has one value for each property, so nobody is in both Australia and USA.
• Each parent is a separate condition, and the conditions combine with AND.

Including Department: Engineering, Country: Australia and Country: USA means:

Engineering AND (Australia OR USA)

Employee	Department	Country	Matches
Priya	Engineering	Australia	Yes
Sam	Engineering	USA	Yes
Alex	Engineering	United Kingdom	No: not in Australia or USA
Jordan	Marketing	Australia	No: not in Engineering

Adding Department: Product widens the department condition rather than adding a new one: (Engineering OR Product) AND (Australia OR USA). Leaving Included empty skips the group condition, so everyone in the chosen lifecycle stages matches.

Groups without a parent

Lifecycle groups (Birthday, Onboarding), relationship groups, static groups and filter groups have no parent demographic. Each one is its own condition, so including two of them means “in both”. Including Onboarding and Department: Engineering matches engineers in their first 90 days; including two static groups matches only the people on both lists.

A filter group’s own audience takes demographic groups only, so this applies to the audiences of automations, steps and conditional senders.

Excluded groups and lifecycle stages

• Excluded: being in any one excluded group removes the employee, whatever they match under Included. An exclusion always wins.
• Lifecycle: a separate condition on top of the groups. The employee’s stage must be one of those chosen. With no stage chosen, the audience matches nobody.

The full example with Current under Lifecycle and Leadership Team under Excluded reads: current, and in Engineering, and in Australia or USA, and not in Leadership Team.

The Audience Preview under the fields lists who matches today, so you can check the result before you publish or confirm.

Related

• Set the audience for an automation to apply the rule to a trigger.
• Create a filter group to save a demographic audience as a group.
• Group types for how each kind of group decides its members.