Build audience sequences

Use several audiences as one

A sequence uses several audiences together instead of one at a time. There are two sequence types:

• Waterfall — a top-down prioritized sequence. Each step produces its own sub-audience, excluding every record that already belongs to a higher-priority step. The leading steps often act as pure exclusions.
• Combination — a running total built step by step with operators. After the final step there is one new audience. Each step uses one of three operators:
  • Union — includes all results of audience A and audience B.
  • Exclusion — excludes all results of audience A that are part of audience B.
  • Intersection — returns only results that are part of both audience A and audience B.

Create a sequence

1. On the CAB home page, select New Audience Sequence.
2. Name the sequence and choose its type.
3. Select Add Audience for each audience that should become a step. For a combination, also choose the operator for each step.
4. Reorder steps to set their priority, or remove entries you no longer need. A sequence always keeps at least one step — to get rid of the last one, delete the sequence itself.
5. Select Run to execute the sequence.

You can also create a sequence from an Overlap Analysis segment: Create Combination works from any segment, and Create Waterfall from the “only in” segments.

Read the ledger

The sequence record page presents a combination or waterfall as one table. Each row carries a step’s setup and its result together, so every step of a long sequence stays comparable in one view.

The summary strip at the top gives the sequence total, how many steps it has, the largest single step, and how many steps returned nothing. Below it, one row per step:

• # — the step’s position.
• Audience — the audience this step uses. Select it to open the audience record in a new tab.
• Share of total results — how much of everything the sequence matched came from this step.
• Results, Kept / own pool and Excluded before — what the step returned, what share of its own audience that was, and how many records earlier steps had already claimed.
• Actions — how many times this step’s results have been acted on. Appears once the sequence has run.

A step that returned nothing is shown quietly in grey rather than as a warning; the No results figure in the summary strip is what draws attention to it.

Reorder steps

• As soon as there are two or more steps, each one has a grip handle to the left of its number. The grip handle shows when you point to the step or when the grip handle has keyboard focus.
• Drag the grip handle to move the step. A line shows where it will land. Press Esc to cancel the drag.
• Or click the grip handle and select Move up, Move down, Move to top or Move to bottom. Moves that are not possible are disabled.
• With the keyboard, focus the grip handle and press the up or down arrow key to move the step one position.

See which steps you have already acted on

Because each waterfall step is its own deliverable, every step is acted on separately. The Actions column shows how many times a step’s results have been added to a Campaign, an Account Engagement list, a Marketing Cloud Data Extension or a Final Action — so a long sequence tells you at a glance what is still outstanding.

Select the count to see the actions themselves, in the same format as the run details.

A step with no actions shows nothing at all rather than a zero, so the counts that are there stand out. The column counts the run currently shown: re-running the sequence produces new results, which nothing has been done with yet.

Select the eye icon on any row to open that step’s results. The results screen is the same as for a standalone audience, so from there you can add the records to a Campaign, an Account Engagement list, or a Marketing Cloud Data Extension. Select the row itself to expand it for the step’s own audience size, how much it lost to overlap with earlier steps, and its share of the total.

A waterfall has no single final audience

Waterfall steps are separate result sets, and the leading steps are often pure exclusions that were never meant to be delivered. The sequence total is therefore a sum across steps, not one audience — so a waterfall offers results per step rather than one combined View Results. A combination does produce a single final audience and keeps the sequence-level action.

Combination sequences

A combination is a running total that each operator rewrites, so its ledger swaps two columns. Type shows the operator symbol and name, and Effect on the result set draws each step’s change as a bar from a centre line — right for a step that adds, left for a step that removes, coloured by operator. Change gives the signed figure and Running total the size after that step.

Expanding a combination row shows the previous total, the new running total, the step audience’s own size, and a sentence describing what the operator did.

Change a sequence after it has run

Because setup and result share a row, the ledger tracks which results a change invalidates. A waterfall step depends only on itself and the steps above it, so editing at a position leaves every step above it correct and marks that step and everything below it Out of date.

Out-of-date rows keep the numbers from the last run instead of blanking, so you can still see what the sequence produced before the change. A banner names the affected range and offers:

• Undo last change — reverses the most recent edit.
• Re-run from step N — recalculates from the first affected step, reusing the steps above it.
• Re-run everything — recalculates the whole sequence.

Both re-run options are offered while the page knows where the change starts. After a page reload it no longer knows, so every step shows Out of date, Undo last change is disabled, and only Re-run everything is offered. The boundary only tracks configuration changes; the steps above it were still calculated against data as old as the last run, so a full re-run remains the safer choice when that run was a while ago. When the last run is recent the partial option is emphasised; when it is old, Re-run everything takes over and a note explains how old the retained results are.

Editing is not confirmed step by step. Make as many changes as you like and re-run once. Removing a step still asks for confirmation, because it is the only change that cannot be undone by re-running.

During a run the edit controls lock, the summary strip shows which step is being calculated, and rows grey out until they are recalculated.

Cancel a run

While a run you started manually is in progress, select Cancel run in the summary strip, then confirm with Cancel run in the dialog. Keep running closes the dialog and the run continues.

The run stops, and the steps it has finished so far are discarded. The ledger returns to the results of the last finished run, with a note that says who cancelled the run and when. Changes you made before the run stay in place, so you can correct the sequence and run it again. The run history lists the run as Cancelled.

A scheduled run cannot be cancelled.

Automate a sequence

Sequences can run on a recurring schedule with the same automation controls as standalone audiences, including delta processing, outcomes, and change approval. See Schedule combination and waterfall sequences.

Before you start

• Your CAB edition must include sequences.
• Platform Cache must be available for sequence results.

For admins

CAB Settings → Performance & data → Advanced Settings

Enable Store audience results in the Platform Cache to improve segmentation performance when it is not already active. Without it the sequence record page shows a warning instead of the ledger.