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How to Create an Audience with the AI Generator

Describe the patients you want to reach in your own words, and the AI generator will build the audience for you.

Describe your audience

  1. Go to Direct Marketing > Audiences > Create Audience.

  2. Select AI Generated Audience and click continue.

  3. In the message box at the bottom of the page, describe the patients you want to reach in your own words.

For example:

  • "Patients who have not had Botox since July 1st 2026."

  • "Patients with a birthday in the next 30 days."

  • "Leads created in the last 30 days who haven't booked an appointment."

Review your audience

Prospyr will generate an audience based on your request and show a summary of how your criteria were interpreted.

Review the results before saving your audience to make sure they match who you intended to target.

The panel on the right shows:

  • A breakdown of each filter and how many patients match each criterion

  • Sample patients, including their last visit and whether they can receive email or SMS

  • The total audience size, including email and SMS reach

Tip: Review the filter breakdown closely to make sure Prospyr understood your request as expected.

Refine your audience

If you want to make changes, you can also select one of the suggestions under Refine this audience. Prospyr will update the audience summary, filters, sample patients, and totals based on your request.

For example:

"Current patients only."

You can continue refining the audience until the results match who you want to reach.

Save your audience

Once you're happy with the results:

  1. Find the name field next to Save audience.

  2. Keep the suggested audience name or enter your own.

  3. Select Save audience.

Important to know

  • The saved audience page shows the total number of members and a preview of the first five patients. To view the full list, go to Direct Marketing > Audiences, find the audience you just saved, then select Download CSV.

  • AI Audiences are for bulk blasts, not automated campaigns. Saving the audience creates a one time snapshot of the patients who match your criteria at that moment.

  • The patient list shown on screen is only a preview. Your total audience may include more patients than are displayed.

  • Review your audience before using it in a campaign to make sure the filters and patient results match your intended criteria.

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