TopEdge Docs

Audience

The CRM behind every campaign. Audience holds contacts, what they bought, how they were acquired, and whether you are allowed to market to them.

Audience has three screens: Customers (every contact, with consent and spend), Segments (dynamic lists built from stacked conditions) and Lead scores (engagement ranking from your own rules). Campaigns send to segments, so this is where the quality of your marketing is actually decided.

Customers

Column or controlWhat it tells you
SearchName, phone, email or tag. Indian numbers match with or without the country code.
Opt-inWhether you may send Marketing templates to this contact.
ScoreTheir lead score band.
SpendLifetime value from Shopify order history.
SourceHow they were acquired — popup, checkout, widget, import or order.
FiltersTag, score band, source, engagement, or import batch.

Customer 360

Click any row for the full profile: orders, message history, tags, consent and where that consent came from. This is the record you rely on if you ever have to evidence opt-in.

Bulk actions

Select rows to mass message, bulk email, export to CSV or delete. Bulk messaging respects consent and the service window exactly as a campaign does — selecting a contact does not override either.

Segments

Segments are dynamic: conditions are re-evaluated rather than frozen, so a "lapsed 90 days" segment stays correct without maintenance. Conditions combine with AND, and the matching count updates live as you edit.

ConditionExample use
Order countTwo or more orders — your repeat buyers.
Lifetime spendAbove a threshold you set — your high-value list.
Days since last purchase90 to 180 days — your lapsed list.
TagsAnything your team or your journeys tagged.
Marketing consentPut this in the segment so the count equals what will send.
Return-to-origin countIdentify high-RTO customers to treat differently.

Lead scores

Lead scores rank contacts by engagement using waterfall rules you define, which surfaces high-intent contacts who have not ordered yet — a group order-history segments cannot see at all. Scores also sort the inbox so your team answers the most valuable conversations first.

Frequently asked questions

Why is a contact missing from Audience after they opted in?

Search by the exact number both with and without the country code, and allow a minute or two for the write. If it still is not there, confirm the opt-in tool is Published rather than a draft — a draft can preview without recording anything.

Can I import a customer list into Audience?

Yes, by CSV, and you attest that every row opted in. That attestation is recorded against the import. Never import a list you did not collect yourself — messaging it produces blocks and reports that damage your business number.

Updated 2026-10-04