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Contact Groups are now presented as Custom Audiences throughout Nviti. Existing data, memberships, CSV imports, and integrations are preserved; only the product experience has been consolidated into the Audiences area.

Use a Custom Audience when your team should control membership directly, such as:

  • Event attendees
  • Imported customer lists
  • VIP customers
  • Regional distributors
  • Internal test recipients

Creating a Custom Audience

This chapter introduces the optional audience fields. The guide below covers manual custom-audience membership and imports.

Understand audience fields on a customer profile Watch on YouTube from 04:59
  1. Open Marketing → Audiences.
  2. Select the Custom Audience creation card.
  3. Enter a name and description.
  4. Save, then open the Contacts tab.

Managing Contacts

The Contacts tab provides:

  • Readiness totals
  • Contact search and eligibility filters
  • Multi-add and bulk removal
  • CSV import and export
  • Membership source and date

Removing a membership never deletes the Visitor.

CSV Import and Export

CSV import accepts a phone_number, phone, or email column. Nviti matches existing company contacts by normalized phone first and email second. Unmatched and ambiguous rows are reported, and new contacts are never created silently.

CSV export includes contact details, source, subscription, broadcast readiness, membership source, and membership date.

Custom Audiences can also be managed from the Segmentation tab on an individual Visitor.

Broadcasts

Custom Audiences appear in the same grouped selector as Smart and Automated Audiences. You can mix Audience types in one broadcast; recipients are combined and deduplicated before delivery eligibility is applied.

WhatsApp readiness requires a subscribed Visitor with a valid phone number and the selected sender/content checks. Widget campaigns use widget-specific identity and explicit consent instead. See Broadcasts.

Choosing the Right Type

  • Use a Smart Audience when rules should calculate membership.
  • Use an Automated Audience when workflows should manage membership.
  • Use a Custom Audience when people or CSV imports should manage membership.