Audience Builder

How It Works

Open the Audience Builder from the left sidebar. Add one or more filters to narrow the database down to your target audience. ClearView displays a real-time result count as you adjust filters so you can refine before committing to an export. When you are satisfied with the audience, preview a sample of matching records in the dashboard or export the full list as CSV or XLSX.

Saved audiences store your filter combinations so you can re-run them later to pick up new matches without rebuilding from scratch. Each export counts against your monthly plan limit based on the number of records exported.

Templates

Don't want to start from scratch? ClearView ships curated templates — pre-built filter combinations for common targeting use cases. Pick a template, refine the filters if needed, and export.

Templates surface in three places in the Audience Builder:

• Featured cards on the empty state, when no filters are picked yet — one click into a meaningful audience
• “Load template” modal from the filter card header — browse all templates by category
• Inline next-filter hint when you have one filter set — suggests filters that combine well with what you already have

Categories

Templates are starting points — load one, then add or remove filters before previewing or exporting. They are tuned to use the composite indexes on UniversalPerson, so loaded audiences typically return an exact count in under two seconds.

Available Filters

Combine any number of filters across four categories to define your audience. All filters are AND-joined – records must match every active filter.

Building an Audience

Preview & Export

Before exporting, use the in-dashboard preview to validate your audience. The preview shows a random sample of 25 matching records with key fields so you can confirm the filters are producing the right results.

Plan Limits

Export limits are based on the total number of records exported per calendar month. Each individual export is capped at 25,000 records regardless of plan.

Saved Audiences

Save any filter combination as a named audience for quick re-use. Saved audiences appear in the Audience Builder sidebar and can be loaded with one click. This is especially useful for recurring exports – save your ICP filters once, then re-export monthly to catch new records that match.

API Reference

Build and export audiences programmatically using the following API endpoints. All endpoints require a valid API key with write permissions.

Search Audience

curl -X POST "https://app.democlearview.com/api/dashboard/audience-builder/search" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "filters": {
      "location": { "state": "CA" },
      "professional": { "seniority": "VP" },
      "company": { "employeeCountMin": 50, "industry": "SaaS" }
    },
    "preview": true,
    "limit": 25
  }'
# Response
{
  "totalCount": 14832,
  "preview": [
    {
      "name": "Jane Smith",
      "email": "jane@acme.com",
      "title": "VP of Marketing",
      "company": "Acme Corp",
      "city": "San Francisco",
      "state": "CA"
    }
  ]
}

Export Audience

curl -X POST "https://app.democlearview.com/api/dashboard/audience-builder/export" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "filters": {
      "location": { "state": "CA" },
      "professional": { "seniority": "VP" },
      "company": { "employeeCountMin": 50, "industry": "SaaS" }
    },
    "format": "csv"
  }'
# Response
{
  "exportId": "exp_abc123",
  "recordCount": 14832,
  "format": "csv",
  "downloadUrl": "https://app.democlearview.com/exports/exp_abc123.csv",
  "expiresAt": "2026-04-11T15:00:00Z"
}

List Saved Audiences

curl -X GET "https://app.democlearview.com/api/dashboard/audience-builder/saved" \
  -H "Authorization: Bearer YOUR_API_KEY"
# Response
{
  "data": [
    {
      "id": "aud_abc123",
      "name": "CA VP SaaS",
      "filters": {
        "location": { "state": "CA" },
        "professional": { "seniority": "VP" },
        "company": { "employeeCountMin": 50, "industry": "SaaS" }
      },
      "lastResultCount": 14832,
      "createdAt": "2026-04-01T10:00:00Z",
      "updatedAt": "2026-04-10T14:00:00Z"
    }
  ]
}