Create a Recurring Service Audience

Learn how to build a targeted recurring service audience using membership filters and exclusion rules for scheduled and completed appointments.

July 8, 2026 By Brody Zalesak

This guide explains how to build a targeted audience list based on recurring service memberships. Completing this process allows you to prepare precise contact lists for routine maintenance and service outreach.

This workflow is designed for marketing and operations teams who manage outbound campaigns. It is typically used when preparing monthly contact lists for routine service scheduling to ensure customers are not double-booked or contacted unnecessarily.

Create a new audience by following these initial setup steps:

Step #1: Click Create Audience in the top right corner. — Click **Create Audience** in the top right corner.

Step #3: Select the Using Rules option to build a static audience. — Select the **Using Rules** option to build a static audience.

Step #4: Click Next to proceed to the configuration panel. — Click **Next** to proceed to the configuration panel.

Configure Audience Rules

When building your audience query, you will combine inclusion rules to target specific members and exclusion rules to filter out customers who already have appointments. Use the table below as a reference for how you will structure your query:

Rule Category	Filter Type	Value Selection
Primary Filter	Membership	Active
Inclusion	Recurring Service Events	Target Month (e.g., August)
Inclusion	Recurring Service Name	Target Service (e.g., BCS HVAC Maintenance)
Exclusion	Scheduled Appointments	Target Month to Next Month (e.g., August - September)
Exclusion	Completed Appointments	Previous Month (e.g., July)

Set Inclusion Criteria

Step #5: Set the Primary Filter to Membership. — Set the Primary Filter to **Membership**.

Step #6: Select Active from the Membership Status dropdown menu. — Select **Active** from the Membership Status dropdown menu.

Step #7: Toggle on Recurring Service Events. — Toggle on **Recurring Service Events**.

Step #8: Change the Time Period to Date Range. — Change the Time Period to **Date Range**.

Step #9: Select your target date range for the service events, such as the month of August. — Select your target date range for the service events, such as the month of August.

Step #10: Search for and select the specific recurring service name, such as BCS HVAC Maintenance. — Search for and select the specific recurring service name, such as **BCS HVAC Maintenance**.

Set Exclusion Criteria

Step #11: Toggle on Membership Exclusion Rules to filter out customers who shouldn't be contacted. — Toggle on **Membership Exclusion Rules** to filter out customers who shouldn't be contacted.

Step #12: Enable the Scheduled Appointments exclusion. — Enable the **Scheduled Appointments** exclusion.

Step #13: Set the scheduled appointments date range to cover your target and upcoming months (e.g., August to September) so you avoid contacting customers already booked. — Set the scheduled appointments date range to cover your target and upcoming months (e.g., August to September) so you avoid contacting customers already booked.

Step #14: Enable the Completed Appointments exclusion. — Enable the **Completed Appointments** exclusion.

Step #15: Set the completed appointments date range to the previous month (e.g., July) to exclude customers who recently received service. — Set the completed appointments date range to the previous month (e.g., July) to exclude customers who recently received service.

Step #16: Click Create Audience to finalize and process your list. — Click **Create Audience** to finalize and process your list.

Processing times may vary. A longer processing time generally indicates a large number of matching customer records, which is normal for broad recurring service criteria.

Q: Why is the audience creation taking a long time to process?

A: Longer processing times typically indicate a large number of matched customers in your database, which is expected for broad recurring service criteria.

Q: How do I use the audience once it is created?

A: You can duplicate an existing recurring service campaign and update its target audience configuration to use your newly created list.

Term	Definition
Membership Exclusion Rules	Filters that automatically remove customers from your audience if they meet specific criteria, such as already having a scheduled or completed appointment.
Static Audience	A fixed list of customers generated based on a specific set of rules applied exactly at the time of creation.
Recurring Service Events	Scheduled, repeating maintenance or service visits associated with an active customer membership.

Create a Recurring Service Audience

Learn how to build a targeted recurring service audience using membership filters and exclusion rules for scheduled and completed appointments.

July 8, 2026 By Brody Zalesak

Create a new audience by following these initial setup steps:

Configure Audience Rules

Rule Category	Filter Type	Value Selection
Primary Filter	Membership	Active
Inclusion	Recurring Service Events	Target Month (e.g., August)
Inclusion	Recurring Service Name	Target Service (e.g., BCS HVAC Maintenance)
Exclusion	Scheduled Appointments	Target Month to Next Month (e.g., August - September)
Exclusion	Completed Appointments	Previous Month (e.g., July)

Set Inclusion Criteria

Set Exclusion Criteria

Processing times may vary. A longer processing time generally indicates a large number of matching customer records, which is normal for broad recurring service criteria.

Q: Why is the audience creation taking a long time to process?

A: Longer processing times typically indicate a large number of matched customers in your database, which is expected for broad recurring service criteria.

Q: How do I use the audience once it is created?

A: You can duplicate an existing recurring service campaign and update its target audience configuration to use your newly created list.

Term	Definition
Membership Exclusion Rules	Filters that automatically remove customers from your audience if they meet specific criteria, such as already having a scheduled or completed appointment.
Static Audience	A fixed list of customers generated based on a specific set of rules applied exactly at the time of creation.
Recurring Service Events	Scheduled, repeating maintenance or service visits associated with an active customer membership.