The Audience Details Page provides a centralized workflow for managing email address updates across all associated records within Aimbase. From a single location, users can review related records, update the email address across selected items, and review the outcome of the update process.

This workflow helps maintain alignment between:

• Lists
• Prospects
• Owners

Accessing the Audience Details Page

Email addresses within the Audience Grid link directly to the Audience Details Page.

From this page, users can:

• View all records associated with an email address
• Navigate directly to related records
• Launch the Update Email workflow

Audience Grid

Use the email link within the Audience Grid to open the Audience Details Page.

Audience Details Page

The Audience Details Page displays all records associated with the selected email address.

The page includes:

• Lists associated with the email address
• Prospects associated with the email address
• Owners associated with the email address

Records are organized as follows:

• Lists → sorted by Date Added
• Prospects → sorted by Create Date
• Owners → sorted by Create Date

Each section supports incremental loading and links directly to the associated detail page.

To begin updating the email address, select Update Email.

Audience Details Page

Updating an Email Address

Selecting Update Email opens the Update Email modal.

Within this modal, users can:

• Enter a new email address
• Review all associated records grouped by type
• Select which records should be updated
• Confirm the update

All associated records are selected by default. Selections can be adjusted prior to confirming the update.

Validation Rules

The update process includes the following validation:

• The new email address must use a valid email format
• The new email address must differ from the current email address

Processing the Update

When the update is confirmed, Aimbase:

• Updates the selected records to the new email address
• Prevents duplicate list subscriptions

Duplicate Email Handling for Lists

If the new email address already exists on a list:

• The old email address is removed from the list
• A duplicate email address is not created

This helps maintain accurate audience membership and subscription records.

Reviewing the Update Summary

After processing completes, a confirmation summary displays the results of the update.

The summary includes:

• Successful updates
• Cases where the new email already existed on a list
• Any failures encountered during processing

Results are grouped by:

• Lists
• Prospects
• Owners

Completing the Process

After closing the summary screen, users are returned to the Audience Details Page for the updated email address.

Using the Audience Details Page helps ensure:

• Consistent email data across Aimbase
• Accurate audience relationships
• Reduced manual updates across multiple areas of the system