---
title: Opportunity Person Audience
slug: base-aep-b2b/opportunity-person-audience
docTags: 
createdAt: 2025-07-20T17:27:49.378Z
---

As part of this exercise, we will build an audience that uses Opportunity, Opportunity Person and B2B Person data

**Goal**: Build an audience for a retargeting campaign to target known Influencer personas who have not engaged recently and are associated with one or more open opportunities -

&#x20;        ***Stalled Opportunities with Dormant Influencers***

To build such an audience, you would likely use account attributes such as the ones listed below:

1. ****<font color="#2166ae"> Opportunity Stage **=  negotiation (open opportunity)**</font>****
2. ****<font color="#2166ae">**Influencers**</font>****
3. <font color="#2166ae">**o events/interactions** with your brand across channels **in the last 7 days**</font>

:::hint{type="info"}
Since we are building an audience of "B2B Persons" we should navigate to the above B2B attributes through relationships on the B2B Person Table

- <font color="#2166ae">Person -&gt; Opportunity Person -&gt; Opportunity -&gt; Opportunity Stage = Negotiation</font>
- <font color="#2166ae">Person -&gt; Opportunity Person -&gt; roleInOpportunity = Influencer</font>
:::

### Building a B2B Person based audience using the RTCDP B2B UI

1. Click on **Audiences&#x20;**&#x75;nder th&#x65;**&#x20;Customer section** in the left navigation panel
2. &#x20;In the top right corner of the screen, click **Create Audience&#x20;**&#x61;nd select th&#x65;**&#x20;Build Rule Option**

&#x20;  3. Explore the segmentation canvas. What you see in the left panel under Fields are all objects you saw as part of a Person Profile

&#x20;  5.  With **Attributes** selected, click and expand the directories to drill down as below

**XDM Individual Profile -> B2B -> Person Key -> Opportunities -> Opportunity Key ->                    Opportunity -> Opportunity Stage**

&#x20;  6\. Drag that attribute to the central canvas

&#x20;  7\. Set the value for **Opportunity Stage = negotiation**

![](https://api.archbee.com/api/optimize/uIdZrLdy8jwVQ0Cgwe4TO-SLURGzSaInFr43sorbvS7-20250720-190220.png)

&#x20;  8\.   Now to move on to the the next attribute, drill out of the sub directories by clicking on the **directory icon**

&#x20;  9\. With **Attributes** selected, click and expand the directories to drill down as below

**&#x20;XDM Individual Profile -> B2B -> Person Key -> Opportunities -> Person Role**

&#x20;  10\. Drag that attribute to the central canvas

&#x20;  11\. Set the value for **Person Role = influencer**

![](https://api.archbee.com/api/optimize/uIdZrLdy8jwVQ0Cgwe4TO-t37lPs3d6PHsON1CzmOas-20250720-190915.png)

16\. Now to impose the lack of engagement logic, click on the **Events** tab. This will allow you to choose data points tied to behavioral,engagement, transactional events

17\. Search for **eventType&#x20;**&#x61;nd drag it to the central canvas into the **Events** section

18\. Set the following

1. Change time window operator to **In Last**
2. Set value t&#x6F;**&#x20;7 days**
3. Se&#x74;**&#x20;EventType operator&#x20;**&#x74;&#x6F;**&#x20;exists**
4. Change logic t&#x6F;**&#x20;Exclude**

![](https://api.archbee.com/api/optimize/uIdZrLdy8jwVQ0Cgwe4TO-fHpzUnZ24TRjhmnFLWsDC-20250720-192145.png)

19\. Validate your audience logic by reviewing the simple english definition at the bottom of the right panel

::Image[]{src="https://api.archbee.com/api/optimize/uIdZrLdy8jwVQ0Cgwe4TO-5D9-b1cYjKfWaVJOmlM6O-20250720-192408.png" size="50" width="696" height="410" position="flex-start" showCaption="false"}

19\. Name your audience - ***&#x20; Stalled Opportunities with Dormant Influencers  +   \{your initials}***

15\. Click **Save and Close**
