---
title: Investment Goals = Retirement, Marital Status Married with Stock Page View
slug: capital-group-hol/investment-goals-retirement-marital-status-married-with-stock-page-view
docTags: 
createdAt: 2024-01-30T21:38:12.477Z
---

In this exercise, we will create an audience to qualify

**Retirement Investment Goals who are married AND had a page view to the stock page**&#x20;

:::Iframe{code="<mark style=&#x22;color:purple;&#x22;>"}

:::

Navigate to the **Customer** > **Audiences** page.

Click on the **Browse** tab.

Click **Create audience.**

:::Iframe{code="<div>"}

:::

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/ScreenShot2023-09-17at5.00.03PM2.png)

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/ScreenShot2023-09-17at4.59.54PM2.png)

&#x20;

In the left-hand rail of the audience canvas, click on the gear icon. Select **Show full XDM schema.**

![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/ScreenShot2023-09-17at5.06.17PM.png)

### Experience Events

Click **Events** to search for Experience Events stored in the union schema.

Drill down to the following folder path to find the **Name** event field.

**XDM ExperienceEvent > Web > Web Page Details > URL**

Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.

Alternatively, you can search "**Name**" in the search bar. The results will display all event fields of the same name. Validate your findings by clicking on the **i** icon next to the field.

Drag and drop the field into the canvas. An Events container should expand.

Change the operator of the event rule to **contains.**

Enter **"Stock"** in the free-form field.

### Attributes

In the left-hand rail, click **Attributes**

Drill down to the following folder path to find Investment Goals attribute field.

**XDM Individual Profile > Adobeamericaspot 5 > cgWealthManagement > InvestmentGoals**

- Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.
- Alternatively, you can search "**InvestmentGoals**" in the search bar. The results will display all  fields of the same name. Validate your findings by clicking on the **i** icon next to the field.

**XDM Individual Profile > Adobeamericaspot 5 > cgWealthManagement > MaritalStatus**

- Validate your findings by clicking on the folder in the left-hand rail. The folder tree will expand to show the location of your search results.
- Alternatively, you can search "**MaritalStatus**" in the search bar. The results will display all  fields of the same name. Validate your findings by clicking on the **i** icon next to the field.

Drag and drop the field into the canvas. An **Attributes** container should appear.

Change the operator of the attributes rule to **This month**.

Above the box in the Events container, click on the defaulted "Any time" recency setting. Change to **In Last.** Enter **30** and select **Days**

Enter a name for your newly created audience

**Married + Retirement + Stock PV \{\{+your initials}}**&#x20;

:::Iframe{code="<mark style=&#x22;color:purple;&#x22;>"}

:::
