---
title: Opportunity Person Audience
slug: swisscom-b2b-lab/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 -
***Stalled Opportunities with Dormant Influencers***
To build such an audience, you would likely use account attributes such as the ones listed below:
1. **** Opportunity Stage **= Prospecting** ****
2. ******Influencer******
3. interaction with your brand in the last days
:::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
- Person -> Opportunity Person -> Opportunity -> Opportunity Stage = Negotiation
- Person -> Opportunity Person -> roleInOpportunity = Influencer
:::
### Building a B2B Person based audience using the RTCDP B2B UI
1. Click on **Audiences **under the** Customer section** in the left navigation panel
2. In the top right corner of the screen, click **Create Audience **and select the** Build Rule Option**
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
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**
6\. Drag that attribute to the central canvas
7\. Set the value for **Opportunity Stage = Prospecting**
8\. Now to move on to the next attribute, drill out of the sub directories by clicking on the **directory icon**
9\. With **Attributes** selected, click and expand the directories to drill down as below
**XDM Individual Profile -> B2B -> Person Key -> Opportunities -> Person Role**
10\. Drag that attribute to the central canvas, below and outside of the first grey container
11\. Set the value for **Person Role = influencer**
16\. Now to impose the lack of engagement logic, use the **Engagement Score**
17\. Drill out of the sub directories by clicking on the **directory icon**, click and expand the directories to drill down as below
:::Paragraph{indent="1"}
**XDM Individual Profile -> Demopotemea -> Engagement Details -> Engagement Score**
:::
18\. Add the criteria Engagement Score does not exist
19\. Name your audience - *** Stalled Opportunities with Dormant Influencers + \{your initials}***
20. Click **Save and Close**
****
:::hint{type="info"}
You can also chose to add data points for event interactions into your audience definitions. Below is FYI.
:::
To choose data points tied to behavioral, engagement, transactional events. For example, include people who have **registered for an event in the last X days**.
1. Click on **Audiences **under the** Customer section** in the left navigation panel
2. In the top right corner of the screen, click **Create Audience **and select the** Build Rule Option**
3. Search for **eventType **and drag it to the central canvas into the **Events** section
4. Set the following
- Change time window operator to **In Last**
- Set value to** 4 weeks**
- Set** EventType operator **to** equals ***event.registration*
5. Name your audience - *** Registered for an event in the last 4 weeks + \{your initials}***
6. Click **Save and Close**
****
****