Before you start
- A VIP workspace with its audience property already created. See "Set Up a VIP Workspace".
- For the spend and activity columns to hold anything, user properties arriving through the Audience API.
- 1
Open VIP users
In the left sidebar under VIP tools, click VIP users. The count in the header is how many people are in the table — everyone who has messaged the page, not how many VIPs you have. A "Last updated" timestamp sits beside it with a refresh button; the table is a snapshot, so refresh before acting on the numbers.
Edit VIP Audience Property in the header reopens the definition of who counts as a VIP. The dropdown under it picks which club you are looking at, and Search VIP users finds someone by name.
The VIP users table, with its header controls and per-row actions. - 2
Read the columns
Each row is one person who has messaged your page. The VIP column is what tells you their status: a filled crown means they are in your VIP property, an outlined one means they are not. Outlined rows are ordinary users who happen to have written to you, and former VIPs who have since dropped out of the property — both stay in the table either way.
Chat opens their conversation in Super chat. LTV is lifetime value, and Last Purchase Date, Last Purchase Value, Last Login and Last Seen show recency at a glance. Opt-In marks whether they can receive broadcasts. The arrows beside VIP, LTV, the two purchase columns, Last Login and Last Seen sort by that column, so "who spent the most" or "who has gone quiet longest" is one click away.
Tip: Sorting by the VIP column is the quickest way to separate your actual VIPs from everyone else in the table. Sort by Last Seen to find lapsing ones, then check Opt-In before planning anything — someone who never opted in cannot be reached by broadcast.
The column headers, with sort arrows on the sortable ones. - 3
Filter the list
Add filter builds a rule such as VIP = YES. The plus adds a second rule, and Apply filters narrows the table to everyone matching.
The field list covers what the table shows and a little more: VIP, LTV, Last Purchase Date, Last Purchase Value, Last Seen In Chat, Opt-In, Birthday Month, Birthday Range, Has Birthday, and Is Identified.
Tip: The birthday filters are what make a birthday campaign practical — Birthday Month for a monthly send, Has Birthday to check how many people you even have the date for.
A filter rule, with room to add more. The fields you can filter on. - 4
Choose columns and export
The control to the right of Export CSV opens Visible columns, where each column has a checkbox. LTV, Weather, the purchase columns, Last Login, Last Seen, Opt-In, Birthday and Note are on by default; Email, Address and Phone are off.
Export CSV downloads the table as it currently stands — the filters you applied and the columns you left visible.
Tip: Turning on Email, Address or Phone puts personal contact details into the view and into any export. Switch them on when you need them, not by default.
Visible columns, with contact fields off by default. - 5
Check the Weather column
Weather shows a small icon for users whose location Dynamo knows. Clicking it opens a three-day forecast — today, tomorrow, and in two days — with highs and lows.
Below the forecast it lists any warnings for that location, such as a High Temperature Warning with the threshold that triggered it.
Tip: It is context for the message, not a metric. Knowing a VIP is in a heatwave is the kind of detail that makes an opener land.
A three-day forecast with warnings for that user’s location. - 6
Add someone to the VIP property (CSV workspaces only)
This one depends on how your VIP property was built. If you defined it by uploading a CSV, you maintain the list by hand — and the crown on each row is how you do it. Clicking an outlined crown, "Add to VIP audience", offers to add that person to your VIP property, and the dialog spells out why it matters: once added, Dynamo includes them in your segments.
If your VIP property is a user property coming from keys and values through the Audience API, there is nothing to click. VIP status is set by the data your platform sends, so people become VIPs and stop being VIPs automatically as that property changes. To promote someone, change the flag at the source rather than looking for it here.
Tip: On a CSV workspace, skipping this is quietly expensive: broadcasts to a segment only include people in the VIP property, so a new VIP you never added misses everything you send. And note the dialog’s other line — users still need to opt in to your topic. Being in the property makes someone eligible, not reachable.
Adding a user to the VIP property, and why it matters. - 7
Broadcast or save a segment
The checkboxes select rows, and Select all takes the whole filtered list. Broadcast and Create segment light up once something is selected.
Create segment asks for a name and tells you exactly what it will contain — for example "2/3 selected users will be included (1 unidentified user skipped)". Unidentified users cannot be segmented, so the saved segment may be smaller than your selection.
Tip: Read that count before you save. If it is well below what you selected, you have an identification problem to fix rather than a segment worth keeping.
Create segment, naming the group and reporting who was skipped.
You can slice your VIP audience!
The loop that works: filter to a group worth talking to, check they are opted in, then either message them straight away or save the group as a segment you can reuse. Segments you create here show up wherever you pick an audience.
Back to all tutorialsPart 5 of 6 · Set up VIP
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