App Management: Audiences

What are Audiences?

Audiences are saved groups of recipients you can repeatedly use for targeted communications without having to select them individually each time. We can group users by user attribute, manually, or via CSV file upload (done by the App manager). Note that any field marked as user editable cannot be used to create audiences.

As an App manager/Segment manager, you can define, save, and reuse a list of users across:

  • Subscriptions
  • Alerts
  • Newsletters
  • Social campaigns
  • Segments

Note:

Newsletters sent to a specific audience can only be sent by Application managers. If you have Newsletter privileges, but need to send your newsletters to a specific audience, reach out to an existing Application manager about making you an App manager, or have them send it.

To create an audience, locate the Audiences section in Manage > Audiences.


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Creating an audience

Give a name to your audience that best describes it. Audiences can be created either by selecting user attributes or selecting specific people.

Below is the list of user attributes you can use:

  • Segment
  • Company, Division, Department
  • City, State and Country
  • Job Title, People category
  • People Hire Date :  "on or before" Date , "on or after" Date.
  • Any custom syncing fields


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Audiences can also be created by selecting specific people.


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If segments are enabled, the App manager must select from the segment list. You can select any particular segment, or ‘All segments’.


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Segment managers are able to create an audience for their segment only.


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Deleting an audience

As an App manager/Segment manager, you can delete an audience if no longer needed. There will be a warning with details on the implications of the action. Note that if you create a newsletter with a specific audience, then delete that audience, the newsletter analytics will not be affected. mceclip6.png

 

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Comments

9 comments
  • If I upload a CSV file to send a newsletter to a very specifically targeted audience and don't need it for any future use, I would like to delete it. What impact does deleting that audience have on my newsletter analytics? Any?

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  • Hi Linda, great question. If you create an audience for a one-time newsletter send and then remove it, the newsletter analytics won't be affected. You'll be able to track the same metrics as you would any other newsletter, even if the audience doesn't exist anymore. Hope this helps!

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  • If I create an audience using Job Titles, will the audience automatically be updated when a new person starts with that job title?

    For example, created an audience called Executives. Within that audience we had the following Job Titles: Senior Manager, Manager, General Manager. When the audience was first created there was 16 people with those job titles.

    If a new person starts as a General Manager, will the audience automatically update and now show 17 people?

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  • Hi Natasha! Good question. Yes, anyone with the job title that's been mapped to the audience will be automatically added to that audience when starting. You just need to ensure their people data is accurate in that the job title is correct in their user data/profile. 

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  • Hi, is there a way to pull a report of all audiences that are currently active? We wanted to monitor the audiences created and maybe delete those that are no longer needed.

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  • Thank you, Matthew!

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  • Hi, Margarette!

    If you are a System Administrator in Salesforce, you can create your own report using Simpplr Audience report type to get a list of all your Simpplr intranet's audiences. See instructions in Salesforce: Creating Salesforce Reports to Pull Simpplr Data.

    Below are the fields and filters I have in my Audience report which helped me to audit our audiences in addition to using the list under Manage > Audiences. You can customize the report to what you need for your auditing purposes.

    Fields

    • Name
    • Audience Member Count (this one never looks accurate to me, I think it includes deactivated user accounts) 
    • Has Company Name Condition
    • Has Department Condition
    • Has Custom Field 1 Condition
    • Has Custom Field 2 Condition
    • Has Custom Field 3 Condition
    • Has Joining Date Condition
    • Audience Rule Json (you can see exactly which attribute:value(s) used for the audience) 
    • Simpplr Audience: Owner Name
    • Simpplr Audience: Created Date

    Filters

    • Show Me: All simpplr audience
    • Simpplr Audience: Created Date: All Time
    • Is Deleted: equals False

     

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  • Hi Betsy, I tried this and it was really helpful! I ran a report and everything looks good — except for the Audience Member Count being inaccurate. Will try to explore different report types and column filters. Thanks so much for this!

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