Audience


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Audience is a feature allowing portal administrators to manage groups of users in which the membership is dynamic, based on a set of rules defining the Audience.

Prior to this option, whenever a portal administrator wanted to apply a process to a large number of users, they would often define User Groups. While this worked, it required regular intervention by the portal administrator to maintain the user groups because because their membership assignments are static. The administrator must add each member to the group manually or by a special User Import. If someone in the organization becomes a candidate for a User Group, or if someone is no longer considered appropriate for the User Group, there is no automated means of updating the membership.

With the Audience option, portal administrators can set up rules which define the membership and then leverage that Audience as a group for enrollments, notifications, and other uses. This makes Audience membership dynamic. Once there is an Audience rule established with specific criteria defining the membership, the LMS includes anyone who matches those criteria at the given time. Membership automatically fluctuates to include or exclude individuals depending on how they meet the rule's criteria.

To create an Audience:
  1. On the left navigation menu, select Audience > Add Audience.
  2. Define the Audience Name, Description, and Status.
  3. In the Filter section, build the rules that will define your Audience membership. The criteria available work similarly to our Advanced User Search, which you can review for information on building the query. The example below shows an example of an Audience definition where:
    • Position is "Service Tech"
    • User Account Start Date is on or after 1/1/2010
  4. Click Preview Users to verify the list, if desired.
  5. Click Submit to save the record.
  6. Click a file icon in the upper right corner to export results into .xlsx, .csv, or .pdf formats.