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Audience Creation

You can use audiences to group users together so that you can enrol them onto courses and assign them to programs. Used in conjunction with HR import and user profile fields Audiences become increasingly useful.

There are two types of Audiences:

Set: A set group allows you to manually add users to it. It operates like a list you manually add and remove users to it.

Dynamic: A dynamic group allows you to automatically create a group based on a set of rules based on a users profile. It can be a single rule or multi rules filtering. Users are added and removed automatically.

Set Audience

To create a Set Audience:

  1. Navigate to Site Administration>Users>Accounts>Audience
  2. Select Add new audience
  3. Complete the Add new audience form
    1. Name: A meaningful audience name
    2. Context: Leave this as ‘System’, This allows you to create audiences that only exist in other contexts. However these become hard to Administer.
    3. Audience ID: Unique Identifier, Used when uploading historic completions and certain other admin tasks.
    4. Type: Set
    5. Description: Fill this with a brief description of why you are creating this audience and add detail about who should be included in this audiences
    6. Start and End Dates: This could be used if you only needed the audience for a set period of time. Use this if you want the audience to be treated as empty outside of these dates. 
    7. Alerts: This allows users to be notified if required. Do not send alerts - Alerts will not be sent to members when they are added or removed from this group. Send alerts to affected members only - If selected, notifications will be sent to members when they are added to the audience, or when they are removed. Send alerts to all members - As above, but for all members
  4. Select Save changes
  5. You will then be presented with the Edit members tab. Use the box on the right (called Potential Users) To search and select members you wish to add to this set audience.

Dynamic Audience

To create a Dynamic Audience:

  1. Navigate to Site Administration>Users>Accounts>Audience
  2. Select Add new audience
  3. Complete the Add new audience form
    1. Name: A meaningful audience name
    2. Context: Leave this as ‘System’, This allows you to create audiences that only exist in other contexts. However these become hard to Administer.
    3. Audience ID: Unique Identifier, Used when uploading historic completions and certain other admin tasks.
    4. Type: Dynamic
    5. Description: Fill this with a brief description of why you are creating this audience and add detail about who should be included in this audiences
    6. Start and End Dates: This could be used if you only needed the audience for a set period of time. Use this if you want the audience to be treated as empty outside of these dates. 
    7. Alerts: This allows users to be notified if required. Do not send alerts - Alerts will not be sent to members when they are added or removed from this group. Send alerts to affected members only - If selected, notifications will be sent to members when they are added to the audience, or when they are removed. Send alerts to all members - As above, but for all members
  4. Select Save changes
  5. You will then be presented with the Rule Sets Tab
    1. In this tab you will create a rule or a set of rules based on User Profile, Pos, Org, Custom Fields and Learning History. You can also have an audience based on membership or lack of member ship in another audience. If set to "AND", then a user will only be added to the audience if they satisfy the conditions of all of the rule sets. (They will be omitted if they fail to satisfy even one ruleset). If set to "OR", then a user will be added to the audience if they satisfy the conditions of any of the rule sets. (They only have to satisfy the conditions of a single rule set to be included).
    2. The ‘Membership setting between every rule set’ determines how the different ‘sets’ of rules work together.
    3. Remember often you may only want one or two rules but the setup allows for much more complex rules.
  6. Use the dropdown menu to select the rule you wish to add.
  7. Complete the rule conditions
  8. Select Save
  9. Select Approve changes to apply the rules. At this point the system will add everyone in the system that meets the rules set.
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