App Management: Audiences

Table of Contents

Overview

Creating an audience

Add audience via CSV

Edit or delete an audience

 

Overview

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

Note that if another user has access to manage any of the above features, they will be able to access audiences for distribution, but they will not be able to create or manage audiences. To assign someone audience management permissions, as the App manager:

  1. Head to Manage > Roles
  2. Either add a new role or edit an existing one.
  3. Scroll down to the User and role management category and check the box for Manage audience. Save the role. 
  4. Assign the role to a user in Manage > Users.

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. Note that any field marked as user editable cannot be used to create audiences.

Below is the list of user attributes you can use:

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


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Audiences can also be created by selecting specific people.mceclip3.png


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Add audience via CSV

Creating large audiences using pre-existing groups or lists can be done by uploading a CSV with user emails. Audiences created by CSV can also be edited or deleted.

  1. Click Select by CSV file. You can either upload a CSV file with the list of all email IDs, or you can download the sample file to add all the emails. There must be one login identifier per user. We recommend using the sample CSV at the bottom of this article to start mapping your people data.

    Note:

    All emails must be written in all lowercase. Otherwise the CSV will be read the emails as invalid when being uploaded to Simpplr.
  2. To upload, enter a name for the audience and upload the CSV with list of emails. Once uploaded, click Add audience to create the audience. The user who created the audience will receive an email with audience details. Within a few minutes, updated/added user counts will begin populating the audience listing page.

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Edit or delete an audience

  1. To edit an audience, select the audience in the audience listing page, open the dropdown, and click Edit.
  2. You can update the audience by uploading a new CSV or by downloading the existing file and re-uploading it after making changes. 
  3. o download an audience, click the number next to the audience. this will open up a modal with the option Download CSV.
    download audience.gif
  4. To delete an audience, click Delete in the dropdown.

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Deleting an audience

As an App manager, you can delete an audience if no longer needed. There will be a warning with details on the implications of the action.mceclip6.png

 

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