Available with any of the following subscriptions, except where noted:
- OurPeople Reach
- OurPeople Communicate
Building Your Audience involves filtering by 'Tags' to define who will receive your broadcast message. It's crucial to carefully choose your audience to ensure your message reaches the right people. This process helps tailor your communication to specific groups within your organization, ensuring that the right information goes to the right individuals.
How to select an audience?
1. You can view all your recipients here.
💡 The number of recipients included in the Broadcast is counted live on screen. You should always check your audience before sending the broadcast.
⚠️Team/Broadcast Admins - You will only see the teams you have permission to administer. To add teams, please reach out to your Global Admins to do so within the OurPeople system.
2. To return to the audience menu, click "close"
3. To filter your audience select "Edit audience"
4. Click "Add criteria"
You can filter your audience in the following ways: person, role, status, region, department, team, skill or job title.
5. Select "Edit audience"
6. Select "Add criteria"
7. Click "Person" to filter by individual accounts.
8. You can then select the recipients here.
9. To filter by another group, select 'Add criteria'.
10. [Click "User role" to filter by the role the person has. ]
11. 💡Filtering by a person's role is an easy way to filter by Global/Team/Broadcast Admins, Cover Assigner/Sender, or App Users.
12. Click "Status" to filter by "Status (Active, inactive)
13. 💡Inactive accounts are people who have not accessed the OurPeople system in 30 days or more.
💡Frozen accounts are people who have temporarily been disallowed from using OurPeople until they are unfrozen.
14. "Select" the status of your choice.
15. The status will appear here along with the number of recipients.
16. Click "Region" to filter by "Regions"
17. ⚠️ Your Company might not use Regions and this filter will be empty. Click "Back" to return to your audience tags list.
18. Click "Department" to Filter by "Department".
19. ⚠️Your Company might not use Departments and this could be empty. Click "Back" to return to your audience tags list.
20. Click "Team" to Filter by Teams. Team names will be unique to your Company and could be Location, Department, Reports to, or others.
21. Select the Team(s) of your choice and select when finished.
22. You will be able to see you have filtered by team (s) and your audience.
23. Click "Skill" to filter by different types of Skill Tags you added to your People Profile.
24. Click "Job title" to Filter by the Job title. The job titles will all appear and select the ones you wish to filter by.
Segments
The audience criteria can be narrowed down even further by adding additional tags/ segments.
When using segments notice the 'and' or 'or' in between your filters.
When 'and' is present, it will combine the two filters to create your Audience.
You are telling the Audience builder for Example: they need to belong to BOTH the 'Team' and have this 'skill'.
When "or" is present it will include the two filters to create your audience.
You are telling the audience builder for example: they need to belong to the following team(s) or they have the following skill (s).
⚠️ Remove any segment not in use. If you add a segment and you DO NOT select a filter, it will send to your whole audience or potentially send to no one.
It is always best practice to view your audience size to confirm who you are sending to.
You can also edit your audience by selecting your filter e.g. team and then filtering for 'any of' or 'none of'.
1. Click "Edit audience"
2. Click "Add criteria"
3. Select the filter audience e.g. team
4. Select the team (s) and 'select'
5. Now you have the option to use "any" of the following teams or change it to 'none of' by clicking on 'any'.
6. You will see it will change to "none of"
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