Step 2: Define Audience with Tags

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. 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.

Tip: The number of recipients included in the Broadcast is counted live on screen. You should always check your audience before sending the broadcast.

1. Click "Edit audience"

2. Click "Add criteria"

3. Then select the criteria to identify your targeted audience for this communication. You can filter your audience in the following ways: person, role, status, region, department, team, skill or job title.

4. Once you have identified the targeted Teams click 'Select'

5. If you need to filter the Audience by additional fields, select 'Add criteria'

6. Click "Person"

7. In this example, selecting additional individual People

8. Once identified click 'Select'

9. You will notice with the additional criteria added, the audience has narrowed from 16 recipients to just 2.

This is because the Audience is filtering to user's that are in the below identified Teams and the outlined individuals. To remove the additional individuals, select the pencil icon next to that criteria.

10. Then click "Delete"

11. To add an additional segment to the audience, select 'Add another group'

12. This will outline a separate segment of the Audience, indicated by the 'Or'. Which when present 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, person, etc.

13. For this example we will select some additional individuals to add to the Audience.

14. You'll notice the total Recipients are now 18. You can also edit your audience by selecting your filter e.g. team and then filtering for 'any of' or 'none of'.

15. This will then exclude the outlined audience, when 'none' of the following is outlined.

Tip: The important thing to remember is to keep an eye on your Recipients outlined in the top left as you add additional criteria. If you keep an eye on the total recipients any contradictions in the criteria will become obvious.