Find out how to create an audience for specific contact groups used often
Audiences is a great way to group contacts together for sending policies, messages or other reminders en masse.
Some examples of Audiences could be:
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Management Staff
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Vendors
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Customers
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Departments
To create an Audience, click on Your Name on the top menu and then on Settings.
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The click on Audiences on the left menu.
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Then click on the green "New Audience" button. In the new screen you may enter the details below:
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Name: the audience name.
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Entity Type: what type of entities the audience will contain.
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Include all contacts: indicates to include all contacts in the audience. Only tick this if you're looking to create an audience for all contacts.
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Description: a description of the audience.
To configure the contacts click on Add Existing Contacts.
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Select the contacts you would like to be in the Audience and then click on Save.
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Configuring for Rules
To configure a rule, click on the Edit Rule button.
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In the rule screen, enter what rules will define the audience. All rules available to filter contacts are available in the audience.
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By contact type: select all contacts with a specific contact type.
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Document type expired: select all contacts that contains a specific expired document type.
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By email: select all contacts with which have an email containing a specific domain.
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By location: select all contacts within a specific location.
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By time zone: select all contacts with a specific time zone.
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Custom fields: select all contacts that have a custom field value.