Creating and Managing Audiences

Creating a Static Audience

1. Navigate to the users section of Atheer Studio. If you do not see the audiences icon in the left hand menu it is likely you do not have permissions to create and manage audiences. Please contact your administrator if this is the case.

2. Select the user or users that you would like to be in the static Audience, and click on the (Add to Static Audience) button at the top right corner of the screen.

3. To finalize the creation of the the audience simply:

1. 1. 1. Give it a name (required)
      2. Add an image (optional)
      3. Activate (when ready)
      4. Enable for conversations (which will automatically create a conversation group with the members of the audience)
      5. Enable functional team (this if for future functionality and not required)
      6. Add a description (optional)
      7. Click on the “CREATE NEW AUDIENCE” button

Creating a Dynamic Audience

1. Navigate to the users section of Atheer Studio. If you do not see the audiences icon in the left hand menu it is likely you do not have permissions to create and manage audiences. Please contact your administrator if this is the case.
   
   
   
   
   
2. To create a new dynamic audience, click on Add Filter button.  A list of all available profile fields for filtering purposes will appear. You can scroll through the list to find the required field or simply type the field name. In this example the filter is based on the “Job Role” field.

3. Once the field for filtering has been selected a list of search conditions will appear. In this example the “contains” condition has been selected and will pick up any “Job Role” which contains the word “automation”.  The user list will automatically be filtered for users matching the criteria. Click the Done button
   
   NOTE: Other conditions include: “is”, “is not”, “starts with”, “ends with”, “does not contain”, “is not set”, and “is set”.  These allow for great flexibility in creating the filtering rules.
   
   
   
   
4. Any number of additional filters may be applied by clicking the Add Filter button again. In this case a second filter based on the profile attribute “Location” and the condition “is US” has been created and the list of users will be adjusted to those only meeting both filters. Click the Done button.
   
   
   
   
5. Once the required filters have been created, and the results verified (if users meet the filter criterias), the dynamic audience can be saved by clicking on the “SAVE DYNAMIC AUDIENCE” button towards the top Audience Column.
   
   
   
   To finalize the creation of the the audience simply:

1. 1. 1. Give it a unique name (required)
      2. Add an image (optional)
      3. Add a description (optional)
      4. Activate (when ready)
      5. Enable for conversations (which will automatically create a conversation group with the members of the audience)
      6. Enable functional team (this is for future functionality and not required)
      7. Click on the “CREATE NEW AUDIENCE” button
         
         
         
         

Managing Audiences

1. You can easily manage (update, delete, and review) previously created static and dynamic audiences from the users section of Atheer Studio.  
   
   Click on the audiences drop down menu to see a list of all the previously created audiences.
   
   
   
   
2. Select the audience to be managed from the list of all audiences. The “Everyone” audience cannot be modified.
   
   
   
   
   
   
3. Once the audience has been selected, the audience management buttons will appear towards the bottom left of the screen.
   
   
   
   Audience management buttons include options to:

1. 1. 1. Edit, which allows you to edit the audience (which will allow you to add or remove users in a static audience or update  the filters of a dynamic audience)
      2. Insights, which shows you a chart of the audience membership.
      3. History, which shows you a list of the current and past members of the audience.
      4. Delete, which will delete the selected audience.

If you have any further questions, please feel free to reach out to our customer success team right here.