Feature Overview and Requirements 

The Audience feature allows portal administrators to set up rules that define membership and then leverage that Audience as a group for enrollments, notifications, and other uses. This makes Audience membership dynamic. Once an Audience rule is established with specific criteria defining the membership, the LMS includes anyone who matches those criteria at the given time. Membership automatically fluctuates to include or exclude individuals depending on how they meet the rule’s criteria.

Step by Step Procedure and Field Description

To create an Audience:

1. On the Administration menu, select Audience > Add Audience.
2. Define the Audience Name, Description, and Status.
3. In the Filter section, build the rules defining your Audience membership. The criteria available work similarly to the User Search, including the ability to change comparisons and use and/or logic. You can review that support page for information on building a query. The example below shows an example of an Audience definition where:
   • Position is Primary As “Dealer Service Technician”  (this means it will only look for primary position)
   • User Account Start Date is on or after 1/1/2010
4. Click Preview Users to verify the list, if desired.
5. Click Submit to save the record.
6. Click a file icon in the upper right corner to export results into .xlsx, .csv, or .pdf formats.