Create a New Audience

You can create two types of audiences:

Individual audiences
Child audience

For administrators of Percipio compliance, please note the following:

Audiences are created in Percipio.
Before you create your audiences, review About Attributes and Audiences.
Audience owners and administrators are not available in Percipio Compliance.

Create individual audiences

Only site admins can create individual audiences. To create an individual audience:

From the Admin menu, select USERS > Audience Management.
Select Create Audience. The Create Audience page displays where you can:

Enter Audience details.
Manage audience access which include audience administrators and audience owners.
Define your audience which includes the users to be in the audience.
Enter Content Associations which are custom channels explicitly for this audience.

Select Create audience.

Create child audiences

Both site admins and learning admins who have the Manage child audiences as an administrator permission enabled and who are designated as audiences administrators can create child audiences. To create a child audience:

From the Admin menu, select USERS > Audience Management.
Locate the audience in the list under which you want the child audience to reside.
From the Actions menu, select Create child audience. The Create Audience page displays where you can:

Enter Audience details.
Manage audience access which include audience administrators and audience owners.
Define your audience which includes the users to be in the audience.
Enter Content Associations which are custom channels explicitly for this audience.

Select Create audience.

Specify audience information

When you create an individual or child audience, you must enter information about the audience including:

Field name	Description
Audience details	This required field is the name of the audience. We recommend defining a naming convention so all site admins viewing the list of audiences understand the list.
Manage audience access	This is an optional field. Select the type of access: Audience administrator or Audience owner. Start typing the name of the user to be the audience administrator or owner. You can select more than one. Select Save. What's an audience admin? Audience administrators can create and manage child audiences which are subsets of the main audience that they administer. They must be a learning admin with the Manage child audiences as an administrator permission enabled. They cannot change the characteristics of the audience they administer, only the child audiences they create. An audience administrator has all the privileges of an audience owner. What's an audience owner? An audience owner is a user with the role of Manager or Learning Admin assigned to one or more audiences. The Manager or Learning Admin can access analytics about how users in their audience engage with Percipio. Owners who are Learning Admins can also create, edit, and manage assignments for users in their audiences. When an owner is added to or removed from an audience, Percipio may send them an email notification. What are the differences between an audience owner and an audience administrator Every audience administrator is an audience owner, but not every owner is an audience administrator. Audience owners can manage assignments, target content, track progress, etc. as defined by the permissions of the role, but they cannot create or delete audiences. Audience administrators can create and manage audiences as a subset of the audience they administer, up to three levels deep. Neither audience administrators nor owners can edit the audience that they administrator or own. Audience administrators must have the role of learning admin with the Manage child audiences as an administrator permission enabled. Audience owners can have the role of either learning admin or manager. You assign the audience owner or audience administrator when you create the audience. If you use the Percipio user attribute to define an audience, the Percipio user automatically becomes the owner of the audience. This is also true for team automation.
Define your audience	Define who is to be in your audience. If you are a site admin creating an individual audience, you can define your audience by specifying user attributes, adding individual users individually or in bulk, or a combination of both methods. If you are creating a child audience, you can only define an audience by specifying user attributes. Specify user attributes Select Add user attributes. Select the user attributes and values for the audience. You have the option to select either Equals or Does not equal when choosing to include or exclude users. Sometimes it may be easier to exclude one or two values, than to include 35. For a string-type attributes and list type attributes, you can paste values that are line delimited into the Attribute value box that you copied from elsewhere. For example, you can copy a column of data from an Excel spreadsheet or copy a list of items from a document file provided that there is one item per line. Optionally, select Add user attribute rule if you need to further refine your audience with additional attributes. If you specify more than one attribute, the user must meet all conditions to be included in the audience. Repeat for additional user attributes and values. When you are done adding all attributes, select Done. The following rules apply when composing an audience based on user attributes: If you have only one rule where the condition is Equals, at least one of the user values has to match one of the rule values for the user to be included in the audience. Said another way, if the user does not have any values that match the Equals value, they are not included in the audience. If you have only one rule where the condition is Does not equal, the user must have any value (including unspecified) other than the values defined in the rule to be included in the audience. Said another way, if the user has at least one value that matches the Does not equal value, they are not included in the audience. If you have more than one rule defined, the user must meet the condition of both individual rules to be included in the audience. Add individual users Select Add individual users. Enter a user name, user email, first name, or last name in the search field. All active users containing the search term(s) display. You cannot add inactive users to new audiences. Locate the active user in the list. Select . Repeat for additional users. Select Add to audience. Bulk add individual users Before selecting to Bulk add individual users, you must create a single column CSV file with the users' data. This file must be less than 10,000 users and no bigger 500 KB. Enter one of the following in the header row of the CSV file exactly as shown: email loginName externalUserId Populate the remaining 9,999 rows with the unique user identifier matching what you specified in the header row. For example, if you specified email in the header row, enter each user's email address, one email address in each row for each user you want to add to the audience. Save the CSV file. Ensure it is under 500 KB. To bulk add users with your CSV file: Select Bulk add individual users. Select Select a file. Choose your newly created CSV file. Select Get users. This step pre-validates your CSV file to ensure you are only adding users who have an active account in Percipio. Percipio identifies if a user does not have a Percipio account or is not active. Update your CSV file and try again. When Percipio detects no errors, select Add users(s). The users get added to the audience individually.
Content association	Optionally, select the custom channels you want to associate with this audience. Associating a custom channel to an audience entitles the users within the audience to the content. If you remove a user from the audience, they lose access to the channel's content (if they do not have access to the specific content from any other audience associations). Adding users to the audience automatically entitles them to the content. In the Content association section, select Associate custom channels. Either browse the list or enter a search term to locate the custom channel you want to associate to your audience. Select for each custom channel you wish to associate to your audience. Select Associate to audience. Note about assignments: If a user is removed from an associated audience and content within the custom channel is included in one or more of their assignments, the assignment remains on the Assignments page only if it is in an In Progress or Completed status, or if it contains content entitled to them via another audience association. Any content within the assignment that they are no longer entitled to displays as unavailable, and the assignment cannot be completed. Important information about associating custom channels with an audience Associating a custom channel with an audience entitles the users within that audience to the channel's content. Adding users to the associated audience at any time entitles them to the channel's content. If users do not have access to the content within the custom channel via any other audience association, and you remove users from the custom channel audience, the users immediately lose entitlement and can no longer view the content.