Copy an Audience

You can copy an audience so you don't have to start from scratch when creating a new audience. You cannot copy the All Users audience or audiences created through team automation.

To copy an audience

  1. Select Users > Audience Management from the left navigation bar.
  2. Locate the audience you wish to edit .
  3. In the ACTIONS column,select Copy. The audience specifications are copied and the Edit Audience page displays.
  4. Modify the audience name.
  5. Optionally, select the audience administrators and audience owners.
  6. Audience administrators can create and manage child audiences which are subsets of the main audience that they administer. They must be a learning admin or manager 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.
  7. Audience owners must have a user role of Learning Admin or Manager. Not all audiences need owners. Audience owners may receive an email notification when they are added or removed.
  8. Modify your audience definition. To assist you in your modifications, you see the current user attributes and users included and excluded from the audience. You also see the total number of users in the audience. You can add or remove either user attributes or individual users. Percipio recalculates the total number of users in your audience based on your new selections.

    Define your audience field. Options to specify with attributes or by adding individual users.

    • Any user attributes you add to your existing selection act as an AND. Users need to meet all attribute conditions to be included in the audience. User attributes do not apply to individual users added to the audience.

      1. Select Add user attributes.
      2. 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 attribute, 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

      3. 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.
      4. Repeat for additional user attributes and values.
      5. 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.
      1. Select Add individual users.
      2. 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.
      3. Locate the user in the list.
      4. Select add icon, white plus sign in a blue circle.
      5. Repeat for additional users.
      6. Select Add to audience.
      1. Select remove icon, blue circle with white X next to the users and/or user attribute rules you wish to remove from the audience definition. If there are more users than what displays:
        1. Select Add individual users.
        2. Select the Selected users tab.
        3. Select checkmark button the checkmark to unselect all users that should no longer be in the audience. The user is immediately removed from the list.
        4. Select Add to audience to save your changes.
  9. Select Create Audience.