The Audience Menu will display a list of created audiences. Only the audiences that you have access to, dependent upon your department, will be displayed. An audience filter can be used to search for a particular audience. The audiences can be viewed, updated or a new audience defined.
The Audience menu is navigated to from the CRM home page. The link is within the Communications Processes section under Regular Mailings.
- WHO: Build an Audience. Clicking on this link will open the Audience menu.
The Audience filter can be used to reduce the number of audiences or select a specific audience on the menu. The filter is located at the top center of the page.
- Filter by Audience Name. This field is where the desired audience name is entered. A specific audience name can be entered, or a partial name can be entered with a wild card.
- Using Wild Cards. The "%" is the wild card used for the Audience filter. For example, we want to search for audiences that include Seniors. Enter "%Senior%" in the audience filter. Then click on FIND. The result will be all of the Audiences that have the word "Senior" in its description.
Note: The search is case sensitive. In other words, if the entry was "%senior%", it would only show those audience descriptions with "senior" all in lower case. In most cases the description is in capitalized format.
The Add Record link is used to open the Audience form. This form is used to create a new audience.
Note: See Audience Form.
The View link is used to view the information regarding the selected audience. Clicking on View will display the following:
- Audience Name. This is the name of the audience.
- Audience ID. This is the record ID for the audience.
- Audience Description. This is the plain language description of the SQL statement that defines the audience.
- SQL Statement. This is the SQL statement that defines the audience.
Note: All WHERE snippets are within the curly brackets.
- Organization Text. This is the name of the Organization that owns the audience.
- Organization ID. This is the record ID of the organization that owns the audience.
- Security Access. This lists the Organizations that have access to the audience. There may be more than one.
- Date Created. This is the date that the audience was created.
- Created By. This is the name of the creator of the audience.
- Date Modified. This is the date of the last modification to the audience record.
- Modified By. This is the name of the person who made the last modification to the audience record.
- Date From. This is the earliest date that the audience record is active. This is normally the created date.
- Date To: This is the date the audience becomes inactive (end-date).
The Update link is used to make changes to an existing audience. Clicking on the Update link will open the Audience form for this audience.
Note: See Audience Form.
The Expire link is used when the audience is no longer to be used. When clicking on Expire, the Date To field is populated with the current date. The audience will no longer be active. The audience is not removed from the database.