How to create an Audience

Audiences are a way to save targeting so you don't have to recreate it for every news item/article you want to apply it to

Megan Bland avatar
Written by Megan Bland
Updated over a week ago

What is an Audience?

Audiences are a way to save targeting so you don't have to recreate it for every news item/article you want to apply it to. You’ll be able to save a number of locations, regions and/or individuals as an Audience. The Audience can then be used as a target for a news item or article.

For example, you might want to have a new initiative you're launching in different waves to groups of people, or have teams of champions for your different product ranges. Using Audiences, you can now target these groups directly.

You’ll need to have the Manage Audiences permission to be able to create Audiences. Contact support@ocasta.com if you need any help assigning this permission.

How do I create an Audience?

  1. Login to your workspace on Engage on the web

  2. Go to the Manage tab

  3. You’ll see a section called Audiences. Within this section select Create Audience.

  4. Name - enter a name for the Audience

  5. Description - enter a description for the Audience

  6. Choose locations/regions - Go to the Locations tab. You’ll see a list of all your regions which you can expand to see sub-regions and locations within the different regions.

  7. Select which region(s), sub-region(s) and locations you’d like to add to the Audience. As you add locations you’ll see a count appear at the top next to Locations.

  8. Choose individuals - Go to the People tab. Start typing the name of the first person you’d like to add and they should appear to select in the list. You can up to 100 people to an Audience. You’ll see a count appear next to People to show the number of people you have added to the Audience.

  9. The people you have added will display in a list. You can delete a person by selecting the bin icon next to their name.

  10. Once you’re happy with your Audience select Save Audience in the top right of the screen.

How can I target content to an Audience?

Please read the following help article.

How can I see a list of Audiences created?

  1. Login to your workspace on Engage on the web

  2. Go to the Manage tab

  3. You’ll see a section called Audiences. Within this section select Audiences.

  4. You’ll see a list of all Audiences currently active and a summary of which Audiences are targeted to locations, people or both as well as the number of articles & news items that are using the Audience for targeting.

How can I edit an Audience?

  1. Login to your workspace on Engage on the web

  2. Go to the Manage tab

  3. You’ll see a section called Audiences. Within this section select Audiences.

  4. You’ll see a list of all Audiences currently active.

  5. Select an Audience from the list to edit

  6. Add or remove the locations and or people from the Audience.

  7. You can also edit the name and description.

  8. When you’ve finished editing select Save in the top right corner.

  9. Remember updating the Audience will affect all content currently using the Audience for targeting.

  10. All edits made to an audience will be visible in the edit history. Whilst viewing an audience just select View Edit History.

How can I archive an Audience?

  1. Login to your workspace on Engage on the web

  2. Go to the Manage tab

  3. You’ll see a section called Audiences. Within this section select Audiences.

  4. You’ll see a list of all Audiences currently active.

  5. Select the Audience from the list that you would like to archive.

  6. Select the Archive button in the top right next to the Save button.

  7. You'll be warned if the audience is currently in use. If that's the case you won't be able to archive it.

  8. If it is not in use the audience it will be listed in the Archived Audiences list.

  9. Once an audience is archived you will still be able to view it in a read only format.

  10. You can re-publish an archived audience if you'd like to use it again for targeting.

If you need any further help please contact support@ocasta.com and a member of the Ocasta team can assist you.

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