Managing Audiences

Overview

The ability for an end user to receive the insights an Andi® skill provides depends on whether the skill is enabled or disabled. Audiences provide you with the ability to determine what group of users or regions are able to see an enabled skill. This article will cover what audiences are, their use cases, and how to manage the audience(s) a user or region belongs to.

 

In this Article

• What is an Audience?
• Managing your Audiences
  • Creating a New Audience
  • Removing a User or Region from an Audience
  • Prioritizing Audiences
• Deleting an Audience

 

What is an Audience?

An Audience consists of a group of application users or regions within an organization who are able to see an enabled skill.

The Andi® platform contains the following default audiences:

Testing

When a skill is deployed, it will go to the testing audience. The lifecycle of all skills will start with this audience and allows any user in this audience (such as a user with the skill developer security profile) or region, to complete initial testing of the skill in the application to ensure the skill code functions properly before publishing a new skill or testing out future versions of a skill while the current version remains enabled for everyone.

Everyone

The users of this audience are the complete set of end users of the application. Any user with an active account in the application will be able to see the enabled skill. Because the everyone audience is for all users of the application, you will not be able to make any changes to it in the Audiences Admin page tab.

You will enable or disable a skill for an audience on the skill page.

 

Managing your Audiences

Administrators with the Manage Audiences permission will be able to add or remove users and regions from audiences in the Andi® Skills Manager.

On the Admin page, select the Audiences tab.

 

Creating a New Audience

To add a new Audience, select Create Audience.

Enter a name for the audience in the Audience Name field. This is the name that will show in the  Audiences drop-down on the skills manager dashboard, as well as on the skill details page in the Audiences section.

 

In the Audience Type drop down, select whether the audience will be based on Emails, Regions, or Security Profiles.

• Emails - Allows you to group specific users together.
• Regions - Allows you to create your audience based on a particular location(s).
• Security Profiles - Allows you to create your audience based on a particular security profile.

 

Email-based Audiences

In the Emails in Audience section, enter the user's email address as it appears in the application. 

Repeat this process for as many users as you need to add to the audience, adding a comma after each user. When complete, select the Save Changes button.

To add multiple users to an audience at once, select the Upload CSV hyperlink to upload a .csv file from your computer with a list of users.

Verify the information you've uploaded is correct, then select the Save Changes button to add the users.

 

Region-based Audiences

In the Regions in Audience drop down, choose which regions you would like to add to the audience. You can add as many regions as you would like by selecting each one. The Regions displayed here are the same Regions that are shown in your PrecisionLender account.

Once you've added all the appropriate regions, select the Save Changes button.

After adding your user(s) or region(s) to the appropriate Audience, you can then enable a skill for that particular Audience.

 

Security Profile-based Audiences

In the SecurityProfiles in Audience drop down, choose which security profiles you would like to add to the audience. You can add as many profiles as you would like by selecting each one.

Once you've added all the appropriate regions, select the Save Changes button.

 

Prioritizing Audiences

You can prioritize your Audiences from highest priority to lowest by clicking on the icon and dragging it to where you would like it to show in the list. You can also click on the icon and use the up and down arrows on your keyboard to move the priority. 

If a user belongs to more than one enabled audience, Andi will shows results for the audience with the highest priority. 

 

Removing a User or Region from an Audience

To remove a user from an audience, highlight the email address of the user from the list in the audience you're removing the user from, then hit the delete button on your keyboard. 

Repeat this process for as many users as you need to remove from the audience. Select the Save Changes button to apply your changes.

 

To remove a region from an audience, select the Regions in Audience drop down and then click the 'x' next to the audience name. Select the Save Changes button to apply your changes.

 

Deleting an Audience

To remove an audience completely, select the Delete Audience button. If the audience you are trying to delete is enabled in any skills, you will need to disable the audience in those skills first.

 

In the pop-up window, confirm that you would like to remove the audience by selecting Delete. This action cannot be reversed.