You can give a contact as many audiences (formerly roles) as you like.
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This What you’ll learn in this article covers
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What Audiences (formerly Role) are
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Roles Audiences are a way of categorising your contacts - example Roles includethey might look something like:
Advisor
Client
Participant
Tutor
Volunteer
How to use Contact
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Audience
Stay on top of the
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audiences you use
You can create as many Roles audiences (formerly roles) as your organisation organization needs.
See the
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audience(s) each contact has at a glance
You can see when each contact started and ended each Rolea contact was assigned a Role (Now Audience) and when that Role (Now Audience) ended - open the Audiences (formerly Roles) tab within the Contacts App
Track the population size of each
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audience
You can report on the number of contacts that your organisation has in each Role (Now Audience) over time
See, change and remove a contact’s
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assigned audience(s)
You can assign multiple Roles to each contact give a contact several Audiences (formerly Roles)
Find contacts according to their
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Audience
You can filter to see the contacts who have particular Audience (formerly Roles)
Use forms and signup pages to automatically assign an Audience to a contact
Every contact form has a single Audience (formerly Role) assigned to it
This lets you automatically assign an Audience to a contact whenever a Signup Page is completed or whenever a colleague creates a new contact
Watch a walkthrough video
https://www.loom.com/share/bb7bfb893d144f46ad5915b2073a30ac
Get started with
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Audience for Contacts
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You have to be an Organisation Admin to create and edit Contact Audiences (formerly Roles) however any user can assign one of those Audiences (formerly Roles) to a Contact |