You can give a contact as many audiences (formerly roles) as you like.
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What you’ll learn in this article
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What Audiences (formerly Role) are
Audiences are a way of categorising your contacts - they might look something like:
Advisor
Client
Participant
Tutor
Volunteer
How to use Contact Audience
Stay on top of the audiences you use
You can create as many audiences (formerly roles) as your organization needs.
See the audience(s) each contact has at a glance
You can see when a 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 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 assigned audience(s)
Find contacts according to their 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
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Get started with Audience for Contacts
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You have to be an Organisation Admin to create and edit Contact Roles |
Steps
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Go to the My Apps menu
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Select Contacts
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Go to the More Options menu on the Contacts page
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Select Contact roles
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From here you can create, edit and delete Contact Roles
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Audiences (formerly Roles) however any user can assign one of those Audiences (formerly Roles) to a Contact |