Quick Summary
You can create one or more Roles, for example Doctor, Forensic Scientist, Teacher
You can assign each of these roles to one or more contacts
Each contact can have multiple Roles
When a contact is given a role, a start date must be specified
Adding an end date is optional
Key screens
Manage Roles
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Roles box on a Contact Profile Page
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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
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 |
How to create a new Role
Steps
Go to the My Apps menu
Select Contacts
Go to the More Options menu on the Contacts page
Select Contact roles
From here you can create, edit and delete Contact Roles
Now when you go to a Contact Profile page, you will see a box on the left side called Roles. From here you can give a contract one or more roles
Manage your Roles
Steps
Go to the Contacts App
Select My Apps
Select Contacts
Press the More Options button
Select Contact roles
You arrive on the Manage Roles for Contacts page
Assign a Role to a Contact
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You can alternatively use an integration to give a contact a role |
Steps
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Add button within the Roles box
The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact
You must add a Start date to the role
Adding an End date is optional
Press Save
The box updates with the details of the Role you gave the contact
Edit a role that has been assigned to a contact
A contact can have many Roles
You cannot edit a contact’s Role Assignment but you can delete one and then add a new one
Steps to delete a contact’s Role Assignment
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Delete button next to the Role Assignment you want to edit
Once the Role Assignment has been deleted, you can create it again with the correct start date, end date or role
See a chart and table showing contacts' transitions between roles
Steps
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Go to the Contacts App
Select My Apps in the top menu
Select Contacts
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Select the Productivity tab
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Scroll down to the Contact Roles chart
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