You can give a contact as many audiences (formerly roles) as you like.
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Contact Roles
You can
create roles
assign roles to contacts
see the number of contacts in each role
filter contacts according to their role… and when they had it
What are roles?
Roles are like Job Titles for your contacts - example Roles include:
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
Roles per Contact
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 each contact started and ended each Role
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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
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You can create as many Roles as your organisation needs
See their roles
You can assign multiple Roles to each contact
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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)
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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 |
Key screens
Manage Roles
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Roles box on a Contact Profile Page
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