Setup your Audiences (Contact Roles): assign Audiences to Contact Types

• Assigning a Contact Audience (formerly Role) to a Contact Type helps you organise your contacts and contact forms.

• This makes it easier to identify the contacts and/or contact forms based on the audience and types.

There are several places where you can assign a contact audience (formerly Role) to a contact type

1. When Creating a Contact Form

2. When Editing a Classic Contact Form

3. On the Manage Contact Form page

On the Manage Contact Form page

1. Navigate to the Manage Contact Form page.

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2. Click on the Design Your Audience button.

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3. You arrive at the Manage Design Your Audience page.

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4. You can assign the existing contact audiences (formerly roles) to the contact types by clicking on the check box that is below each contact type.

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5. You can also create an audience by clicking on the Add another Audience

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   1. A text box asking you to enter the name of the audience appears. Enter the name and click on Save.

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   2. This will take you to the Create Contact Form page.

6. Go back to the Manage Design Your Audience (formerly Roles) page and you can now assign the newly created audience with the contact types.

7. You can also Edit the name of the audience by clicking on the icon, edit the role, and press icon.

8. You can remove any audience(s) which are not yet used on a contact form by clicking on the X-Remove.

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