You can give a contact as many audiences (formerly roles) as you like.

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What you’ll learn in this article

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.

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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

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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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See, change and remove a contact’s assigned audience(s)

• You can give a contact several Audiences (formerly Roles)

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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 Audience for Contacts

• Create a new Audience (formerly Roles)

• Manage your Audiences (formerly Roles)

• Assign an Audience (formerly Role) to a Contact

• Edit a Contact’s Audience (formerly Role) Assignment

• See a chart and table showing the transitions between Audience (formerly Roles)