An audience is a named group of members, such as Reps or Voted in ballot  that dashboards count, compare and filter by. Audiences are the building blocks for metrics, filters and tracker links. You need an Admin or Super admin account.

Before you start

1. Check it doesn't exist already. Open Audiences and search the list. Reusing an audience keeps figures consistent across dashboards.

2. Decide which kind of audience you need:

1.  Name your audience. The reference autopopulates based on the name. You can add a description, but that is optional.

2. Choose which way to group this audience by either members or workplaces.

How to Build a Dynamic Audience

Example: Trained reps (workplace reps who have completed training).

1. Go to Audiences › New.
2. Name: Trained reps. Reference: trained-reps. Description: Workplace reps who have completed rep training. The description shows to other admins, so say where the group comes from.
3. Choose Members.
4. Choose the Dynamic source and click Create. You land on the audience's page.
5. Under Who's in it, add the first condition by clicking the +Add Condition button: Use the dropdown menu to select the condition either from the Member or Workplace options.
6. You can then select is or is not and then select from the dropdown menu to finish the condition. At the bottom right of that section, you will see the numbers change to reflect the condition.
7. If required, you can add more conditions. The count will change as more information is added.
8. When you have finished adding in all your conditions, go to the right hand side of the window and click on Save Changes. If you wish to delete the audience, you can delete it using the Delete Audience button.
9. Click back to the Audience Home Page and you will see the new audience listed along with it's status 

The audience now appears in the list with an orange Dynamic chip and its member count.

Every condition you can use

How conditions combine

• Each new condition narrows the group (AND). Members must match every condition.
• Several values in one condition widen it (OR). Phase is Primary, Secondary = either.
• "is not" reverses a condition. Change is to is not on the condition.
• Number conditions take a minimum, a maximum or both.
• Workplace conditions only include members who have a workplace.
• Up to 12 conditions per audience. The editor refuses rules that point at a missing audience or loop back on themselves.

How to Build a File-Upload Audience

1. Prepare the file. A CSV with one membership number per row. Save as CSV UTF-8, and keep leading zeros by formatting the column as text.
2. Go to Audiences › New. 
3. Choose Members, then the File upload source.
4. Upload the CSV and save.
5. When the upload finishes, check the member count. Any membership numbers that didn't match a member are listed; the rest are still added.

Updating it: upload the new file on the same audience. It replaces the old list, and dashboards update automatically, so there's no need to make a new audience each time.

How to Build a Communicator (Movement) Audience

1. In Communicator / Movement, find the saved search and copy its search ID.
2. In Dashbuilder, Audiences › New. 
3. Choose Members, then the Communicator source, and paste the search ID. Save.
4. Click Refresh now to pull the list. Wait for the run to finish; a second click while it's running is refused.
5. If the refresh fails, the page says why in words. A connection error means Communicator isn't set up for your organisation yet; contact support.

Safety check: if a refresh would shrink the audience by 90% or more, the run fails and the old members are kept. A drop of 25% or more completes with a warning. This stops a broken saved search from emptying your dashboards.

How to Build a Workplace Audience

Some groups are workplaces, not people (for example Workplaces with a risk assessment on file). Choose Workplaces instead of Members in step 3 and upload a CSV of workplace codes. Use it as a dashboard filter, or inside a member audience with the condition Workplace audience.

Combined Audiences for One Dashboard

If you need "all of these", "any of these" or "none of these" audiences for a single dashboard, build it in that dashboard's Audiences step as a composed audience rather than in the Audience Library.

Check your Audience

• The count is in the range you expected. If it's 0 or suspiciously large, revisit the conditions one at a time.
• Spot-check: in Admin › Data › Members, look up two or three people you know should be in it.
• The description says where it comes from and, for files, the date.
• The active/paused switch is on (paused audiences don't update).

Use It

• On a dashboard: pin it in the builder's Audiences step, then build metrics from it, such as a count or a percentage.
• As a filter: add it as a yes/no filter so viewers can show or hide its members.
• In other audiences: use it in an In audience or Workplace has someone in condition.
• For tracker links: issue personal links to everyone in it.

Managing Audiences

• Health: the Audiences list shows each audience as healthy, running, failing or stale (not refreshed in over twice its usual interval), with its last and next refresh. Filter the list by source, schedule or health to spot problems.
• Active/paused: the switch saves immediately. Paused audiences are skipped by the scheduler.
• Editing: change conditions any time and save; every dashboard using it updates.
• Reference: shown but can't be changed. To rename the audience, change its name only.
• Refresh now appears only for Communicator audiences; re-upload file audiences instead.
• Deleting: asks you to confirm. System audiences such as All members, and any audience used by a metric or dashboard, can't be deleted. The edit page lists Used in dashboards.

Troubleshooting audiences