Creating Set Audiences

Your business is all about doing things easily and efficiently - especially when it comes to employee learning and development. Luckily - so is ours!

One the great tools Learning Zone offers are audiences; the ability to group your people together, and assign courses, certifications, and more collectively. So what are we waiting for? Let's make those audiences:

This article contains the following sections:

• Creating a Set Audience
• Assigning Users to you Set Audience
• Assigning Courses, Programs, and Certifications to your Set Audience

What's an Audience?

An audience is a group of users created inside of Learning Zone, where members can be added manually or automatically - by setting a certain set of rules based on the users' profile, such as precious courses, position and more. After we've made an audience. we can link courses, programs, and more to that audience collectively.

There are two types of audiences in Learning Zone:

1. Set Audience - in this audience, you'll be able to individually search and add user's to the group.
2. Dynamic Audience - in this audience, you'll be able to pick a set of rules by which users will be added or dropped from the group automatically

Creating a Set Audience

In this article, we'll focus mainly on Set Audiences.  For more info about Dynamic Audiences, check out our Knowledge base:

Step 1: Select Site Administration --> Users --> Accounts --> Audiences. Here you will see all the audiences already existing in your Learning Zone.

Step 2: Click on the tab 'Add New Audiences' at the top, and fill out the following:

• Name  - this is a requires field
• Context - this will determine the level in which the group will be active at. If you select 'System', the audience will be able to be linked to all courses in all categories; otherwise, you may select a specific category in which the audience will be able to link to courses in. We suggest selecting 'System'.
• Audiences ID - this field may help identify this audience in different reports. This is not a mandatory field, but if you choose to use it, make sure the Audience ID is a unique one.
• Type - select 'Set'
• Alerts - this will determine when alerts will be sent to members in/leaving the audience. There are three options:

1. Do Not Send Alerts - no alerts will be sent when joining/leaving the audience.
2. Send Alerts to Affected Members Only - Alerts will be sent to members when joining/leaving the audience
3. Send Alerts to All Members - Alerts will be sent to all members when other join/leave audience.

Step 3: Save your changes

Adding Members to your Set Audience:

Step 1: Once you have created your audience, go into the members tab at the top of the page. If the set audience already exists, click the edit icon next to its name and then go into the members tab.

Step 2: Search for users you would like to add to the group through the user list provided. Then, select the available users in the left hand side column and click on 'Add'. The members will be immediately seen as part of the audiences' members.

Step 3: Look for users you would like to remove from the audience in the right hand column, select the names and click 'remove'. They will be immediately removed from said audience.

After you have created a set group and added members to it, you can add courses and programs to the audience's 'Visible Learning'. These programs and courses will automatically be added to the members' learning plans in the future.

Step 1: After you have entered your set group, click on the   icon in order to edit its settings.

Step 2: Go into the 'Visible Learning' tab at the top of the screen.

Step 3: Click on the 'Add Courses', 'Add Programs', or 'Add Certifications'. In the screen that pops up, you'll see all of the available courses/programs/certifications. Here, you can add several of these items to your audience.

The courses/programs/certifications will be automatically added to the users' learning plans after an automatic system scan.

Tips and Suggestions:

• The main use of set audiences are when setting up unique groups of users, where the members have no common features that can be defined by audience rules. For example, one such audience can be "Potential Leaders", where the members will come from all ends of the organization. (Otherwise, we suggest creating a dynamic audience where the members are added automatically according to a set or rules).