Select the Audience of a Communication Campaign

You define the audience of a communication campaign to target a specific segment of employees for the campaign.

The campaign administrator defines criteria for targeting a segment of employees by using eligibility profiles or filtered lists. For an eligibility profile, the campaign administrator creates it and assigns it to a communication team so that the campaign manager can use it. For a filtered list, you don't need to assign it to a communication team. As long as the campaign administrator creates it in the context of HCM Communicate, then the campaign manager can use it to create a predefined audience. Use either method to create these predefined audiences to target a segment of employees for your communication campaign.

Before you start

You need the Campaign Manager role.

Here's what to do

  1. In My Client Groups, click Communicate.
  2. On the Communicate page, open a communication campaign.
  3. Click the Audience tab.
  4. For journeys related campaigns, you can target the audience in different ways depending on the type of communication goal you selected.
    • Drive journey completion: you target employees already assigned to this journey. You can also use the Journey Audience Filter field to target employees who are assigned to this journey and meet this additional criterion.
    • Promote journey awareness: choose to target an HCM audience and exclude those employees who are assigned to this journey. Or target all employees that meet the audience criteria regardless of whether they're already assigned to this journey.
  5. Click Add and select either Eligibility Profile or HCM List. Both options provide a targeted audience based on certain criteria.
    Note: You can't use HCM List for ongoing campaigns or journeys campaigns.
  6. Select a predefined audience.
  7. Click Save.

Results:

The audience breakdown displays. The audience breakdown represents the distribution of employees selected for the campaign in terms of top worker location and top business unit. The audience breakdown is calculated and refreshed once a day. Click Preview (for audiences based on eligibility profiles only) in the Audience Breakdown section to see which employees the campaign aims to target and various details about them. For example, work location, business unit, email address, and work mobile number.

What to do next

When you work in a test environment, it's recommended to manually run the Evaluate Campaign Audience scheduled process for the application to populate the audience breakdown. In a production environment, you need to set a schedule to run the scheduled process.