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
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In My Client Groups, click Communicate.
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On the Communicate page, open a communication campaign.
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Click the Audience tab.
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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.
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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.
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Select a predefined audience.
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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.