The audience setting lets you choose the people you want to send conversations to.
You can set your campaign audience by:
- Targeting a specific group in the organization using attributes.
- Distributing your audience based on recent participation.
- Including everyone in your organization.
- Uploading a CSV file with a list of specific people.
For conversations that are set up to send across multiple days, you also have the option to distribute conversation sends evenly based on a specific group. This approach ensures that conversations are delivered to a diverse range of participants.
1. Target specific group using the Attribute option.
- Select 'Attribute' from the 'Target audience' dropdown.
- Type an 'Attribute name' or 'Attribute value' in the input field. Click on the 'Attribute value' to select.
- You can also select the 'Attribute value' from the dropdown menu.
- You can select multiple 'Attribute values' from different Attributes that are set up in Joyous for your organization.
- Select the attribute you wish to spread your send by.
- Click 'Save' to confirm audience setup.
2. Distribute your audience based on recent participation.
- Select 'Distributed' from the 'Target audience' dropdown.
- Type an 'Attribute name' or 'Attribute value' in the 'Attribute values' field. Click on the 'Attribute value' to select.
- You can also select the 'Attribute value' from the dropdown menu.
- You can select multiple 'Attribute values' from different attributes that are set up in Joyous for your organization.
- Type the maximum number of participants you want in your campaign audience in the 'Maximum number of participants' field.
- Click the ' Distribute by' dropdown and select the attribute you wish to distribute your audience by.
- Click the checkbox if you wish to select participants based on their least recent involvement in a campaign.
- Select the attribute you wish to spread your send by.
- Click 'Save' to confirm audience setup.
3. Include everyone in the organization.
- Select 'Everyone' from the 'Target audience' dropdown.
- Select the attribute you wish to spread your send by.
- Click 'Save' to confirm audience setup.
⚠️ Sending to everyone in the organization is potentially a large number of participants. Please ensure that the campaign is designed for this option.
Additionally, you might want to spread the conversation send over multiple days to give the responders the time to reply to feedback.
4. Upload a CSV file with a list of specific people.
Here is a sample CSV audience file to use as a starting point.
The CSV file must have the unique people data identifier that is used in Joyous (e.g. email, employee ID, mobile number, etc). Make sure that this unique identifier column has a header name.
- Select 'CSV audience' option and click 'Upload CSV'.
- Choose a file and click 'Continue'.
- In the 'Column to match' input field, choose the 'unique identifier' column name from the CSV file. Based on the identifier, Joyous will check if the specified audience exist in the organization.
- The count of participants that are not in Joyous is displayed below the
'Column to match' input field. - You can download the list of participants that are not in Joyous by selecting the 'See who is missing in Joyous' link.
- The count of participants that are not in Joyous is displayed below the
- Click 'Continue' to confirm.
- To remove the CSV audience file, click the 'Remove' (🗑️) icon. 'Upload CSV' will re-enable.
- Click 'Save' to confirm audience setup.