Cal State Training Resources

How to Create an Audience

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This article covers how to create an audience.

  • Audiences group users together based on rules and rule sets
  • Organizations, Jobs, and other user attributes can be leveraged for audiences
  • Audiences use the naming convention AUDI as part of their audience code
  • CSU's best practice is to use audiences as the criteria for assignments (Management > Audiences within the Learning Activity)
  • Use audiences to make learning content available to the right people (Registration > Audiences within the Learning Activity)

If you are interested in learning more about the different rule sets available, please refer to the Audience and Rule Set Definitions documentation

Creating Audiences

Step 1: Go to Administration > Quick Links > Audiences. 

Green step 1 is to select Administration. Green step two is to select Quick Links. Green step three is to select Audiences.

Step 2: Click on New to create a new audience.

There is a green box over the New icon.

Step 3: Fill out the required fields.

  • Name: Audience name. You can add the training assignment name if this audience is going to be assigned to a course.
  • Code: Audience codes are used to keep the campus and similar audiences grouped together with the same naming convention. Refer to Audience Codes for audience code specifications.
  • Primary Domain: Your campus domain name.
  • Description: Add a description (purpose) of your audience so you (and others) know what it is being used for.
The required fields are the audience name, code, and primary domain.

How to Add a Rule

Step 1: To add a rule, select the radio button and click on the side arrow next to Add Rule. 

Green step one is to select the radio button. Green step two is to select Add Rule.

Step 2: Click on the Rule dropdown to add the ruleBelow are common rules:

When creating rules, it is required to add "User is member of domain" first. This is done because if this audience is assigned to a course, it will only be assigned to your campus employees.

There are different rules to choose from.
Rule Description 

User is member of domain...

Allows you to pull your campus domain for training assignments.

User's organization is...

Allows you to add a department name, assignment group, or affiliation group.

User's is...

Allows you to add users manually to the audience.

User's primary/secondary job is...

Allows you to add the employee's job codes.

User's start date is...

Allows to capture employees after their employment start date.

Step 3: After you select the rule, click on Add to complete the rule.

There is a green box showing the location of the Add button.

Step 4: Select your campus under the list of domains and click OK.

Green highlight box showing how to add a domain and click on the Ok button.

Step 5: Once the rule is set-up, click on OK. 

There is a green box showing the location of the OK button.

Step 6: You can click on arrow next to Add Rule, to add another rule to this audience. Repeat Steps 4-8.

There is a green box showing the location of Add Rule.

Step 7: You can click on New Rule Set to add OR statements. “OR” statements allow the condition to be a part of EITHER rule set to be included in the audience. Repeat Steps 4-8.

Green step one is to select New Rule Set. Green step two is to select the radio dial next to OR Rule Set.

Remember, when you start a new rule set the first rule must always be User is member of domain…and your campus name.

Step 8: Click on the Refresh button to see how many users are in the audience.

Green highlight box showing the location of the refresh button.

Step 9: Go to Users to verify how many users are in the audience.

Green highlight box showing the location for Users.

Step 10: Go to Number of users in audience to verify the number.

Green highlight box and arrow showing the location for Number of users in audience.

Step 11: Once the audience is completed, click OK. 

There is a green box showing the location of the OK button.

Audiences refresh automatically every night (around 10:00 p.m.) based on information received from our data feed that morning (around 8:00 a.m.). You can manually go into any audience to manually refresh the audience to see the updates prior to the nightly refresh.

Audience Codes

Allows users to be grouped with specific rule sets.  Use to control access to content and assignments.

ID CSU Naming Convention
AUDI DOMAINID-AUDI-XXXX

(e.g. CO-AUDI-DD)

Refer to the Learning Activity and Domain ID Codes article for more information about the Domain ID.

This concludes how to create an audience. Go to How to Edit an Audience for instructions on how to edit the rule set.

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