Learn how to easily target content to the right audience using the List Selector.
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Introduction
The List Selector is a tool that helps you publish any information to a target audience made up of specific Individuals, Groups and/or Intersections within your organization. An Intersection is a combination of specific Locations, Org Units, and/or Employee Types (Custom Filter) that you can target to.
The List Selector automatically appears whenever you can target content across the platform.
The importance of targeting
Key to an engaging employee platform is ensuring that the right content is targeted at the right audience, rather than 'spamming' everything to everybody. This keeps things relevant to each person and minimizes information clutter and noise. Even if your organization is transparent to the extreme, targeting is best because it helps people focus on the content that matters to them.
Using the List Selector
Search-and-add
At the top of the List Selector you can type in the field provided to search for and add the following to your target audience:
- Individuals
- Teams
- Locations
- Employee Types
- Org Units
In the example below, the List Selector has been used to add Individuals (Vince, Brent, and Deborah) as well as a Team (Marketing).
Intersections
If you need to target a very specific group of people, you can click the blue Add an Intersection link to create an Intersection by selecting components from the Locations, Org Units and Employee Types filters.
In the example below, the selected components are:
- people in British Columbia (BC)
- who are Contract Employees
- in Operations
Combined, they create an Intersection that adds 6 people to the target audience.
No matter which method you use, the target audience you create will be dynamic. Meaning, if you have included the Marketing Team in your target audience, then if anyone joins or leaves Marketing, they will accordingly gain or lose access to that target content—automatically.
Once you target your content using List Selector, you never have to worry about updating users' permissions as they join or leave a component included in your target audience.
Learn about more features of the List Selector here.
Primary filters
The three primary filters that are used to make an Intersection are key to quickly targeting information to the right people throughout the Jostle platform:
- Locations: You can set the Official Locations for your organization using a building/city/state/country hierarchy, which helps provide a variety of multi-location publishing options. Learn more about the Locations filter.
- Org Units: Are defined by the structures created in Teams view and usually represent an organization’s departments. They are also dynamic, so if someone joins an Org Unit they will immediately get access to all content that has been previously published to that Org Unit. Learn more about Org Units.
- Employee Type/Custom Filter: Employee Type is the default name for the Custom Filter, but it can be assigned any categories that you would like to target your organization’s content to. For example: Contract, Full Time, Part Time or Customer-Facing, Back-end, Administration or On-site, Remote. Learn more about the Custom Filter .
List Presets
When using the List Selector, System Administrators also have the option to name and save their frequently-used lists for future use. These lists can then be accessed in the "Visible to" section by anyone using List Selector. Learn more about List Presets.
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