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Using the List Selector to target content in Jostle

Learn how to easily target content to the right audience using the List Selector.

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Introduction

The List Selector is a component that helps you publish any content 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 to search for and add the following to your target audience:

  • Individuals
  • Teams
  • Locations
  • Employee Types (Custom Filter Categories)
  • Org Units

For example, the List Selector has been used to add Individuals (Brianna, Elliot, and Maya) as well as a Team (Marketing).

Intersections

If you need to target a very specific group of people, you can click Add an Intersection to create an audience by selecting components from the Locations, Org Units and Employee Types filters.

For example, you could create an Intersection comprising:

  • 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 your target audience when employees join or leave.

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 org structures (Charts) 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.
  • Custom Filter: Employee Type is the default name for the Custom Filter, but it can customized to fit your organization. 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 Admins can name and save their frequently-used lists for future use by anyone publishing content. These lists can then be accessed in the "Visible to" section by anyone using List Selector. Learn more about List Presets.

Related Articles

Filters and List Selector overview

Reflect your structure, target your content

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2 Comments

  • 0
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    Danielle Thomas

    Is it possible to select multiple List Presets?  This would be super helpful as we do not use Org Units or Employee Types. Thanks!

  • 0
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    Permanently deleted user

    Hi Danielle,

    Only one List Preset can be selected at a time, as selecting any additional one just overrides the previous one. However, even if you don't use Org Units or Employee Types, you can still use a combination of a List Preset plus Individuals, Teams, and Locations to widen your target audience.

    Of course, another option would be to create a "Master" List Preset that includes everyone from the multiple List Presets you would like to use together...but that could become quite challenging to create, depending on how big your current List Presets already are.

    Cheers,

    Vince

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