Employee Hub - Recipient selection methods
Updated
by
Daniel Sjögren
When selecting the intended audience for your resource, you can choose your preferred recipient selection method. This article will go over your options.
- Click on the Audience or Recipients field in your resource. This will open the Audience splash page. Here you can choose shortcuts to Send to all stores, or a recently-used saved audience.
- To open the method selector, click Create New
The following selection methods are available:
By Store
This mode operates like By Group Type, but with a streamlined step: it automatically chooses the {tasking group} group type, taking you straight to the hierarchy for group selection. For example, it will allow you to select different stores spread out over various regions in your organization.
Specific People
This method allows you to search through your organization for specific individuals and add only those individuals to your audience. You can also use the Location Picker and filter by role type to find your desired recipients.
By role type
This method allows you to select recipients by role type and then pick a group within your organization. This will select all roles of the desired type, located within and beneath your chosen level in the organization, as recipients. For example, it will allow you to select all managers within one or more specific regions.
Specific groups
This method allows you to search through your organization for specific groups and add only those groups to your audience. For example, this could be certain stores belonging to a district.
By group type
This method allows you to select all groups of the desired type, located within and beneath your chosen level in the organization, as recipients. For example, it will allow you to select all region groups within your organization.
Add from saved audiences
This mode allows you to add recipients from existing saved audiences. It adds the recipients without adding associated settings, which means your current settings for your audience are retained. For example, you could have a saved audience for all your flagship stores. By using this option, it will allow you to select that specific subset of recipients.
