Audiences are groups of people (applicants, workers, and prospects) that you will send targeted campaigns to when using Pool. In this article, you’ll learn the steps to create and manage audiences.
Before You Start
You need talent in Pool and a role that can create audiences. If you use Fountain Hire, complete the Hire connection in Pool Settings first, or Hire attributes will not be available as filters.
Create Audiences
Describe the Audience and Let Cue Build It
Tell Cue the audience you want in plain language and it will draft the filter conditions. Review and adjust them before saving. The filter builder remains available and works exactly as described below.
To create a new audience, follow the steps below:
Click Pool in the left side panel and then Talent.
Click + Add condition above the talent table.
Select your criteria for the audience. The table updates as you go, so you can see who matches before you commit.
To add additional conditions, click the + button. Each additional condition narrows the result. Example: people who are a 60% position match AND live in San Diego.
To broaden rather than narrow the result, open the ... menu at the right of the filter row and choose Add new group. Talent matching either group are returned. Example: people who are a 60% position match OR people who live in Chicago. The same menu offers Clear this group and Reset filters.
Review the top tiles to identify how many matching contacts are workers, applicants, or prospects.
When the filtered view is worth keeping, save it as an audience and give it a name. Until you save, nothing is created, and an unsaved filter does not add to your audience list.
Example criteria for a Pool Audience to filter for:
What you want | Condition to use |
People who fit a new job Opening | MATCH SCORE › Opening |
People who fit a position generally | MATCH SCORE › Position |
Applicants from the last year | APPLICATION HISTORY › Last Application Date |
Applicants who applied recently, kept current automatically | APPLICATION HISTORY › Last Application Date, with the operator set to within the last |
Applicants who reached a decision | APPLICATION HISTORY › Current application stage, choosing from the TERMINAL group — Approved, Rejected, or On Hold |
Former workers with a particular job, brand, or location | EMPLOYMENT HISTORY › the worker attribute you want |
People near a job site | PROXIMITY › Distance from |
People in a specific city, state, or zipcode | LOCATION › City, State, or Zipcode |
People with a specific credential or screening answer | ATTRIBUTES › the relevant data key |
Applicants sitting in a particular hiring stage | APPLICATION HISTORY › Current application stage |
People rejected for a reason that no longer applies | APPLICATION HISTORY › Application rejection reasons |
Filters Choose, Eligibility Rules Decide
An audience filter determines who matches. Talent Eligibility settings determine who can be messaged. Selecting a terminal stage puts rejected and withdrawn applicants into the audience, but a Talent Eligibility rule that excludes them still keeps them out of the recipient count. Check both when an audience is larger than the campaign that targets it.
A date condition can be set to a fixed range or to a window measured back from today. Choose the operator within the last, then enter a number and a unit (three months, for example). The audience is re-evaluated when it refreshes, so it keeps describing the same span of time as time passes, cycling newer talent in and older talent out.
The EMPLOYMENT HISTORY group holds the worker attributes: Worker status, Worker status sub-type, Worker start date, Worker hire date, Worker termination date, Worker job, Worker brand, Worker location, Worker location group, Worker is a rehire, Worker city, Worker state, and Worker country.
Find an Attribute in the Filter Builder
Conditions are grouped in the picker. For example:
MATCH SCORE (Opening, Position),
PROXIMITY (Distance from),
PROFILE (Name, Type, Email, Phone),
LOCATION (City, State, Zipcode)
ENGAGEMENT (Click Rate, Open Rate, Last campaign interaction, Last activity)
APPLICATION HISTORY
EMPLOYMENT HISTORY
ATTRIBUTES.
Date conditions accept a fixed range or a window measured back from today, such as the last 30 or 90 days. That window is re-evaluated when the audience refreshes, so it keeps describing the same span of time rather than the same dates.
EMPLOYMENT HISTORY and ATTRIBUTES draw on worker records as well as applicant records, so an audience can use job, brand, location, tenure, custom worker attributes, and applicant data keys.
Custom attributes appear under their data key rather than a friendly label, so an eligibility question stored as 18_or_older is listed that way. Compliance requirements use title case with a colon, such as Compliance Requirement Vehicle Registration: Status. The list is long and alphabetical, so search rather than scroll.
Hire Attributes Must Sync Before They Appear
Audience filters include attributes from both sides of Fountain. Applicant attributes are collected during the Fountain Hire application process — data collection question answers, certifications, event attendance — and worker attributes come from worker records, covering job, brand, location, tenure, and any custom worker attributes your account defines.
To ensure applicant attributes are available as filter options, use Sync from Hire in Settings > Worker Attributes in your account. An attribute that has not synced is not a usable filter and may not appear in the picker at all.
If someone currently in the audience group no longer matches the audience criteria, they will be automatically removed from the audience. For example, if an applicant moves out of the city that the audience filter targets, they will be removed from the audience automatically.
Attribute in multiple sources
When a talent contact has the same attribute recorded from multiple sources (for example, both a worker record and an applicant record), Pool uses the most recently updated value for filtering and campaign personalization.
Manage Audiences
To manage existing audiences, follow the steps below:
Click Pool in the left side panel and then Audiences.
Use the All, Active Campaigns, and Archived tabs to narrow the list, or Search audiences to find one by name.
Use Filters and Columns to change what the table shows. The default columns are Name, Talent, Active Campaigns, Created At, Last Updated, Open Rate, and Click Rate.
Click the ... button to the right of an audience name to act on it.
Messaging compliance
When sending campaigns, make sure your messaging follows your organization’s consent and opt-out requirements and any applicable laws/regulations. Only contact talent who is eligible to receive the message through the channel you’re using.
View Audience Detail
Click an audience name to open its detail page, which gives you context about who is in the audience and how it is being used. Below the audience name you will see when it was last updated, who by, and the filter conditions written out as a sentence.
The detail page includes:
Entrance & Exit flow — How many talent contacts have entered and exited the audience, meaning how many have started or stopped matching its filters. Use the period selector at the top right to change the time span.
Members — The people currently in the audience. This tab carries its own filter row, Columns control, and Search members field.
Campaigns — Campaigns targeting this audience, with the status, recipient count, and last updated date for each. A count on the tab shows how many there are.
To send a campaign to this audience, click Send campaign at the top right and choose Email campaign or SMS campaign.
Editing an In-Use Audience Affects Active Campaigns
If you edit the filters of an audience that one or more active campaigns are using, Pool warns you before you continue. Changing the criteria can significantly change who is in the audience, which changes who those campaigns reach. Review the listed campaigns before saving.