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.
Creating Audiences
To create a new audience, follow the steps below:
Click Pool in the left side panel and then Talent.
Click Create audience in the top right corner.
Click Add condition group (OR).
Click +Add filter.
Select your criteria for the audience.
Examples:
You want to find people who are a good match for a new job Opening you’re hiring for. Choose Position Match in the first dropdown, and then decide the percentage match in the next dropdown, either 60%, 70%, 80%, or 90%. Finally, select the Opening. Important note: The Pool Settings page sets the "default" match threshold for the account. That default will display here.
You want to send a campaign to previous applicants who have applied in the last year. Choose Last Application Date in the first dropdown, then after in the next dropdown, and finally a date one year ago from today.
You want to find people who are located close to a job site you are hiring for. Choose City in the first dropdown, is exactly in the next dropdown, and then type the city name in the last field.
You want to target applicants who have a specific credential or qualification stored as a custom attribute. Choose the relevant applicant data key from the attribute picker, select the appropriate operator, and enter the value.
Applicant data keys, which are custom attributes collected during the Fountain Hire application process, are available alongside worker and prospect attributes in a unified picker.You want to re-engage applicants who are currently in a specific hiring stage, such as a custom on-hold stage. Choose Current Application Stage in the first dropdown, then select the stage you want to target. This returns talent whose current Hire application is in that stage.
To add additional conditions, click the +ADD or Add condition group (OR) buttons.
+ADD will be in addition to the first condition. Example: people who are a 60% position match AND live in Chicago.
OR will pull in talent from either condition. Example: people who are a 60% position match OR people who live in Chicago.
Click the Preview button. All applicants, workers, and/or prospects in this audience will be visible in the results list. Review the top tiles to identify how many are workers, applicants, or prospects.
To save this audience, click the Save button towards the top right.
To change it before saving, click the Edit button. To start over, click the Clear button.
If saving, you’ll be prompted to name the audience. Then click Submit.
If new applicants, workers, or prospects are added to your talent pool that match the audience filter, they will automatically be added to the audience.
Conversely, 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.
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.
Audience filters include attributes collected from applicants during the Fountain Hire application process, such as data collection question answers, certifications, and event attendance. To ensure applicant attributes are available as filter options, use Sync from Hire in Settings > Worker Attributes in your account.
Managing Audiences
To manage existing audiences, follow the steps below:
Click Pool in the left side panel and then Audiences.
Find the audience you want to edit. Use the search to help find the audience faster.
Click the 3 dot button to the right of an audience name.
You can then rename, duplicate, or delete the audience group.
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. The detail page includes:
Entrance & Exit — How many talent contacts have entered and exited the audience since it was created, meaning how many have started or stopped matching its filters. You can adjust the time span to view this over a past period.
Members — The people currently in the audience.
Campaigns — Any active or past campaigns targeting this audience.
The audience definition (its filters) is shown here as well, and you can edit it from this page.
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.