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Moveworks Setup - Audience Builder

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What is Audience Builder?

The audience builder configuration is how the employees that form the audience inside the employee communications tool are selected. This configuration file is essential to make sure that the right set of people receive the message at the selected date and time.

What can be achieved from this module?

Using this module you can pick the attributes like timezone, department etc. that you want to import into the employee communications tool which will allow you to filter users and select the cohort that will receive the message.

Prerequisites

  1. Ensure you have the appropriate permission to use MW setup. You can either have admin or user roles assigned in order to modify the audience builder config.
  2. Check that your user identities are being imported
  3. Ensure that your Employee Communications tool license is active

How to Setup an Audience Configuration?

Let us consider the journey for creating your audience builder configuration.

  1. Go to audience builder module in the left navigation bar under MW setup.
  2. Click on create button on top right corner.
  3. Provide the canonical name which is the actual name of the attribute in the data source (eg: employee_start_date_ts)
  4. Provide the display name which is the name that will show up on the UI (eg: Company Start Date)
  5. Select the “Filterable” check box if you want this attribute to be used to filter out employees who can receive the message
  6. Select the “Is Custom Attribute” check box if the attribute is a custom one
  7. Select the type of the attribute (eg: String, Number, Timestamp) etc.
  8. Repeat this process for all the attributes you want to use
  9. In the dropdown at the end select all the user attributes that will be included when someone chooses to download a CSV export of a selected audience from Control Center.
  10. Click on Submit

FAQ & Troubleshooting

  1. How many attributes can I create ?

    There is no limit to number of attributes that you can create.

  2. I created an attribute with wrong details, what should I do next ?

    You can always create a new attribute or edit the one that you created.

  3. Where do I find the canonical name of the attribute?

  4. Where can I find a list of available attributes to choose from?

Updated 2 months ago