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Creating & Managing Pool Audiences

Learn the steps to create and manage audiences in Pool

Updated over 3 weeks ago

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:

  1. Click Pool in the left side panel and then Talent.

  2. Click Create audience in the top right corner.

  3. Click Add condition group (OR).

  4. Click +Add filter.

  5. Select your criteria for the audience.

  6. Examples:

    1. 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.

    2. 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.

    3. 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.

  7. To add additional conditions, click the +ADD or Add condition group (OR) buttons.

    1. +ADD will be in addition to the first condition. Example: people who are a 60% position match AND live in Chicago.

    2. OR will pull in talent from either condition. Example: people who are a 60% position match OR people who live in Chicago.

  8. 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.

  9. To save this audience, click the Save button towards the top right.

  10. To change it before saving, click the Edit button. To start over, click the Clear button.

  11. 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.

Managing Audiences

To manage existing audiences, follow the steps below:

  1. Click Pool in the left side panel and then Audiences.

  2. Find the audience you want to edit. Use the search to help find the audience faster.

  3. Click the 3 dot button to the right of an audience name.

  4. You can then rename, duplicate, or delete the audience group.

Related Articles

⬅️ Previous article: Pool Setup, Settings, & Jobs Page

➡️ Next article: Creating & Managing Pool Campaigns

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