Choosing Your Audience
Step 2 of the wizard is Audience: who receives the campaign. This article covers the three ways to choose recipients.
Select a target audience
Under Select Target Audience, pick one of three methods:
- Select Learners: filter and choose learners manually.
- Select a segment: use a saved, pre-filtered group.
- Upload CSV: upload a sheet of learners.
A running learner count shows how many recipients your choice covers.
Select Learners
- Click Select Learners to open the picker.
- Choose either:
- Select all learners of this branch (the count is shown), or
- Select learners manually: search by name or email, filter by course, batch, and date, and tick the learners you want in the table.
- Confirm with Select Learners.
You must select at least one learner to continue.
Select a segment
- Choose Select a segment.
- Pick a segment from the dropdown. Each option shows the segment name and its learner count, and selecting it sets your recipient count.
Segments are reusable, pre-filtered audiences (for example, "Active learners who haven't purchased"). If you send to the same group often, build a segment once and reuse it across campaigns.
Upload CSV
- Choose Upload CSV.
- Download Sample File to get the correct format.
- Fill it in and upload the
.csv.
The CSV must contain only learners already registered on the platform. Unregistered entries will not receive the campaign.
Continue
Once your audience is set (and the count looks right), click Save and Continue to move to Build and Test.
What's next
Continue to Building & Testing Content.