Audience management allows site-wide user groups to be populated manually or dynamically using unlimited combinations of rules built on supplied HR data, user completion records, and other collected user metrics. The feature also allows each group to be assigned to a limitless number of courses, programs, and certifications. Audiences are especially powerful when used with HR Import. With both features enabled, your organisation’s enrolments throughout your learning catalogue will be automatically updated based on your regular HR feed and the extensive range of business rules you define.
You can use these groups to enrol learners in particular courses, programs, and certifications. There are two types of groups:
(This video is taken from the Audiences course on the Totara Academy, where you can access more resources and learning materials - including other videos).
Set the Start date and End date.
Setting a Start date and End date only affects Dynamic audience types.
Set the Start date and End date.
If a Start date or End date is specified, audience members will not be automatically updated prior to the start date or after the end date. However, if audience rules are updated, regardless of the specified time, this will cause the membership to be updated.
Now you can add your rules to determine which learners are added and removed from the audience.
Learning will be made available immediately to new users once they've self-registered. Audience membership as well as audience-based enrolled learning (i.e. course enrolment and certification/program assignment) will occur before new users first log into the platform.
For existing users enrolments will be processed in the background when adding courses to the enrolled learning tab in audiences.
It is possible to create new learning plans for audience members. The learning plan template can be chosen and whether the template will be created as a draft or already approved. It is also possible to prevent new templates being created if the user has already got a learning plan based on the selected template.
Choose to Automatically create a new learning plan for every new user who becomes a member of this audience if new users who are dynamically added to the audience should also have a learning plan created automatically.
If the Exclude users who setting has have an existing, automatically created plan based on this template set, automatic creation of learning plans will not be available.
If a user is removed from the audience any created learning plans will remain.
Once you have setup goals on your Totara Learn site, you can then assign these to a particular audience. This means that everyone in that audience will be given the goal to achieve.
To assign a goal to an audience:
You can assign system roles to an Audience. This means that the role assigned will apply to all members of that audience in the system context i.e. across the whole site. You can read more about System roles on the Roles page.
To assign a system role to an audience:
An existing audience group can be duplicated. This allows you to use the rules and enrolled learning list to create another audience group.
When duplicating an audience note that the audience's enrolled learning, learning plans, goals and assigned roles will not be copied to the new audience.
When a site has a large number of Audiences, keywords can be entered into the Search box to search for or filter all of the available audiences including category audiences.
Audience global settings allows you to set the global alert options used for audiences.
The Totara Academy has a whole course dedicated to using Audiences in Totara Learn. Here you can learn more on how to use audiences, see best practice, and give it a go yourself.