Create & Manage Pool Audiences

Learn the steps to create and manage audiences in Pool.

Updated this week

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

7. +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.

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.

Manage 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.

Messaging compliance
When sending campaigns, make sure your messaging follows your organization’s consent and opt-out requirements and any applicable laws/regulations. Only contact talent who is eligible to receive the message through the channel you’re using.

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.