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Audience Segments

Audience segments let you target the right people for each message. Instead of broadcasting to everyone, create segments for compliance, teams, or custom groups.


Creating Audience Segments

  1. Go to the Employee Reminders dashboard.
  2. Navigate to Audience Segments.
  3. Click Create Segment and enter a unique name (e.g., Engineering, Compliance 2025).
  4. Segment names must be unique per team.

Adding Members

Assign members to your segment by:

  • Uploading a CSV file
  • Pasting a list of emails
  • Selecting from Slack channels or groups

You can import:
- Email addresses (copy-paste or CSV)
- Slack channel names
- Slack usergroups
- IDP groups (if enabled)

The app will automatically map emails and Slack IDs to users in your workspace.


Managing Segments

  • Edit segment names and membership at any time.
  • Assign or remove members using the UI or by uploading new lists.
  • For large teams, use bulk upload or integration with your HR system.

Typical Use Cases

  • Compliance groups (e.g., Safety Training 2025)
  • Onboarding cohorts (e.g., New Hires - April 2025)
  • Departmental announcements (e.g., Customer Success)

Tip: Keep segment names descriptive and include a date for one-off campaigns to avoid accidental reuse.


Troubleshooting

  • If an email or Slack ID can’t be mapped, you’ll see a warning and can correct it or invite the user.
  • For feedback or import issues, use the in-app feedback form.
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