Adding an audience to your Update is an optional, but useful way to reach a more targeted audience.
Step-by-Step Instructions:
Audience option can be found by going to the communications section and clicking into the portal update section tab.
You will be presented with two options:
Option 1. When creating a portal update the system will default to All Portal Users. This will publish the update to all contacts in your contacts that have a registered investor account.
Option 2. The Select Audience option allows you to select a specific filter to publish a portal update to the selected group.
The Select Audience field uses existing Contact filters, as well as User-created Filters. You must have at least one contact filter defined to send an Update. Click here to learn more about how to create a User-Created Filters.
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