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Adding an Audience to an Update
Adding an Audience to an Update

This article describes how to add an audience to a new update.

Matthew Attou avatar
Written by Matthew Attou
Updated over 3 weeks ago

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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