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How to add new users to an existing Campaign and ensure new joiners are automatically targeted
Updating Targets is a straightforward process that allows you to manage the audience within a published Campaign. Once a Campaign is live, you have the flexibility to access and modify the Target list at any point, ensuring that the right users are always included.
SCIM Users
For customers who use SCIM (System for Cross-domain Identity Management), the interface will present the option to manage targets in a specific way, as shown below:
To include new joiners in the Campaign, you simply need to click on Edit Targets, which allows you to select the relevant users from the list provided.
After selecting the new users you wish to add, proceed by clicking Update Targets. This action will update the target list, and you will be prompted to confirm the new total number of users who are now targeted by the Campaign.
To streamline this process and ensure that any new joiners are automatically included when they are added to the platform, it is highly recommended to utilise SCIM groups.
When content is targeted through SCIM groups, any new user added to that group will automatically be assigned as a target for the associated content. This means there is no need for manual updates each time a new user joins.
This approach significantly reduces administrative effort, making the enrolment process more efficient. It is particularly beneficial for mandatory content that new users are required to complete upon joining the organisation.
Email/Federated Users
For users authenticated via email or federated login, adding new joiners to a Campaign is also straightforward. You can search for their names within the Target Search area or choose them directly from the available list.
Once you have selected all the new users to be included, click on Update Targets. You will then be asked to confirm the updated total number of targeted users to finalise the process.
To automate the targeting of new joiners within a Campaign, it is advisable to make use of User Groups. When a new user is added to a User Group that has been assigned specific content, such as a Campaign, they will automatically be targeted with that content without requiring manual intervention.will automatically receive a target for this content without requiring an admin to manually update the target list.