If you use your CRM to share announcements, reminders, or special offers, showing the same message to everyone can create confusion and get ignored. With audience targeting, you can choose exactly who sees each announcement, so your messages feel more relevant and useful to the people who matter most.

📌 Why This Matters

Small business owners often need to share different messages with different groups of people. Maybe you want one offer shown only to certain locations, a reminder only for staff in a specific role, or a message that applies only to users in a certain country or time zone. This helps you keep announcements clear, avoid overwhelming everyone with unnecessary banners, and make sure the right people see the right message at the right time.

✨ What’s New

• Audience targeting: Choose specific accounts or users who should see an announcement instead of sending it to everyone.
• Advanced rule groups: Combine conditions like account, country, time zone, or user role using AND/OR logic for more precise targeting.
• CTA links in a new tab: Send people to a promotion, form, or landing page without taking them away from where they currently are in the CRM.

🛠️ How to Use It

1. Step 1: Open the announcement you want to edit and go to the audience settings.
2. Step 2: Choose whether the message should appear at a general level or only for selected accounts or users.
3. Step 3: Add filters such as account, country, time zone, or user role by selecting a field, operator, and value.
4. Step 4: Add more conditions in the same group when all rules must match, or create a new group when you want alternate match options.
5. Step 5: If your announcement includes a button, set the link to open in a new tab so people can view the offer without losing their place.

💡 Pro Tip

Use targeted announcements for time-sensitive offers or location-specific promotions so more of the right people see them and you have a better chance of turning attention into sales.