With Audience Management, you can enhance your promotional strategy and your communication with your users.
On all plan levels, you can see who has downloaded your guide and logged into their account. You can also segment your users into groups.
You can also take advantage of a few more key tools: Invite-Only privacy option (detailed below), Push Notifications to specific users and/or groups, and Preset Schedules assigned to specific users and/or groups.
In this article, we will cover:
For assistance with inviting users, please see our Invite Your Users article.
The Users Tab
In Guidebook Builder, open the guide you are working on. From the guide dashboard, click on “Audience Management”. You will arrive at the Users tab.
The Users tab will always show who has been invited to your guide and who has downloaded it and logged into their account.
The possible status for users in this tab are:
- Created: You have added the user to the Users section but haven't sent an invite.
- Invited: You have sent this user an invitation.
- Logged In: This user has downloaded your guide and logged into their account.
- Revoked (Invite-Only): You sent this user an invitation but you have revoked their access.
- If a user has already downloaded the guide, the next time the guide refreshes, they will lose access to it.
- If a user has not downloaded the guide yet, they will not have access to it—just like any other user who is not invited.
If a user has downloaded your guide but not logged in yet, they will show as “Invited”.
Users and Guide Privacy
Public Guides and Private Guides (Passphrase-protected)
For public and passphrase-protected guides, you will simply see a list of users who have downloaded your guide and logged in.
Note: There may be users you do not specifically invite via Builder who download your guide. If these users download your guide but never log in, they will NOT appear in the Users tab. Users must log in to be visible in the Users tab.
For Invite-Only guides, only users you have invited will have access to your guide.
Change your guide's privacy to “Invite-Only” to enable this restricted access setting. (Note: Enabling this privacy setting will disable access to the web version of your guide, but your cover page will remain publicly available.)
Please set your guide’s privacy as early on as possible. Changing your guide privacy between public, passphrase, and/or invite-only repeatedly will cause confusion and a poor user experience. To learn more about the different privacy settings click here.
The Groups Tab
Segment your users into groups for targeted communication.
On the Plus plan, segment your users into groups as you identify who has already accessed your guide content and who might need additional reminders to download your guide. You can use the “Export users to CSV” option on the Users tab for a spreadsheet version of the Users list, to help with email campaigns.
On the Premium, Branded or Metered plan, take advantage of Push Notifications and/or Preset Schedules to send messages and assign sessions to your Groups, especially if numerous users need to receive the same information at once.
Creating a Group
Click on the “New” button on the Groups tab.
- Give your group a name.
- Then start typing in the name of the user(s) you would like to add to this group. Click to select each user.
- Then click “Create”.
Click on the name of the group to quickly review the status (Created/Invited/Logged in) of each group member. You can also remove a user from a group, or delete a group altogether via the Groups tab.
You can view and manage groups from the Users tab as well. Click on the group affiliation menu next to a user’s name to add, view, and/or remove group membership.
To create groups and assign users in bulk, click here.