Toolbar

The following options are available within the Audience Designer toolbar:

      New: creates a new, empty audience within the workspace.

      Open an existing Audience: allows you to retrieve an existing audience from storage within the RPI file system and display it for viewing or editing within the workspace.

      Save the current Audience: saves changes made to an audience that has been saved previously.

      Save the current Audience as...: allows you to navigate to an RPI file system folder and save an audience.

      Save the current Audience as a Template: clicking this button, which is only shown when a non-template audience is shown, allows you to save the current audience as a template.  For more information on audience templates, please see Audience Templates.

      Remove selected blocks and/or connections: removes the currently-selected blocks and/or connections from the workspace.

      Properties: allows you to toggle the display of the audience properties panel on and off.

      Embedded Audience: this toggle button allows you to define that the audience can only be used when embedded in another audience as an audience block.  Please see Embedded-only Audiences for further information.

      Show Audience-level Metadata: displays a summary of metadata values assigned at the audience level in a dialog.  Please see Configuring Audience Metadata for further information.

      Show Audience Placeholders: clicking this button displays the [Audience Name] - Attribute Placeholders dialog.  Full details of the Attribute Placeholders dialog can be found in the Framework documentation.

You can use the dialog to provide values for any placeholder attributes used in standard or basic selection rules at the audience's filters, suppressions, split and cell list blocks.  Note that any test placeholder values provided in the Rule Designer at standard selection rules are ignored and are not presented as default values.

      Show the Segment Summary for this Audience: displays a dialog, allowing you to view the metadata assigned to the audience’s segments.  Please see Segment Summary for further information.

      View Insights for this Audience: displays the Insights Window, allowing you to view results pertaining to any audience instances, as well as insights gleaned from viewing a configurable dashboard.  For more information, please see the Insights Window section elsewhere in this documentation.

      Snapshot: allows you to create an audience snapshot based on the audience.  Please see Creating an Audience Snapshot for further information.

      Tests: facilitates the creation of an audience instance to allow you to test the execution of your audience.  Also provides access to previously-executed test instances.  Please see Testing an Audience for further information.

      Send Emails: this button is displayed if training aids are configured to be shown within the RPI client.  If clicked when the current Audience Designer contains unsaved changes, or when the audience therein is invalid, a warning message is displayed.  Clicking the button at a valid, saved audience displays the Send Emails training aid.  Full details of the Send Emails training aid can be found in the Training Aids documentation.

      Copy image to Clipboard: This option is available when at least one block is present in the workspace.  Clicking it copies the contents of the workspace to the clipboard (even if its full contents are not currently visible).

      Version number

      Follow/Unfollow File: please see the RPI Framework documentation.

      File options: please see the RPI Framework documentation.

      File Metadata: please see the RPI Framework documentation.

      Linked Page options: please see the RPI Framework documentation.