Sharepoint 2013 Audience Targeting

SharePoint 2013 introduces a powerful feature to deliver personalized content to users based on their roles and attributes. This functionality, known as audience targeting, allows administrators to control which content is displayed to specific groups within an organization. By configuring audience targeting, companies can ensure that the right people see the right content at the right time, improving overall user experience and content relevance.
Audience targeting is integrated with SharePoint lists, libraries, and web parts, enabling tailored content delivery. Administrators can define audiences based on various factors such as job titles, departments, or locations. The feature works by associating content with targeted groups, so only users within the specified audiences will see that content. This creates a more dynamic and engaging experience for users, as they are presented with content specific to their needs.
Audience targeting can significantly improve user engagement and content relevance by limiting access to non-essential information for specific user groups.
- Improved content relevance
- Increased user engagement
- Enhanced administrative control over content delivery
The configuration process involves selecting the appropriate audience for each content piece and ensuring that the correct SharePoint groups or individual users are targeted. Audiences are defined through the SharePoint central administration interface, where administrators can select from pre-existing groups or create custom ones. Once the audiences are set up, administrators can apply targeting settings to web parts, list items, and documents to ensure proper content distribution.
- Define audience groups based on organizational structure or user attributes.
- Associate content with specific audiences for targeted delivery.
- Apply audience targeting settings to SharePoint web parts and libraries.
Table 1 summarizes the different components involved in configuring audience targeting in SharePoint 2013:
Component | Description |
---|---|
Audience | A set of users defined by specific criteria such as department, role, or location. |
Targeted Content | Content that is assigned to specific audiences for personalized delivery. |
Web Parts | Interactive elements on SharePoint pages where audience targeting can be applied. |
Optimizing Content Delivery with Audience Targeting in SharePoint 2013
SharePoint 2013's audience targeting feature allows administrators to customize content visibility based on user attributes, improving the relevance of information presented to users. By leveraging this functionality, organizations can provide personalized experiences that ensure employees or site visitors receive only the content that is most pertinent to them. This is particularly useful in large enterprises where the diversity of roles and responsibilities can make universal content delivery inefficient.
Implementing audience targeting requires careful planning and setup. First, it's essential to define specific audiences based on user properties such as department, role, or location. Once the audiences are configured, you can target specific content, whether it's web parts, lists, or other components, to match the needs of those groups.
Setting Up Audience Targeting in SharePoint 2013
The following steps outline the process for setting up and using audience targeting effectively:
- Enable Audience Targeting: Ensure that audience targeting is enabled at the site collection level. Navigate to Site Settings > Site Collection Features and activate the "Audience Targeting" feature.
- Define Audiences: Create audiences based on user profile attributes. Go to Central Administration > Manage Service Applications > User Profile Service Application, and configure audience groups.
- Target Content: Once audiences are defined, use the web part settings to assign content to specific groups. For example, set up a news web part to show different articles to HR, Finance, or IT departments.
Practical Examples of Audience Targeting
Here are some use cases that demonstrate the benefits of using audience targeting:
- Department-Specific Content: Use audience targeting to display content relevant to a user's department, such as internal policies, tools, or resources.
- Regional Customization: Different geographic locations may require distinct content, such as local news, regional announcements, or specific legal guidelines.
- Role-Based Information: Display content based on the user's role within the company. For example, only managers could see certain leadership development resources.
Important Considerations
While audience targeting can significantly enhance the user experience, there are a few things to keep in mind:
Performance Impact: Overuse of audience targeting can impact page load times if not implemented carefully. It's recommended to limit the number of targeted content elements on a single page.
Factor | Impact |
---|---|
Content Granularity | Too many small content elements targeted individually can slow down page rendering. |
Audience Size | Very large audiences may require more complex configuration to ensure the system runs smoothly. |
How to Configure Audience Targeting in SharePoint 2013
Audience targeting is a powerful feature in SharePoint 2013 that allows administrators to display content to specific groups of users based on their characteristics or roles. To successfully set up audience targeting, several configuration steps must be followed to ensure that content is shown to the right users in the right context.
Before beginning, ensure that audience targeting is enabled in your SharePoint environment. This can be done through the SharePoint Central Administration or site collection settings. Once the feature is enabled, you can configure it for lists, libraries, and web parts to target specific audiences effectively.
Steps for Configuring Audience Targeting
- Enable Audience Targeting at the Site Collection Level:
- Go to the Site Collection Administration.
- Select "Site collection features" and activate "Audience targeting feature".
- Define Audience Groups:
- Navigate to "People and Groups" in the Site Settings.
- Create custom audiences based on user properties such as department or role.
- Configure Targeted Content:
- Edit the settings of your list, library, or web part.
- Under the Audience Targeting settings, enable the feature and select the specific audience(s) for the content.
Important: Audience targeting can be applied to various elements, including documents, links, or announcements. Make sure that permissions and access levels align with your targeting rules.
Audience Targeting in Web Parts
To implement audience targeting in web parts, follow these steps:
- Go to the web part's settings and enable the "Audience targeting" feature.
- Choose the appropriate audience groups that will see the content in the web part.
- Save the changes and test the configuration by logging in as users from different audience groups to verify visibility.
Summary
Action | Details |
---|---|
Enable Audience Targeting | Activate audience targeting feature from Site Collection settings. |
Define Audiences | Create custom audiences in the "People and Groups" section. |
Apply to Content | Enable the feature for specific lists, libraries, and web parts. |
Configuring Targeted Content for Different User Groups
In SharePoint 2013, customizing content delivery for specific user groups is a powerful way to ensure relevant information reaches the right audience. By leveraging audience targeting features, organizations can provide personalized content that enhances user experience and increases engagement. This process involves setting up specific groups and associating content to be displayed based on group membership.
To effectively configure targeted content, the first step is identifying the audience groups within the SharePoint environment. These groups can be based on attributes like department, location, job role, or any other relevant criteria. Once the audience groups are established, the next step is associating the content with those groups through targeted settings.
Steps for Configuring Audience Targeting
- Create Audience Groups: Define and organize groups based on criteria relevant to your organization.
- Enable Audience Targeting: Activate audience targeting at both the site and web part levels.
- Assign Content to Audiences: Link specific content items to the appropriate audience groups.
- Test and Adjust: Regularly monitor the audience targeting settings and adjust content assignments as needed.
Note: Ensure that user profiles are properly synchronized and up-to-date for effective audience targeting.
Audience Targeting Configuration Example
Audience Group | Targeted Content | Content Type |
---|---|---|
HR Department | Employee Benefits Guide | Document Library |
Sales Team | Quarterly Sales Report | Report |
IT Support | System Maintenance Alerts | Newsfeed |
Managing User Profiles for Accurate Audience Targeting
In SharePoint 2013, effective audience targeting relies heavily on precise and up-to-date user profile data. By maintaining accurate user profiles, organizations can ensure that content is served to the right groups based on specific attributes and preferences. A user profile contains various details such as job title, department, and location, all of which are crucial for tailoring content to specific audiences. Without proper management of these profiles, the relevance of content delivery could significantly diminish.
The key to leveraging audience targeting effectively lies in managing and updating these profiles regularly. SharePoint 2013 provides an integrated platform to handle user information, which can be linked to active directory or other sources. By using these profiles, admins can segment users into relevant groups, allowing targeted content to be delivered precisely to those who need it.
User Profile Management Techniques
- Synchronization with Active Directory: Ensure that user profiles are automatically synchronized with Active Directory to keep the information current and accurate.
- Custom Profile Properties: Create custom properties that align with the specific needs of your organization, such as skills, certifications, or regions.
- Profile Import/Export: Use the import and export tools to streamline large-scale updates and manage user profiles efficiently.
Best Practices for Effective Audience Targeting
- Data Accuracy: Regularly update user profile data to maintain the relevance of audience targeting.
- Consistent Metadata: Align profile properties with consistent metadata standards to ensure efficient classification and audience segmentation.
- Monitor Profile Changes: Track changes to user profiles to ensure that updates are reflected promptly in audience-targeted content.
Tip: Regularly review audience targeting configurations to ensure they are aligned with any organizational changes or shifts in team structures.
Example of Profile Data Structure
Profile Field | Data Type |
---|---|
Job Title | Text |
Department | Choice (Sales, Marketing, HR, IT) |
Location | Text |
Skills | Text (Comma Separated) |
Leveraging Audience Targeting for Personalized Web Parts
Audience targeting allows organizations to tailor SharePoint content to specific groups, enhancing user experience and engagement. By using this feature, administrators can display web parts based on the user's role, department, location, or other criteria. This ensures that employees only see content relevant to them, improving efficiency and user satisfaction.
When applied to web parts, audience targeting can significantly improve how content is consumed by ensuring that only the appropriate information is displayed. SharePoint provides flexible options for configuring these settings at the web part level, making it easy to personalize the content for different groups of users.
Configuring Audience Targeting for Web Parts
To configure audience targeting for web parts in SharePoint 2013, follow these steps:
- Enable audience targeting at the site collection level.
- Ensure the audience groups are already created in the User Profile Service.
- For each web part, open the web part properties and enable the "Audience Targeting" option.
- Define which audiences will see specific web parts based on their profiles.
This process helps deliver personalized content and ensures users only interact with the information that is most relevant to their tasks and responsibilities.
Important: Audience targeting can be applied to list views, content, or web parts such as news feeds, navigation links, and custom solutions.
Benefits of Audience Targeting for Web Parts
Benefit | Description |
---|---|
Improved User Engagement | By displaying only relevant content, users are more likely to engage with the material, reducing content overload. |
Increased Productivity | Audience targeting ensures that users quickly access the information that is vital to their work, reducing time spent searching for relevant data. |
Enhanced Personalization | Tailoring content to the individual’s role or preferences leads to a more personalized and satisfying user experience. |
By effectively utilizing audience targeting, organizations can create a more dynamic and tailored SharePoint environment, helping users focus on the most important information without distractions.
Creating Custom Audience Groups in SharePoint 2013
In SharePoint 2013, custom audience groups provide a powerful way to tailor content for specific users. By creating personalized groups, you ensure that only relevant content is shown to different segments of your organization. This feature allows for a targeted experience, enhancing both collaboration and information delivery.
Audience targeting can be set up at different levels, such as within web parts, libraries, or lists. Once configured, content is dynamically displayed based on the user's membership in a particular group, improving the overall user experience. Custom audiences are particularly useful for large organizations where different departments or teams require distinct content views.
Steps for Creating Custom Audience Groups
- Go to the SharePoint Central Administration site.
- Navigate to Manage Service Applications and select Audience Targeting.
- Create a new Audience by defining the audience's name and criteria.
- Choose attributes like job title, department, or location to filter the users.
- Click OK to finalize the creation of the custom audience group.
Audience Group Configuration Options
After creating the audience, you can configure it further by targeting specific SharePoint content, such as web parts or document libraries. This allows for fine-tuned control over what is visible to each group.
Option | Description |
---|---|
Audience Membership | Define the membership rules based on user profile attributes. |
Targeted Content | Select which content will be shown to the specified audience group. |
Scope | Limit the scope of targeting to specific site collections or sites. |
Note: Audience targeting is only effective if users have accurate and up-to-date profile information in the User Profile Service Application.
Optimizing Content Delivery with Audience-Based Permissions
In SharePoint 2013, using audience-targeted permissions allows for personalized and relevant content delivery to specific user groups. This feature improves user experience by ensuring that the right content reaches the right audience based on predefined criteria. Audience-based permissions are particularly useful in large organizations where diverse teams require different access levels to content. It ensures that sensitive information is only visible to those who need it, while providing broad access to general content for others.
By leveraging audience-targeted permissions, SharePoint administrators can tailor content visibility efficiently, thus optimizing content management workflows. This reduces content clutter and prevents users from being overwhelmed by irrelevant information. With audience targeting, content becomes more streamlined and impactful, improving overall user engagement.
Key Benefits of Audience-Based Content Delivery
- Enhanced Security: Sensitive information is securely distributed to the right individuals or groups, reducing the risk of unauthorized access.
- Increased Relevance: Content is personalized for specific groups, ensuring that users only see what’s pertinent to their roles or interests.
- Streamlined User Experience: Users can find relevant content faster, improving productivity and reducing time spent searching for information.
Audience targeting allows businesses to deliver tailored content at scale, ensuring that each user group receives only the information that is valuable and necessary for their tasks.
How Audience-Based Permissions Work
- Create Audience Groups: Identify groups based on user attributes such as department, role, or location.
- Assign Content: Tag content to specific audience groups, ensuring that only the designated audience can access it.
- Review Access Permissions: Use SharePoint’s permission settings to refine content visibility and limit access based on audience group memberships.
Example of Audience-Based Content Targeting
Audience Group | Content |
---|---|
HR Department | Employee Policies, Training Documents |
Marketing Team | Campaign Plans, Customer Research |
Executive Team | Confidential Reports, Strategic Plans |
Integrating Audience Targeting with SharePoint Navigation
Incorporating audience targeting into SharePoint's navigation structure allows for a more personalized user experience. By leveraging user profiles, organizations can dynamically adjust the visibility of site elements based on specific groups, enhancing content relevance and usability. This integration ensures that each user sees content that is tailored to their role, location, or other profile attributes.
Effective integration of audience targeting with SharePoint navigation requires careful configuration of web parts and menus. Administrators can set up distinct target audiences for different navigation elements, ensuring that only relevant items appear to each user. This reduces clutter and ensures that the navigation remains intuitive and user-centric.
Steps for Configuring Audience-Specific Navigation
- Identify the target audience by defining rules and properties within the user profiles.
- Configure navigation elements, such as links and menu items, to be visible only to selected audiences.
- Use SharePoint's "Audience Targeting" feature to apply these settings to web parts or navigation links.
- Test the settings with different user profiles to ensure proper visibility of targeted elements.
Important: Audience targeting works best when users' profile properties are up to date. Regularly review and update these profiles to ensure optimal targeting performance.
Benefits of Audience-Targeted Navigation
- Improved user engagement through relevant content.
- More efficient navigation with only relevant links visible.
- Enhanced content discoverability by specific user groups.
Target Audience | Navigation Item | Visibility |
---|---|---|
HR Department | Employee Benefits | Visible |
Marketing Team | Campaign Resources | Visible |
Finance Team | Budget Reports | Visible |
Common Pitfalls to Avoid When Using Audience Targeting in SharePoint 2013
Audience targeting in SharePoint 2013 offers a way to display content to specific groups based on user characteristics. However, several common mistakes can affect the effectiveness of this feature, leading to improper content distribution and potential performance issues. Understanding and avoiding these pitfalls is crucial for successfully implementing audience targeting.
Some of the challenges associated with audience targeting can arise from incorrect configuration, lack of testing, and misunderstanding of how the audience rules are applied. Let’s explore the main issues to avoid.
1. Inaccurate Audience Group Setup
One of the most frequent issues is misconfiguring audience groups. Ensure that audiences are properly defined in the User Profile Service Application. Incorrectly set attributes or missing audience definitions can lead to no content being displayed, or the wrong content being targeted to users.
Tip: Regularly audit audience groups to ensure accuracy and alignment with user profile data.
2. Failure to Test Audience Targeting
Testing is essential when setting up audience targeting. A common mistake is not verifying whether the targeted content is visible to the correct users. Always check that the targeting works as expected for different audiences before deploying changes to the live environment.
- Verify user profiles are synchronized correctly with audience groups.
- Ensure that content targeted to an audience is visible only to users who belong to that group.
- Test with different user roles and access levels to confirm targeting functionality.
3. Overcomplicating Audience Rules
Using overly complex or conflicting rules can create issues. Keep audience targeting rules simple and aligned with your business requirements. Complex rules can result in poor user experiences or difficulties in troubleshooting when issues arise.
Best Practices | Avoid |
---|---|
Define simple, clear criteria for targeting. | Using multiple conflicting criteria that confuse content display. |
Test targeting on smaller audiences before scaling. | Implementing large-scale changes without sufficient testing. |
Reminder: Always start with basic targeting rules and build complexity as necessary. Avoid creating overly intricate criteria that can hinder performance and troubleshooting.