How to target content hub videos and documents to your visitors

How to apply targeting in the content hub

You can personalize your visitors' experience in the content hub by using targeting to manage who can see specific videos and documents.

This is done by applying visibility rules to any individual video or document, based on the user metadata present in the hub (more information on managing the user metadata in the content hub). The users (or visitors) who match the applied rules (targeting) will be able to see and access the video or document.

Targeting can be configured using the folowing types of metadata:
boolean / choice / choice-list /  email / hidden / number / text / formatted-datetime / display-only

Targeting is applied at the individual video or document level:

1. Go to the Content > Videos and documents section.
2. Select the video or document to which you want to apply the targeting.
3. Open the Targeting section:
   
4. Create the rules for the targeting, by clicking on Add rule and filling in the fields for Visible to and/or Hidden to based on your needs. 
   In the below example, the targeting will make this video only visible to visitors who have "Doctor" as their Position in their user profile:
   
5. Remember to click on Save for the targeting to be applied.

Tips:
- Multiple rules can be combined to reach very specific segments of your audience. For more information on combining rules and using exceptions in the rules, read the How to configure targeting article.
- As you create rules, you can click on the Show affected participants button to see the number of and the full list of participants that are affected by the targeting rules.

Notes:
- A video or document will not be visible or accessible in any way to a visitor who is targeted as “Hidden to”.
- If there is a category on the "Highlights" page, that only contains videos and or documents that the visitor is not targeted to see, then the visitor will not be able to see the category at all.
-The targeting can be applied to the following user metatada types: Boolean / Choice / Choice-list / Email / Hidden / Number / Text / Formatted-datetime

How can I verify that my targeting is applied properly?

As you add your targeting rules to the content in your hub, you can at any time access the content hub as if you were one of your visitors, and see exactly what that visitor would see in the hub.

This is a very effective way for you to test and ensure that your targeting is applied properly for a given user.

To access the web app on behalf of a specific visitor (user) and verify what content that visitor can see in the hub, go to the Users section in the content hub in Backstage, and select the user that you want to check the targeting for.

Here you will see a button called Access web app as Name of visitor:

Clicking this button will display the following options:

Here you can:

• Click the button Log in as Name of visitor in order to open a new tab in your browser that displays the content hub, and see exactly what the visitor can see in the hub.
• Copy a link that you can enter into your browser, in order to display the content hub and see exactly what the visitor can see in the hub.

Please keep in mind that any actions you perform in the hub while logged in as a visitor (watch a video, download a document, clap, etc.) will be recorded as performed by that visitor in the content hub activity reports.