Merge pull request #8617 from MicrosoftDocs/main

Publish main to live, 09/26, 11:00 AM IST

Viva/amplify/set-up-viva-amplify.md

@@ -49,7 +49,7 @@ Campaigns require an Exchange mailbox. Users therefore need to have Exchange set
 ### Assign admin roles
 
 >[!IMPORTANT]
->Users need both SharePoint admin and Groups admin roles to be able to manage settings in the admin center for Viva Amplify.
+>Users need both SharePoint admin and Groups admin roles to be able to manage settings in the admin center for Viva Amplify. These permissions are only required for managing settings in the admin center, and are not required for users to create campaigns and publications.
 
 First, familiarize yourself with [roles in Viva Amplify.](viva-amplify-roles.md)
 

Viva/connections/use-audience-targeting-in-viva-connections.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 06/19/2023
+ms.date: 09/25/2024
 title: "Use audience targeting in Viva Connections to personalize the experience"
 ms.reviewer: 
 ms.author: evanatkin
@@ -24,99 +24,135 @@ description: "Learn how to use audience targeting in Viva Connections to persona
 
 # Use audience targeting in Viva Connections to personalize the experience
 
-Learn more about the ways audience targeting can be used to make sure the right audiences see the right content in [Viva Connections](viva-connections-overview.md). Audience targeting can be applied to the three components that make up Viva Connections – the dashboard, the Feed, and the Resources.
+Audience targeting can help you target content to specific [Microsoft 365 Groups](/microsoft-365/community/all-about-groups) within your organization so your content is seen by the right people. Audience targeting can be applied to cards on the dashboard, SharePoint news posts in the Feed, and links in the Resource section. For example, if a regional finance department has many specialized dashboard cards needed for their daily tasks, audience targeting ensures that only members of that group see the cards.
 
-You can make sure that your content is seen by the right people by using audience targeting within your Viva Connections experience, which is detailed in this article. You can also create separate Viva Connections experiences for different audiences. [Learn about the difference between audience targeting and different experiences](set-up-admin-center.md#when-to-use-a-separate-experience-vs-dashboard-card-level-targeting).
+You can also create separate Viva Connections experiences for different audiences. For more information, see the article on the [difference between audience targeting and different experiences](set-up-admin-center.md#when-to-use-a-separate-experience-vs-dashboard-card-level-targeting).
 
 > [!NOTE]
 >
-> - Audience targeting filters content but is not meant to manage permissions, access, or secure confidential content.
-> - [Microsoft Entra groups](/microsoft-365/community/all-about-groups) (including security groups, Microsoft 365 groups, and Microsoft Entra dynamic groups) are supported.
-> - While in edit-mode, the author will be able to view all content. In read-mode, the content will be filtered based on the audiences selected.  
-> - Publish (or republish) to save changes made to existing page content, page metadata, and audience targeting settings for audience targeting features to take effect.  
-> - If you've selected an audience group that you recently created or changed, it may take some time to see targeting applied for that group.
+> - Audience targeting filters content and is not a security measure. It is not meant to manage permissions, access, or secure confidential content.
+> - [Microsoft Entra Groups](/microsoft-365/community/all-about-groups) (including ecurity groups, Microsoft 365 Groups, and Microsoft Entra Dynamic Groups) are supported.
+> - The author will be able to view all content in Edit mode. In read-mode, the content will be filtered based on the audiences selected.
+> - Publish (or republish) to save changes made to existing page content, page metadata, and audience targeting settings for audience targeting features to take effect.
 
-## How audience targeting works for each component
+## Apply audience targeting to cards in the dashboard
 
-:::image type="content" source="../media/connections/vc-pivots.png" alt-text="Image of audience targeting":::
+Create a personalized experience by targeting dashboard cards to specific audiences to ensure only the most relevant cards are seen. Use audience targeting:
 
-|Dashboard   |Feed  |Resources   |
-|---------|---------|---------|
-|Audience targeting can be applied to cards on the dashboard.       |  Audience targeting can be applied to SharePoint news posts that display in the Feed.         |   Audience targeting can be applied to links that display in Resources.      |
+- To create custom views for distinct roles and regions,
 
-## Apply audience targeting to cards in the dashboard
+- To generate as many different views as needed to create unique experiences, and
+
+- To ensure the most important content is seen by the intended audience.
+
+ [Follow these instructions if you're setting up the Viva Connections dashboard for the first time.](create-dashboard.md)
+
+> [!NOTE]
+>
+> - You must be a site owner of the [SharePoint home site](/viva/connections/home-site-plan#what-is-a-sharepoint-home-site) to edit the Viva Connections dashboard.
+> - If you are setting up the Connections dashboard for the first time, [see the article on creating a Viva Connections dashboard and adding cards](/viva/connections/create-dashboard) for more information.
 
-Create a personalized experience by targeting dashboard cards to specific audiences to ensure only the most relevant cards are seen. Use audience targeting to create custom views for distinct roles and regions, generate as many different views as needed to create unique experiences, and to ensure the most important content is seen by the intended audience. [Follow these instructions if you're setting up the Viva Connections dashboard for the first time.](create-dashboard.md)
+To apply audience targeting to a dashboard card:
 
 > [!NOTE]
-> You must be a site owner of the [SharePoint home site](/sharepoint/home-site) to edit the Viva Connections dashboard.
+>
+> See the article on [how to edit the dashboard from SharePoint](/viva/connections/create-dashboard#how-to-edit-the-dashboard-from-sharepoint-when-you-have-a-home-site) if you are accessing Viva Connections from your SharePoint home site.
+
+1. From the dashboard, select **Edit**.
+
+2. Select **Edit** on the card you want to apply audience targeting to.
+
+    :::image type="content" source="../media/connections/edit-card.png" alt-text="Screenshot showing the edit icon":::
 
-1. From the select the **Settings** and then select **Manage Viva Connections**.
-2. Select **View dashboard** and then select **Edit**.
-3. Select **Edit** on the card you want to apply audience targeting to.
+3. At the bottom of the edit pane, enter the Groups to the **Audience to target** field. Exit the edit pane when you're done.
 
-    :::image type="content" source="../media/connections/edit-card.png" alt-text="Image of edit card":::
+4. Preview the viewing experience for different audiences and devices by selecting **Preview** from the command bar.
 
-4. At the bottom of the edit pane, apply [groups](/microsoft-365/community/all-about-groups) to the **Audience to target** field. Exit the edit pane when you're done.
-5. Preview the viewing experience for different audiences and devices by selecting **Preview** from the command bar and then Select **audiences to preview as**. Make sure you preview the experience for each audience and on both desktop and mobile devices.
-<br>
+5. Select **audiences to preview as**. Be sure to preview the experience for each audience on desktop and mobile devices.
+
+> [!NOTE]
+>
+> If you've selected an audience group that you recently created or changed, it may take some time to see targeting applied for that group.
 
-   **While in preview-mode, make sure:**
+6. While in preview-mode, make sure:
 
-   - There aren’t any physical gaps between cards that may appear while previewing different audiences and devices. If you see gaps, rearrange cards so that every audience and device will have a high-quality viewing experience.
-   - Icons, graphics, and images are easy to identify and understand.
-   - Buttons and links are active and go to their intended destinations.
-   - Labels and description text are helpful, easy to read, and make sense for the intended audience.
+    - No physical gaps appear between cards while previewing different audiences and devices. If you see gaps, rearrange cards so that every audience and device has a high-quality viewing experience.
 
-6. **Republish** the dashboard when you're done for the audience targeting to take effect.
+    - Icons, graphics, and images are easy to identify and understand.
 
-    :::image type="content" source="../media/connections/card-targeted-audience.png" alt-text="Image of card targeted audience":::
+    - Buttons and links are active and go to their intended destinations.
+
+    - Labels and description text are helpful, easy to read, and make sense for the intended audience.
+
+7. Publish the dashboard when you're done for the audience targeting to take effect. An icon appears on the card indicating audience targeting is applied.
+
+    :::image type="content" source="../media/connections/card-targeted-audience.png" alt-text="Screenshot of a dashboard card with the targeted audience icon displayed":::
 
 ## Apply audience targeting to news posts that will display in the feed  
 
+Audience targeting is useful when you want to present information that is relevant only to a particular group of people. For example, you can target news stories about a specific project to only team members and stakeholders of the project.
+
+To use audience targeting, you must first enable audience targeting for each pages library that contains the news stories you wish to target. For more information, see the article on [enabling audience targeting for your pages library](https://support.microsoft.com/office/c2dcee50-f5d7-434b-8cb9-a7feefd9f165#bkmk_audiencetarget).
+
 > [!NOTE]
 >
 > Starting **September 1, 2024**, the feed for Viva Connection web part and the video news link will be removed and unavailable for SharePoint site editors to add to their sites. On **November 5, 2024**, support for the feed for Viva Connections web part and video news links will end and no longer display content.
 >
 > Site owners are encouraged to use the [News](https://support.microsoft.com/office/c2dcee50-f5d7-434b-8cb9-a7feefd9f165#bkmk_sitenews), [Viva Engage](https://support.microsoft.com/office/a53cfa0c-3d09-42c8-a286-1038a81c59da#highlights), [File and Media](/stream/streamnew/portals-single-video), and [Highlighted content](/stream/streamnew/portals-set-of-videos) web parts, and [Video pages](https://support.microsoft.com/office/7823449f-e2cc-48d2-bda7-2ee82518958a) as alternatives to using the feed for Viva Connections web part and the video news link. For more information, refer to the [Viva Connections Feed web part retirement support guidance documentation](feed-web-part-video-news-link-retirement.md).
 
-1. Start from the site where the news is published. Select **Settings**, then **Site contents**.
+### Apply Audience Targeting to news posts from SharePoint
+
+To apply audience targeting to news posts (site pages) from your SharePoint site:
+
+1. Access **Settings** from the SharePoint site where the news is published and select **Site contents**.
+
+2. Navigate to the news post you want to apply audiences to and select **Properties** from the command bar.
+
+3. Under Audience, enter the Groups you wish to target the news post to. Close the Properties panel when done.
+
+4. **Republish** the news post for the audience targeting to take effect. News posts that are targeted to specific audiences will list the groups in the Audience column.
+
+    :::image type="content" source="..//media/connections/use-audience-targeting/at-apply-to-news-sharepoint.png" alt-text="Screenshot showing which audience the news post is targeting":::
+
+### Apply Audience Targeting to news posts from Viva Connections
+
+To apply audience targeting to news posts from Viva Connections:
 
-2. Select the library where the news post is located. select **Settings** again and then select **Library settings**.
+1. Navigate to the news post you want to apply audiences to and select **Edit**.
 
-3. Under **General settings**, select **Audience targeting settings**. Then select the checkmark box next to **Enable audience targeting** and then select **OK**.
+2. Select **Page details** from the command bar.
 
-4. Next, navigate to the news post in **Site contents**. Select the news post you want to apply audiences to and select **Page details** from the command bar.  
+3. Under Audience, enter the Groups you wish to target the news post to. Close the Properties panel when done.
 
-5. In the panel that opens, apply [groups](/microsoft-365/community/all-about-groups) to the **Audience** field. Select **Save** when you're done and **Republish** the news post for the audience targeting to take effect.
+    :::image type="content" source="../media/connections/apply-groups.png" alt-text="Screenshot of applying audience targeting in the properties panel.":::
 
-    :::image type="content" source="../media/connections/apply-groups.png" alt-text="Image of apply groups to target audience":::
+4. Select **Update news** for the audience targeting to take effect.
 
 ## Apply audience targeting to links in resources  
 
-Resources are the navigation links that display beneath the dashboard. You can provide another level of customization to your Resource links by applying audience targeting. Resource links that have audience targeting applied will only appear to users who are part of the selected audience.
+Resources are the navigation links that display beneath the dashboard. You can provide another level of customization to your Resource links by applying audience targeting. Resource links that have audience targeting applied only appear to users who are part of the selected audience.
 
-For example, an organization could use audience targeting to provide a set of resource links for users working in Human Resources that would only be seen by these employees.
+For example, an organization could use audience targeting to provide a set of resource links for employees working in Human Resources that would only be seen by those users.
 
 1. Start by selecting **Edit** in the Resources section of your Connections experience.
 
 2. Hover over the resource link and select the **ellipsis**.
 
 3. Select **Edit**.
 
-:::image type="content" source="../media/connections/edit-viva-home/atr-edit-resource.png" alt-text="Screenshot of the resource link drop-down menu with the edit option highlighted."lightbox="../media/connections/edit-viva-home/atr-edit-resource.png":::
+    :::image type="content" source="../media/connections/edit-viva-home/atr-edit-resource.png" alt-text="Screenshot of the resource link drop-down menu with the edit option highlighted.":::
 
-4. Under **Audiences to target**, enter the M365 group(s) that you want to see the resource link. Up to 10 audiences can be targeted.
+4. Under **Audiences to target**, enter the Groups that you want to see the resource link. Up to 10 audiences can be targeted.
 
 5. Select **Save**.
 
-:::image type="content" source="../media/connections/edit-viva-home/atr-add-at-to-existing-resources.png" alt-text="Screenshot of the resource link properties menu with the audiences to target field highlighted."lightbox="../media/connections/edit-viva-home/atr-add-at-to-existing-resources.png":::
+    :::image type="content" source="../media/connections/edit-viva-home/atr-add-at-to-existing-resources.png" alt-text="Screenshot of the resource link properties menu with the audiences to target field highlighted.":::
 
-6. Links that have been targeted to specific audiences will display an audience targeting icon in the upper left of the resource link.
+6. Links targeted to specific audiences display an audience targeting icon in the upper left of the resource link.
 
-:::image type="content" source="../media/connections/edit-viva-home/atr-audience-targeting-icon.png" alt-text="Screenshot of the audience targeting icon shown in the upper left of the resource link."lightbox="../media/connections/edit-viva-home/atr-audience-targeting-icon.png":::
+    :::image type="content" source="../media/connections/edit-viva-home/atr-audience-targeting-icon.png" alt-text="Screenshot of the audience targeting icon shown in the upper left of the resource link.":::
 
-Learn more about [customizing resources](edit-viva-home.md#customize-resources).
+For more information, see the article on [customizing resources](edit-viva-home.md#customize-resources).
 
 ### More resources