What are segments and how to use it

This will guide you through the concept of segments and how they can be utilized within your community.

Segments allow you to create custom access groups for your community members, giving you control over which members have access to specific channels, resources, courses, and events.

This guide will show you how to create segments for different groups of members, such as cohort training programs or coaching programs. Once you have created segments, you can add members to them and use them to control access to content and channels. Segments are a powerful feature that allows you to customize access levels based on your community's needs.

How to create segments

1. Click on the Admin Panel button.

2. Click Segments on the side menu, then Click the Create Segments button

3. Enter the Segment name and Description and click the Create new segment button.

How to manually add members to a segment

1. Click the 3 dot icon of the Segment you want to add members to, and click Add a member.

2. Search for or tick the checkbox of the members you want to add, and click the Confirm button.

How to use segments:

1. Add members from subscriptions to segments.

   This can be done automatically by enabling the Add subscriber to segments toggle on Edit Subscription pop-up of the Subscription plan and adding single or multiple segments for every subscription.

   

2. Use segments to create a custom access level.

   Control the access of your members to your resources by grouping them by segments. These resources are the following:

   • Channels

   • Courses

   • Library Content

   • Event

   This can be done by editing the specific resources' settings, go to the Access Level section, and select the By Segments option. Then, search for and select the segment(s) for the resources.

   

3. Use Segments to restrict or give access to content and resources in your community.

   When your resources' access level is by Segment, you can also restrict the access and if the Visibility Settings is set as Hidden, the members who are on that segment are the ones who will be able to see the resource

   

How to configure segments for resources