What are Segments and How to Use Them

This guide explains what segments are and how to use them in your community. 

Segments allow you to group members and control access to specific channels, resources, courses, and events. You can create segments for use cases such as cohort-based training or coaching programs, add members to those segments, and apply them to manage content access based on your community’s needs.

How to Create Segments

Step 1: Click on the Admin Panel button.

Step 2: Click on People in the side menu.

Step 3: Go to the Segments tab.

Step 4: Click the Add Segment button.

Step 5: Enter the Segment name and Description, and click the Create button.

How to Manually Add Members to a Segment

Step 1: Click the three-dot icon of the segment you want to add members to, and select Add Members from the options.

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

How to use segments:

1. Add members from subscriptions to segments.

You can do this automatically by turning on Add Subscriber to Segments in the Edit Subscription Settings section and selecting the segment(s) you want for the subscription plan.

2. Use segments to create a custom access level.

Control member access to your resources by grouping them into segments. The following resources support segment-based access:

• Channels

• Courses

• Library content

• Events

To apply this, edit the settings of the specific resource, go to the Access Level section, select the By Segments option, then search for and select the relevant segment or segments.

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

When a resource’s access level is set to By Segment, you can further restrict visibility by setting the Visibility setting to Hidden. In this case, only members who belong to the selected segment will be able to see the resource.

How to configure segments for resources