How to create and manage segment rules

Learn how to create and manage Segment Rules within the vFairs platform to customize user access and visibility. This guide will walk you through the steps to configure segment rules, providing greater control over what users can see.

Overview:

The Segment Rules feature allows Admins and Event Owners to define visibility rules for specific user segments. These rules determine which platform entities (e.g., menu items, booths, chatrooms) are hidden from certain segments, allowing for a personalized and streamlined experience for different user groups (attendees, exhibitors, speakers, etc.).

Prerequisites:

• Admin or Event Owner permissions.
• User Segments already created within the system.

Step-by-Step Guide:

1. Navigating to the Segment Rules Listing

• Go to the Participants tab in the Side Panel.
• Click on the Segment Rules sub-tab to access the Segment Rules Listing Dashboard.

• This dashboard will display a list of all created segment rules with key details such as ID, Segment Title, and Action Buttons (Edit/Delete).

2. Creating a New Segment Rule

• Click the Create Segment Rule button at the top right of the dashboard. A side panel will open to configure the rule.

• Fill out the following fields to define the rule:

3. Selecting Entities and Items

After selecting the segment, you will define which platform entities should be hidden for that segment. The Entities dropdown allows you to select multiple options, including:

• Menu Items: Features like Lobby, Networking, Products, Leaderboard, etc.
• E-commerce Items: Specific items listed for sale in the event store.
• Booths: Virtual exhibitor booths.
• Chatrooms: Discussion areas for networking or event-specific conversations.
• Webinar Groups: Specific groups or webinars that are part of the event.

Once you select an entity, a further dropdown will appear for you to choose the specific item within that entity. For example:

• If you select Menu Items, you will then be prompted to choose which items (e.g., Lobby, Networking, Products) should be hidden for the segment.
• If you select Booths, you can then choose which exhibitor booths should be hidden from view for the selected segment.

Important Note: There’s a toggle at the bottom of each entity item:

• For Menu Items, the toggle says "Should these Menu Items be hidden from the segment?"
• For Booths, the toggle says "Should these Booths be hidden from the segment?"
• Similarly, this applies to all other entities (e.g., chatrooms, webinars).

Toggle Behavior:

• If enabled, the selected entity items will be hidden only for the selected segment.
• If disabled, the selected items will be hidden from all users except those in the selected segment.

4. Saving and Managing Segment Rules

• Once you have selected the relevant entities and items to be hidden, click Save to create the rule. The rule will now appear in the Segment Rules Listing dashboard.

5. Editing or Deleting Segment Rules

• To edit a segment rule, click the Edit icon under the Actions column for the relevant rule. This will open the same side panel used for creating rules.
• To delete a rule, click the Delete icon next to the Edit icon.

Tips:

• Apply Specific Visibility Restrictions: Use segment rules to control access to sensitive areas, specific booths, or features based on user roles (attendee, exhibitor, speaker).
• Streamline User Experience: Hide unnecessary or irrelevant content for specific user groups to make the event interface more focused and accessible.

By following these steps, you can easily manage segment rules to customize the visibility of various entities on the vFairs platform, ensuring that each user segment has a tailored and optimized event experience.