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How to Create and Manage Segments for Meeting Creation

Segment-based Meeting Creation allows organizers to control which users can see and access the Create Meeting option. By using segments and segment rules, organizers can selectively show or hide meeting creation capabilities for specific groups of users. This provides greater flexibility when managing networking and meeting access within an event.

Step 1: Create a Segment
  1. Go to Participants.
  2. Navigate to Segments.
  3. Click Create Segment.
  4. Enter the required segment details and define the audience criteria.
  5. Save the segment.

Step 2: Create a Segment Rule

  1. Navigate to Participants → Segment Rules.
  2. Click Create Segment Rule.
  3. Select the segment you created.
  4. In the Entity dropdown, select Meeting Creation.
  5. Choose the desired action:
    • Show – Users in the selected segment will be able to access the Create Meeting option.
    • Hide – Users in the selected segment will not be able to access the Create Meeting option.
  6. Save the rule.

How It Works

Once the segment rule is applied:

  • Users who belong to the selected segment will see or not see the Create Meeting option based on the configured action.
  • The rule will apply across all meeting creation entry points where meeting booking is available i.e. mobile, web, exhibitor portal.

Important Notes:

  • Segment rules only control the visibility of the Create Meeting option.
  • Users must still belong to a role that has permission to create meetings.
  • If a user's role does not have meeting creation access, they will not be able to create meetings even if the segment rule is configured to show the option.
  • Segment-based restrictions work alongside the Meeting Module permissions and role-based access controls (RBAC).

Use Cases

  • Allow meeting creation for VIP attendees only.
  • Restrict meeting booking for specific attendee groups.
  • Enable meeting creation for sponsors, exhibitors, or selected networking audiences.
  • Create exclusive networking experiences based on attendee segments.