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      How to create and manage user segments

      Learn how to create and manage user segments within the vFairs web Platform, customize audience criteria, and efficiently organize users based on your specific conditions. This guide will walk you through the steps to create, configure, and edit user

      Overview:

      The User Segmentation feature allows Admin and Event Owners to categorize users (e.g., attendees, exhibitors, speakers) based on specific criteria, streamlining the process for event access. Follow the steps below to create and manage user segments effortlessly.

      Prerequisites:

      • Have an Admin/Event owner role to create and manage user segments.
      • Attendee registration form set up in the system (for criteria-based segments).

      Step-by-Step Guide:

      1. Navigating to the User Segment Listing

      • Go to the Participants tab in the Side Panel.
      • Click on the Segments sub-tab to access the User Segment Listing Dashboard.
        • This dashboard will display a table of all created segments with key details like ID, Segment Title, Audience, and Action Buttons (Edit/Delete).

       

      2. Creating a New Segment

      • Click the Create Segment button at the top right of the dashboard. A side panel will open to create the segment.

      • Fill out the necessary fields in the form as described below:

      Field Name

      Description

      Segment Title

      The name of the segment for easy identification.

      Audience

      Select the group of users the segment will apply to (e.g., Attendee, Exhibitor, Speaker).

      Selection Criteria

      Choose between automatic or manual user selection.

      Enable for Badge Printing

      Toggle on if this segment will be used for badge printing.

      • There are two options for Selection Criteria:
        1. Set Criteria: Automatically select users based on conditions set (e.g., form responses or event activity).
        2. Select Manually: Manually add specific user emails to include them in the segment.


      3. Setting Criteria for Segments

      When selecting Set Criteria, you have two options to define the criteria for the segment: 

      3.1. Criteria Based on Registration Form

      • Select criteria based on user responses in the registration form.
        • A drop-down will appear with fields from the Registration Form (created in the Form Builder).

      • After selecting a field, specify the condition. The conditions values are:

      Condition

      Description

      Contains

      Select users where the field contains a specific value.

      Doesn’t Contain

      Select users where the field does not contain a specific value

      Is Specified

      Select users where the field is filled in (i.e., not empty).

      Not Specified

      Select users where the field is empty (i.e., no value was entered).


      • After selecting the condition, enter the required value in the text field that appears if ‘Contains’ or ‘Doesn’t Contain’ is selected.

      Note: You can add multiple criteria to a segment by clicking the blue "+" icon in the top-right corner. The conditions will follow the OR logic, meaning the segment will include users who meet any of the specified criteria, not necessarily all of them.


      3.2. Criteria Based on Event Activity

      • This option allows you to create segments based on user actions during the event.
      • The available criteria include:



      Criteria 

      Description

      Logged-in Status

      Choose between "Users who have logged in at least once" or "Users who have never logged in."

      • Users who have logged in at least once: Includes users who have accessed the event system.
      • Users who have never logged in: Includes users who have registered but haven't logged in to the system.

      Registration Start Date and End Date

      Filter users based on their registration date within the selected range.

      Account Status

      Filter users by their account status: Active, Inactive, or Both.

      • Active: Users whose accounts are currently enabled and active.
      • Inactive: Users whose accounts are disabled or suspended.
      • Both: Selects both active and inactive users.

      Not Specified

      Select users where the field is empty (i.e., no value was entered).


      4. Saving and Managing Segments

      • Once all fields are filled, click Save to create the segment. The segment will now appear in the Segment Listing dashboard.

      5. Editing or Deleting Segments

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

      6. Defining Segment Rules

      After creating a segment, you can further refine it by setting up segment rules in the Segment Rules tab. These rules allow you to specify more detailed criteria and conditions for your created user segment. For more information on how to create and manage segment rules, click the link provided: How to create and manage segment rules.

      Tips:

      • Use the Set Criteria option for automated user selection based on specific data points from registration forms or event activity.
      • Regularly review and update segments to ensure they reflect current event needs.
      • If you are using segments for badge printing, make sure the toggle is enabled during segment creation.

      By following these steps, you can easily create, manage, and update user segments to better organize your audience and tailor their event experience.