---
title: How to create and manage user segments
description: 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.
---

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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.

### **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.

<iframe src="https://player.vimeo.com/video/1040938217?autoplay=1&amp;loop=1" width="426" height="218" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" title="How to create and manage user segments?" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### **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.

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Feb-10-2026-12-40-11-3997-PM.png?width=278&height=452&name=image-png-Feb-10-2026-12-40-11-3997-PM.png)

#### **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.

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-08-59-00-0165-PM.png?width=670&height=321&name=image-png-Jan-23-2025-08-59-00-0165-PM.png)

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

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-08-59-56-0096-PM.png?width=670&height=321&name=image-png-Jan-23-2025-08-59-56-0096-PM.png)

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

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-09-02-04-5048-PM.png?width=670&height=321&name=image-png-Jan-23-2025-09-02-04-5048-PM.png)

#### **3. Setting Criteria for Segments**

When selecting **User Conditions**, 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).

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-09-06-14-2042-PM.png?width=670&height=321&name=image-png-Jan-23-2025-09-06-14-2042-PM.png)

- 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:

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-09-07-14-7010-PM.png?width=670&height=321&name=image-png-Jan-23-2025-09-07-14-7010-PM.png)

#### **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.

![](https://help.vfairs.com/hs-fs/hubfs/image-png-Jan-23-2025-09-10-24-6605-PM.png?width=670&height=321&name=image-png-Jan-23-2025-09-10-24-6605-PM.png)

#### **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](https://2978594.hs-sites.com/knowledge/how-to-create-and-manage-segment-rules-1?hsLang=en).

---

### **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.

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