Segmentation organizes community participants into groups based on specific characteristics. With it, you send activities and posts only to the groups that should see them.

Only Administrators can create and manage segments.

INDEX

• Example
• Segments for participant data
• Creating segments
• Managing segments
• Segmenting participants
• Inclusive segmentation
• When to create a specific segment

Example

Imagine a community of soda drinkers where some questions should go only to zero-sugar soda drinkers. Create a segment for these participants and target the activity to it: only this group will see and answer it.

Segments for participant data

Segments also help you organize information about participants. If you want to identify participants by gender or age group, for example, create this data as segments. You can then organize and analyze results based on these criteria.

Tip: plan the segments according to the community goals and the analyses you will run.

Creating segments

1. In the side menu, click Settings.

2. Click Community and then Segmentation.

3. In the segments list, click + Segmentation.

4. In the Create segmentation window, type the segment name and click Create. To create several segments at once, separate the names with a semicolon (;). Example: 18 to 25 years old; 26 to 35 years old; 36 to 45 years old.

Managing segments

Each segment appears in the list with its ID and status. To edit, deactivate or delete a segment, click the three dots in the Options column.

At this step you only create the segments. When you create or edit an activity, you choose which segments can see and answer it.

Segmenting participants

Create all segments before inviting participants, so they can be linked to the right segments when they are invited or register. See how in Add participants.

Inclusive segmentation

Segments are not exclusive: a participant can belong to more than one segment at the same time. For example, with the segments Women and 18 to 25 years old, an activity targeted to both will be shown to:

• all women, of any age;
• all people aged 18 to 25, of any gender.

When to create a specific segment

If the activity should go only to women aged 18 to 25, create a specific segment for this group, such as Women aged 18 to 25. Only participants who belong exactly to this group will have access to the activity.