How to Manually Create User Segments

Table of Contents:

1. Manually Create Site User Segments

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Manually Create Site User Segments

Step 1: Click on "Site admin", followed by "User Management", and then "Manage site wide Segments."

Step 2: Click on (1) "Add new user segment", enter your user segment (2) Name, (3) User segment short name, (4) "Save changes."

*Note: User segment ID is required to bulk upload users to user segments.

Step 3: After saving, your site User Segments will be listed in the Site User Segments tab, nested within your company.

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Use Case Example:

The flexibility to create and manage user segments, allows training managers to effectively organise and target specific groups of learners.

For example: A training manager may create a user segment called "Sales Team", this user segment can include all the sales representatives within the organisation who require specialised training materials and resources tailored to their specific roles.  

The training manager can easily assign relevant courses, track progress, and deliver targeted communication to this specific group. This ensures that the sales team receives the necessary training and support to enhance their skills and performance in a streamlined manner.