Still using the classic admin? Click here to learn more about where to set up Segments.
If your virtual session is likely to attract a diverse audience, you'll want to prepare tailored materials for different participants and establish distinct workflows for collecting leads. With Segments, you're able to group your registrants together, and then use those segments to determine the experience each group receives.
Creating and Managing your Segments
Before you create segments, you'll need to have custom registration fields added to your session. These fields should have values for each of your registrants so they can be included in the segment.
Visit the session admin of your session, then visit Audience > Segments where you'll be able to create and manage your segments.
Click on New segment and you'll see a new set of settings to name and configure your segment. In the Segment criteria fields, you'll choose the registration field with which the segment will filter. Then in the Equals any of the following: you'll be able to type or paste in the values that will determine which registrants will be included in the segment. add as many values as you would like by clicking on Add answer option.
In the example above, we want to create a segment for all registrants with a C-Suite title. Click Save and you segment is complete.
Using your segments
Using segments in the webinar room
Once you have your segments, you can start pre-loading content tailored to them. You can do this with polls, offers and handouts.
In all of these, the setting will be the same. For example, when creating or editing a poll, you will see a new option: Only show to specific Segments of attendees. Enable this to see another setting to choose which segment will see this poll.
Here's examples of how that looks for offers and handouts:
Using Segments in the classic admin
To find Segments in classic admin, simply go to Segments from the left-hand menu. Here you'll be able to configure those segments using the same settings as described above:
