What are segments?
Segments are profile fields used to identify groups of members in your organization. They are used for targeting, grouping, and reporting.
Role is a required segment and is typically used to segment members by seniority or experience — for example an individual contributor vs a VP, or a student vs an alumni.
For each community type, we offer a recommended list of additional segments. For company communities, these include attributes like Business Unit and Employee Resource Group. For academic communities, we recommend including faculty or stream.
What are segments for?
Segments serve multiple purposes, including targeting, matching and reporting.
Targeting. You can send specific email campaigns and tailor the content to be most relevant to each segment. You can also use them to target programming, for example sending a women’s leadership program to your women’s ERG or inviting a specific faculty to an Office Hour.
Matching. Use segments to create preferred or required rules for who should be matched together.
Reporting. In the data dashboard, you can slice data views by specific segments. For example, measuring adoption by role or business unit.
Types of segments — Public vs private segments
There are two types of segments — public and private. For both types of segments, the information can be provided by the Admin via the member data file or by the member during the registration experience, except for segments that are both private and hidden from the member (e.g., pay band data).
Public segments. Are visible to all community members during onboarding and displayed on the member’s profile and can appear in various platform communications.
Private segments. Private segments limit the visibility of the segment data. ACan be visible to the member or restricted to Admins only. You can customize the permissions of Private Segments to be:
- For Admins only (e.g. Pay Band)
- Visible to the user on their profile (not editable)
- Editable by the user during registration
- Editable by the user on their profile
Private segments are always visible to the admins. Private segments are never visible to other members.
Should I use a private segment?
Private segments should be used for:
- Admins in organizations who want to reduce the number of segments during onboarding to make it faster and reduce chances of human error
- Admins in organizations who want to use certain attributes for targeting, matching and reporting that are not visible to the member or other members
Examples of when to use a private segment:
- Hide fields/segments from onboarding for a better user experience (only include segments that need to be validated or updated by members)
- Hide fields/segments from onboarding which are only used for data management e.g. cohorts of a mentorship program - useful to admins only to see who is part of specific cohorts (reporting) and publish Office Hours to specific cohorts only
- Hide fields/segments from onboarding that contain sensitive data e.g. high potential status or pay grade
- Create reports using fields/segments which are hidden from members
- Match members for Introductions using fields/segments which are hidden from members
- Target members for Office Hours using fields/segments which are hidden from members
- Match members for Development Programs using fields/segments which are hidden from members
How do I configure segments?
Click on Hub Settings > Membership configurations
Public segments are visible on the configuration page, with the list of best practice defaults.
You can edit the default list by deleting or adding segments. Click into the segment and use the Actions dropdown menu to edit or delete.
Segment values can be added and removed individually, or in bulk. Bulk updates allow you to copy and paste a list of values.
If you’d like to re-order the segment values, drag and drop by clicking the 6 little dots to the left of the value.
How do I configure a private segment?
To configure private segments, scroll to the bottom of the Membership Configurations page” to the “Private segments” section
Add a private segment
Add a segment name and description to give more context on what that segment is used for
- Segment name: Enter any name that best describes the segment. This should be short and succinct.
- Description: Add any details on the type of data stored in the segment and how it should be used, if an additional explanation is required. Note: if you configure the private segment to appear during registration, the user will see this description.
- Visible to profile owner: If turned on, the data in this segment will be visible to the owner of the profile i.e. the member whose data it is
- Show in onboarding: If turned on, the data in this segment will be visible to the member during onboarding
- Editable by profile owner: If turned on, the data in this segment will be editable to the member in their profile or during onboarding or both
4. Configure the private segment values