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      What are segments and how to use them?

      Segments play a vital role in organizing and structuring your platform!

      Segments play a vital role in organizing and structuring your platform. By using segments, you can categorize activities and members for a variety of purposes—such as generating reports, navigating the platform more easily, and controlling access to specific activities based on member groups.

      What Are Segments?

      Segments are customizable fields that help you organize your platform’s members or activities. These fields can represent various categories, such as:

      • Business units or departments (e.g., Marketing, Sales)
      • Social Development Goals (SDGs)
      • Brands or partners
      • Theme's, categories 
      • Etc. 

      Each segment features a customizable page that you can tailor to create a unique space for that segment. You have the flexibility to add personalized content and branding options to make it truly yours. When applied at the activity level, the related activities will appear below, functioning like a beautifully filtered and customized activity detail page.

      Example: Categorizing by Business Unit

      If you'd like to analyze engagement by department, you can create a segment type called "Business Unit" and then add segments like Marketing, Sales, or Engineering. Members can be categorized based on these business units, and if desired, you can allow them to edit their segments in their profiles. To automate this process via Single Sign-On (SSO), simply contact our Support team or your Success Manager for assistance.

      Once segments are set up, you’ll be able to see and use them in backoffice reporting.

      How to Create a Segment

      Before creating a segment, it’s important to consider a few key questions:

      1. Purpose: Is the segment for categorizing members or activities?
      2. Type: Will this be a member segment (e.g., department, brand) or an activity segment (e.g., SDGs, campaign-related activities)?
      3. Display options: Do you want the segment to appear as a clickable label on activity pages?
      4. Search filters: Should this segment be searchable within the platform?
      5. Branding: How will you customize the segment’s page? Think about adding a logo, cover image, colors, or even a story (visible behind the Read more button).

      Member Segments: Additional Considerations

      When creating member segments, ask yourself:

      • Should new segments be created automatically when members log in, or will you use pre-existing ones?
      • Should the segment type be mandatory for members to fill in before using the platform?
      • Would you like members to verify their segment using SSO?
      • Should members be able to edit their segment in their profiles?
      • Should newly created activities inherit the segments of the creator automatically?
      • Do you want to restrict access to activities based on segments?

      Step-by-Step: Creating a Segment Type

      Now that you’ve gathered your information, it’s time to create your segment:

      1. Navigate to Segments: In the backoffice, go to the Segments settings found in the left menu. If you don’t see this option, contact Support for assistance.

      2. Create a New Segment Type: Click the “Add segment type” button in the top right corner.

      3. Name and Configure: Give your segment type a name and check the relevant options based on your earlier decisions (e.g., whether it should be mandatory, filterable, etc.).

      Step-by-Step: Creating Segments

      Once your segment type is ready, follow these steps to create individual segments:

      1. Label Your Segments: Use clear, descriptive names (e.g., Sales, Marketing, Engineering).

      2. Add More Segments: Click “+Add another Segment” to include more categories.

      3. Customize Settings: After saving, click the pencil icon to edit each segment’s settings and branding.

        • On the General tab, you can see an overview of the segment’s settings and its associations with members and activities.
        • On the Content tab, you can customize the branding of the segment’s page.

      4. Save and Preview: Once you’ve made your changes, click “Save and continue editing” to preview your segment page.

      Enabling Segments for Members

      To enable segments for your members:

      1. Go to Settings > Profile tab in the backoffice.
      2. Enable Segments: Tick the box labeled Enable segment, then click Save and continue editing.
      3. If you want the system to automatically create new member segments upon login, select the Create segments option. Otherwise, leave this box unchecked to only use pre-existing segments.

      Need Help❓
      If you run into any questions or need help finding the right options for segment setup, don’t hesitate to reach out to our Support team via support@goodup.com. We’re always here to assist you!