Add User to User Segment Action

Add User to User Segment Action

OVERVIEW

The "Add User to User Segment" action adds users to a specified user segment that already exists in your Pluto LMS based on information provided in the trigger.

SETTING UP AN "ADD USER TO USER SEGMENT" ACTION

Step 1: Set up your trigger, e.g. "New Row in Microsoft Excel."



Note: The trigger may need to provide the User Segment ID of the existing user segment to which your zap must add users as well as the usernames of those users. If your trigger does not provide this information, you may need to add and additional action step before the "Add User to User Segment" action, e.g. "Search User Segment" or "Search User" in your Pluto LMS. 
  1. See this support document to learn where to find User Segment IDs.

Step 2: Select (1) Pluto LMS as your action app and (2) "Add User to User Segment" as your action event, then (3) choose your connected Pluto LMS account from the drop-down list. 



See the Pluto LMS support document on setting up actions for more help.

Step 3: To set up your action, (1) select the existing Pluto LMS branch to which your zap must add users in your Pluto LMS.

Note: For a more dynamic zap (that can add users to one of a variety of existing user segments) you can select the corresponding field from your trigger data source that will provide the User Segment ID of the existing user segment to which users must be added. If your trigger does not provide this information, you may need to add and additional action step before the "Add User to User Segment" action, e.g. "Search User Segment" in your Pluto LMS. 



(2) Select the corresponding field from your trigger data source (or from a previous action step) that will provide the username of the user/s that your zap must add to your existing user segment in your Pluto LMS.  



You can now scroll down and click on "Continue" to proceed to test your action and switch on your zap or add additional action steps. 

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