User Segment Automation

OVERVIEW

This automation allows users with the "Site admin" role to define filtering criteria and create rules that specify which user segment filtered users should be added to. When a new user is created or user data is updated, the system checks which user segments to add or remove the user from based on the filtering criteria. 

USE CASE EXAMPLE:

By setting up user segment automation, you can create rules that automatically assign users to specific user segments based on their profile information.

For example: Let's say you want to ensure that all employees from the Sales department are enrolled in the "Sales Training Program" course. You can set up a rule in the user segment automation settings that filter users based on their department, specifically "Sales."

Whenever a new user is created or user data is updated, the system checks their profile information and automatically adds them to the "Sales" user segment.

You can streamline user segmentation, improve course enrollment accuracy, and provide a personalized learning experience for employees based on their specific roles, departments, or other profile attributes.

SET UP CUSTOM PROFILE FIELD/S

Note: Before you can set up user segment automation, you need to create the custom profile field/s that will be used to filter users.

SET UP USER SEGMENT AUTOMATION

Note: Before you can set up user segment automation, ensure that you have created the user segment/s you wish to manage. 

Step 1: Click on "Site admin", followed by "User management", then "User Segment automation."

Step 2: Select the user segment/s you wish to manage with user segment automation.

Step 3: To add a new rule, follow the prompts to select the (1) profile field, (2) condition and (3) user segment.

Once you're happy, click "Save changes."

In the "user segment members" tab, you can now see the user segment members managed by your rules.

You can always edit/delete your rules in the "View/edit" rules tab.

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