Segments (Feature Access)

[Intro] In this lesson, we’ll be discussing Segments. In particular, Segments to customize a user’s feature access. Let’s get started.

[Editor] Segments allow you to divide your users into groups for a variety of reasons. This lesson will focus more on how we can use Segments to customize a user’s feature access.

Let’s say, we only want to show an Induction form to users who haven’t already been inducted.

To create a Segment, let's first add a collection. Click on the Platfio editor, then click Segments. You will be directed to the Segment Collections Editor page where you can manage and organize all the Segments for your app.

To add a new Collection, click on the plus button to access the Segment Collection editor. Let's name this collection, Inductions. and press save.

Once you’ve created a collection, let’s create a new segment. Click on the plus button at the top right. This will open the Segment Editor.

Let’s name this segment Inducted, then press the plus button to have this added.

Now that the segment is created, we can go to Forms and look for our Induction form. Then in the Settings tab, click on the dropdown in the add submitters to segment section, and select Inducted.

[Emulator] Let’s view this from the perspective of the user. In the Left-Hand side menu, let’s go to the Induction form, answer it, and then submit once done.

[Manager] As staff, if we navigate to our User Manager, click on the User, and then click on Segments, we will see that the user has been automatically added to the Inducted segment.

[Editor] Let’s now hide the Induction form from users who have already been inducted. In the Platfio Editor, go to Navigation, Left-Hand side Menu, and click on the link to our Induction form. Then, click on Restrictions, select Don’t Show Segment, choose Inducted, and press save.

[Emulator] Now, we will see that the link to the Induction form has disappeared for the user.

[Manager/Emulator] Now, if we go to our User Manager, click on the User, and then click on Segments, and manually remove this user from the segment, we can now see that the link for the Induction form is available again for the user to complete.

[Outro] This is a fantastic way to streamline your app for users by only showing them the features they need. We have another video that details how you can restrict features based on other factors, which you can check out if you’d like to learn more.

However, you can restrict products, bookables, subscribables, forms, pages, elements within pages and tools based on the segment that the user is in.

Thank you for watching!