What a segment is
A segment is a group of people who match a rule about what we know of them. Nobody adds them by hand, and if their details change, they move in or out on their own. Hover over a number to see how the pieces fit.
- What we knowRegistration answers, ticket type, the sessions someone chose, and any field we import from your lists
- SegmentsEach one is a rule over those details. People match automatically and stay current
- Who can open a pageLimit a page to one or more segments
- Which blocks they seeShow or hide a section of a page by segment
- Where they landGive each group its own first page after sign-in
- Who gets an emailAim an email or a text at one segment
When someone's ticket, session or record changes, they move into the right segments straight away. You never keep a list by hand.
A rule can need all of several things, like VIP and in person. A segment can also match any of several groups. Backstage shows who is in each segment.
Common segments
Most events need a handful of these. Tell us which groups matter to you and we turn each one into a rule. A rule matches the answer exactly as the form words it, so we build rules from your form's own answer choices.
| Segment | The rule, in plain words | What it is often used for |
|---|---|---|
| Speakers | Attendee type is Speaker | A speaker lounge, a Speaker badge, a note with run-of-show details |
| Sponsors | Attendee type is Sponsor | Landing on the sponsor hub after sign-in, booth instructions |
| VIP or ticket type | Ticket is VIP, or any ticket you sell | A VIP-only offer, a private room, a different welcome |
| In person or online | Attendance is In person, or Online | Directions for one group and a join link for the other at a hybrid event |
| Day 1 or Day 2 | Chose Day 1, or chose Day 2 and not Day 1 | Reminders for the right day, a day-specific agenda |
| A session's attendees | Chose Workshop B | A reminder an hour before, a room page with a cap on seats |
| People who haven't finished registering | Has an account but a key answer is still missing | A friendly nudge to complete the form, for example after we import a list |
One person, many segments. A speaker can also be in Day 2 only and In person. Each segment works on its own, so you can aim a message at speakers who are online without any extra setup.
Controlling access to a page
Every page (also called a channel) has its own access settings. You can mix them. A page might need sign-in, then a segment, then a form. We set these up with you and change them whenever you ask.
- Someone opens a page
From the menu, a link or an email
- The page checks
Are they signed in, in an allowed segment, and done with the form
-
Room has space
They go inThe page opens as usual
Room is full
Sent to your overflow pageA page you choose, such as the main stage or a replay
The four ways to limit a page
- Signed in onlyUsually on. People must be registered and signed in to get in
- One or more segmentsOnly people in the groups you pick can open the page, such as speakers only
- People who filled in a formAttendees complete a form before they enter, such as a consent form. You can show the form to some segments only
- A cap on the roomSet how many people can be in at once, and the page to send everyone else to
Show or hide a section
Inside a page, each content block can be hidden from chosen segments. Everyone else sees it. This is how you show a VIP offer only to VIPs, or a congratulations note only to people who finished a goal.
Show or hide the page itself
You can also choose whether a page appears in the schedule and the menu. A page can stay private to a segment and still be a link you send only to them.
Where people land. Segments also choose the first page someone sees after signing in. The login redirect is a short list, for example speakers to the lounge and everyone else to the main stage. See Registration and sign-in for the full picture.
Badges and labels
A segment can show a small label, like Speaker, beside a person's name. It appears on their profile, so attendees can tell who is a presenter or a sponsor at a glance.
- One badge per segmentTell us which segments should show a label and what it should say
- Shown on the profileBeside the person's name
- Works for imported people tooIf you bring in a list of speakers, they carry their badge from the moment they are added. See the next section
Bringing in a list
You may already have a list of speakers, a VIP list or people who registered somewhere else. Send it to us and we add those people to your event site, grouped the way you want.
We make the changes, you send the request. Imports are done by Jumbo. So are record changes on sites with seat limits, a waitlist or custom fields. On other sites your team can fix a name or delete a person in the Viewers list. See Registrations and exports. Send your spreadsheet and what you need to your Customer Success contact, and we confirm when it is done. For anything else, email [email protected].
What to send
- First name, last name and emailThese three are the minimum for every person
- Columns for grouping peopleFor example attendee type, ticket or session. Tell us what each column means
- A tidy listNo duplicate people or stray spaces. We flag anything we cannot read before we import
What we do
- Import the listNew people are added. People already on the site can be updated with the new columns
- Hold the welcome emailIf your site is not ready, we add people quietly and send the email when you say go
- Connect the columns to segmentsAnd, if you like, add the same question to your registration form so new people can answer it
Other changes to people
- Fix a recordA misspelled email, a changed name or a move to another segment or session. On sites with seat limits, a waitlist or custom fields, Jumbo makes the change
- Give someone Backstage accessOr take it away again
- Remove someoneThey lose access and would need to register again to come back
Personal details in emails and pages
The details we hold about a person can also appear in what they read. A confirmation email can open with their first name, and a page can show their own registration answers. You write the wording and we place the detail.
What we write in the email or page
Dear [first name],
Your session: [workshop they chose]
What the attendee reads
Dear Alex,
Your session: Workshop B
Confirmations and reminders can greet each person by name.
A thank-you page can list the sessions someone chose. It works once they are signed in.
If we have nothing for someone, a word you pick shows instead, like friend or a dash. Greetings never read Dear ,.
Write answer choices the way you want to read them back. People see their answer exactly as the form stores it, and you read the same words in your exports. A choice called Yes reads better than yes-thursday. Tell us before you finalize the form, because changing a choice later can break rules that depend on it.