Introduction
This article explains the steps required to create segments using SmartHub. Information is included on SmartHub segments and the benefits of using segments on your platform. The article also advises on what components segmentation can be applied on.
About SmartHub Segments
Segments give you the opportunity to create different versions of the content on your SmartHub, to suit different employee groups e.g., locations, departments, job roles, etc. You can create a more personalized user experience and engage staff with different preferences and shopping habits by promoting the retail offers that suit them best.
Segments give you the flexibility to advertise company benefits and incentives, when different groups within your business have different offerings. You can also target different business areas with tailored content, e.g., manager areas, policies relevant to different business units, with no need to rely on a separate intranet or shared drive.
Reasons To Segment Your Platform
Perhaps you've been wondering:
- Can I promote different retailers to employees in different locations?
- My employees are split into benefits bands - can each user only see the benefits they are eligible for?
- Can I create an area of the site that only managers can access?
- Can I show a different SmartHub Blog to employees based in different offices?
- Can different departments in my business see completely different homepages?
With SmartHub Segments, you can do all this and much more!
Applying Segmentation
You can create segmented versions of:
- SmartHub homepages
- The images, links and content of individual SmartHub tiles (depending on tile type)
- SmartHub Pages
- Individual posts within the same SmartHub Blog
You won’t be able to segment:
- Programme name, logo and URL
- The titles of SmartHub Blogs
- Discounts, offer pages, and the My Account section
- Product pages e.g., Cycle to Work, eCards, Childcare Vouchers, etc.
For more help on creating segments, see Creating segments with Segment Manager.
Segmenting Layouts
Once you have created your segments, there's two different ways you can use them to segment content. One way is to create different versions of a layout for different segments.
Steps to apply segmentation:
- To do this, navigate to the SmartHub builder
- Click on the Versions dropdown in the dark gray box.
3. Click Create version to add a new one, then give it a title.
4. Hover your cursor over the new segment, then click on the cog and select Choose segment.
5. Use the dropdown to choose which segment you want to use.
Segmenting Tiles
If you'd like to segment a specific tile instead, then navigate to the SmartHub builder and find the tile you'd like to add segmentation to. Hover over the tile, click Edit, then click on the cog on the top left of the tile and choose SmartHub Versions from the dropdown.
The default version of the tile will appear, but you cannot make any changes to it from here. This is what will appear to a user if they are not included in any of the new segments you create. Similar to the layout versions, click Create version to add a new version. You can then title the version and use the options on the right to choose which segment can view the tile.
To edit the tile itself, hover your cursor over the tile and click Edit. You can then interact with the tile the same way as you would in the SmartHub builder.
Displaying the Correct Version
The SmartHub displays versions based on a priority system. To ensure that all employees see the intended version, please make sure it is positioned as version 1. If multiple versions exist for different segments and overlap occurs (for example, some employees belong to both segments), the version with the lower number will be displayed for those overlapping employees.
For instance, if Version 1 is designated for All Employees and Version 2 is for Managers, managers will not be able to see any special tiles included in the Manager version since the system prioritizes the All Employees version, and they are part of that segment. To enable managers to access these special tiles, their version must be set as version 1, while the All Employees version should be designated as version 2. Employees who are not in the Managers’ segment will then see Version 2.
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