Attendee Segmentation - How to Use Segmentation

Segmentation is a mechanism that determines the rights and categories to which attendees belong. It is created through groups and tags. We can think of groups as folders and tags as files. The main uses of segmentation are:

  • Filtering attendees to list those with specific tags.
  • Allowing attendees with specific tags to enter at access control.
  • Allowing attendees with specific tags to receive product promotions.
  • Determining discount rates based on attendee types.
  • Defining the stock and tag descriptions of sales packages in event registration processes.
  • Defining and controlling attendee rights based on questions in event registration processes.

For example, let's examine the use of segmentation step by step in the following event:

Demo Event

Standard attendees: 500 people

Student attendees: 100 people

Sponsor attendees: 50 people

Staff: 30 people

Speakers: 20 people

Press: No limit specified

5-square-meter booth area: 10 units

10-square-meter booth area: 5 units

Single accommodation: 20 units

Double accommodation: 20 units

To create the segmentation system based on the information above, click on "Segmentation" under "Attendee Management" in the left menu on Holacon. The screen will display the groups and tags that Holacon has already prepared for you. You can edit or delete them as you wish or create new ones from scratch.

 

 

Creating the segmentation system under the conditions stated above will appear as shown in the visual. The 3 boxes represent groups, and the objects in these boxes represent the tags. To create a group, click on the "Add Group" button in the top right corner. Fill in the required information on the screen that appears.

 

The colour option is used to visually differentiate the group from others. The "Show" option in the settings determines whether the group will be displayed in the attendee applications depending on the label it belongs to. If this option is disabled, the group will not be displayed in the list. After filling in the information, click the "Save" button.

Tag creation: To create a tag, the group where this tag will be defined must first be created.

 

 

Please click on the "Add tag" button located at the bottom of the group in which you will create the tag. Fill in the required information in the window that appears.

The value you specify in the "Stock" section determines the maximum number of participants that will be included in this tag. When the limit is reached, modules that use the tag, such as the Event Registration, will display an "Out of Stock" warning. If you do not specify a value, no limit will be created

 

When you click on the "Settings" tab, you will see two sections. The "Show" section prevents attendees associated with this tag from being displayed on attendee applications. Unlike groups, tags are not displayed with their name on mobile applications, but rather with the name of the group they are associated with. When the "Badge printing" option is disabled, a message will appear indicating that the person cannot receive a card when they try to get their name tag from the registration desk, and the printing process will not be carried out. The tag system is also used for the sale of products and participation rights in the registration forms. Relevant rights are defined for attendees through tags.

If you create an invisible group for the sale of products in a sample situation, its colour tone will appear differently from the others.

 

 

The tags you add to this group also contain inventory information for the products you will be selling.

Now that our system is ready, when we select and filter the "Standard" and "Single accommodation" labels from the attendee list, the relevant attendees will be displayed.

In this way, we can also design the access control system with labels. You can click here to read the relevant article on using the Access control system.

 

 

 

 

 

 

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