Segmentation allows you to expose specific courses to specific segments of your audience. For example, let's say that one of your segmentation strategies is to group learners by their experience using your platform. You can create two groups (e.g, Beginner, Advanced), and expose courses to specific groups of learners accordingly. Let's see how you can do that.

Note: Make sure you have already created a course before continuing.

Create user segments

The "Audience" tab is where you manage your segments. All of your learners, regardless of whether they're assigned to a group or not, will be shown there.

To restrict your course to a specific segment:

  1. Log into Lounge.

  2. Go to the Audience page at the top bar.

  3. Click "Add learners". You will then be prompted to upload a CSV (you can download the CSV template, modify it, and then upload it):

  4. Click Upload.

You should then see the learners you enrolled and their assigned groups on the main Audience page.

Note: We will soon be expanding the segmentation capabilities to support more than simply uploading a CSV.

Associate courses to user segments

After having segmented your learners, it's now time to choose which courses they have access to. When creating a course, you can choose whether the course should be restricted to a specific audience or be available to all of your learners.

To restrict a specific course to specific groups of learners:

  1. Go to the Academy page in Lounge.

  2. Click the relevant course.

  3. Click "Edit".

  4. Under "Settings | Access", choose "Restricted".

  5. Apply the relevant groups.

  6. Save the course.

Note: You can also add groups that are not yet assigned to a specific set of learners. This allows you to plan your courses and their segmentation accordingly, regardless of whether you've already added learners to those specific groups.

Another note: There's also a way to assign learners to groups using our SDK directly. Documentation on that coming soon!

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