User segmentation
Thoughtfully segmenting users allows you to effectively share content throughout the different areas of your organization. It also gives you the opportunity to tailor the app's layout and design to different sets of users.
Users can be segmented based on existing distinctions within your organization, such as a hierarchy, or temporary distinctions you create for an event or project.
Examples include:
- Organizational structure
- Office location
- Department
- Subject area
- Occupation
- Event
- Project
Refresh offers two types of segmentation, which are accessed on the dashboard: Groups/Teams and User tags.
Groups and Teams (essentially sub-groups) are a hierarchical (tree-like) organizational structure. You control the number of Groups and Teams you create, their labels, and membership. Any given user can only be in one Group, and within that Group, can only be in one Team.
What are Groups and Teams?
Your organization might have chosen different names for "Groups" and "Teams," which were customized for you by the Refresh customer success team.
User tags are common labels you create and assign to users freely. A user may have an unlimited number of these tags.
Assigning users to Groups/Teams and User tags is completely optional. The illustration below depicts the difference between the two.
The dots on the dark lines represent users segmented into Groups and Teams, forming a hierarchy:
- The top user has no Group or Team assignment.
- The next row of users has only a Group assignment.
- The last row of users has both a Group and Team assignment.
The dots within the lighter lines represent users segmented by different User tags. Thus, users across the hierarchy can be placed in additional, completely separate segments.
When do I use Groups/Teams vs User tags?
It is recommended to use Groups/Teams for your organization’s most important distinctions, and then use User tags for other various categories.
