These concepts structure your entire participant journey. A sound understanding of their role will help you avoid mistakes and make all your subsequent configurations easier.
Categories: structuring journeys
The registration category is the starting point. It is what defines the individual participant journey :
registration form,
confirmation email,
badge,
paid or unpaid access,
moderation, etc.
Each participant type should have its own category whenever their journey differs (ex: VIP, Visitor, Exhibitor…). It is also at the category level that you will first be able to manage access to your physical or digital accreditations.
Populations: grouping logically
A population is a grouping of several similar categories. It is useful for organizing your participants and enabling certain advanced features, notably :
Statistics: reports can be filtered by population.
Networking: matching rules are defined at the population level.
Example: all visitors can contact all exhibitors, regardless of their categories.Lead exports: only exhibitor populations allow a participant to retrieve the leads generated by themselves and their collaborators (holders of exhibitor badges).
⚠️ Warning: a population does not allow you to restrict a page, a session or an email. For that, use a segment.
Segments: target and filter
A segment is a dynamic filter, based on real data (category, behavior, form responses…). It is the tool you will use to :
restrict access to a page,
target an email campaign,
create custom exports.
etc.
Segments are your operational lever for all conditional actions within the platform.
Element | Purpose | Used for… |
Category | Define a registration journey | Forms, emails, badges and accreditations |
Population | Group similar categories | Statistics, networking, leads |
Segment | Dynamically target based on data | Emails, site and exports |