Groups (segments)

Groups (Segments)

If-So allows you to Segment users into groups based on the dynamic version displayed to them. You can then create a “Groups” condition to display dynamic content to users who are part of the group.

In this article: About the groups in If-So | Creating a New Group | How to Add and Remove Users from a Group | The Groups Condition

What is the “Groups” condition?

The “Groups” condition allows you to pre-define groups (segments) of users so that you can display groups-based content. Adding or removing users from these groups is done based on the dynamic versions the user has seen.

Examples:

  • If a user arrives at the site from a Facebook Campaign targeted to women only, you can create a group called “Females” and add her to the group. You can then set another trigger placed in another location on your website and set a  groups=female condition to display content targeted to women.
  • If a user arrives at the site from a Facebook Campaign targeted to women only, you can create a group called “Females” and add her to the group. You can then set another trigger placed in another location on your website and set a groups=female condition to display content targeted to women.

How to Set Up Groups-Based Content

Setting up groups-based content requires three simple steps:

  1. Create the group
  2. Set up the conditions to add (or remove) users from the group
  3. Set up group-based content

Step 1: Creating a new group

  1. On your WordPress dashboard, go to “If>So → Groups
  2. Enter the desired name for your new group.
  3. Click “Create New Group” 
  4. Once the group is created, its name will be displayed in a list.

Step 2: Adding (or removing) users from a group

Once you have created at least one group, you will have the ability to add or remove users in that particular group based on certain conditions and triggers. 

You can find the option to add or remove users from a group just below the dynamic versions’ conditions. Simply click the “Groups” option and specify when to add a user to a group when the condition is met, remove them from other groups, or both.

Step 3: Setting up group-based content

  1. On your WordPress dashboard, go to “If>So → Add New Trigger.
  2. Click “Select a condition” and select “Groups.
  3. Select an operator (“Group is” or “Group is not”)
  4. In the content field, specify the content to be displayed if a user is part of the group.
  5. In the default content field, specify the content to be displayed if the user is not part of the group.
  6. Click “Publish” and paste the shortcode generated by If-So to your website.
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