📋 What Are Segments?
Segments allow you to group products, journeys, files, and community spaces together and manage access at a higher level.
Instead of granting access to each item individually, you can:
Add items to a Segment
Add users to that Segment
Manage everything from one place
When you update a Segment, changes automatically apply to all users inside it.
Segments are ideal for:
Membership tiers
Coaching cohorts
Client groups
Internal teams
Bundled offers
🔀 How Segments Differ from Collections
Collections and Segments serve different purposes.
Collections
Organize content into a single structured table of contents
Present pages and products inside one unified experience
Ideal for a traditional "membership portal" layout
Segments
Control access across the entire workspace
Can include multiple Collections
Can include journeys
Can include files
Can include community spaces
Do not change how content is displayed — only who can access it
Use a Collection when you want a structured content experience.
Use a Segment when you want to manage audience access across multiple assets.
🛠️ How to Create a Segment
Go to Users in the sidebar
Click the SEGMENTS tab
Click the + button in the top-right corner
Enter a name and optional description
Click Create Segment
Once created, you'll see the segment detail page with tabs for INFO, PRODUCTS, JOURNEYS, FILES, USERS, and SPACES.
📦 Adding Products, Journeys, Files, and Spaces
After creating a Segment:
Open the Segment
Click into the PRODUCTS tab to select products or collections to include
Click into the JOURNEYS tab to add journeys
Click into the FILES tab to include files
Click into the SPACES tab to view community spaces targeted to this segment
Any item added to the Segment will automatically be granted to users inside the Segment.
👥 Adding Users to a Segment
Open the Segment
Go to the USERS tab
Click the + button
Select users
⚠️ Important: Users immediately inherit access to all items in the Segment, and will correspondingly receive any access email notifications for any content they are gaining access to (provided the notifications are enabled).
🔗 How Access Inheritance Works
Access flows from the Segment down to the items.
Add a product to a Segment → All users in that Segment gain access
Remove a product → Access is removed from all users
Add a new user → They inherit all included items automatically
This eliminates manual access management.
You do not need to update users individually after the Segment is configured.
🎯 Using Segments for Memberships & Cohorts
Segments unlock flexible membership models.
Examples:
Tiered Membership
Bronze Segment
Silver Segment
Platinum Segment
Each Segment can include:
Different products
Different journeys
Exclusive files
Coaching Cohorts
Cohort January 2026
Cohort March 2026
Grant cohort-specific journeys and resources.
Agency Clients
Client A Segment
Client B Segment
Keep client materials fully separated.
📝 Controlling Post Visibility by Segment
When creating or editing a post:
Select Custom Access
Choose By Segment
Select the Segment(s)
Only users inside that Segment will see the post.
👤 Where Segments Appear on the User Record
Segments are visible on the user's profile inside the admin under the GENERAL tab.
This allows you to:
See which audience group a user belongs to
Quickly manage access changes
Audit membership tiers
✅ Best Practices
Use Collections to structure content
Use Segments to control access
Keep naming consistent (e.g., "Platinum Members" vs "Platinum Tier")
Avoid duplicating access at both the Segment and product level