Segmentation

1. Key Features

  • User Role Selection: Visitors can choose their role (e.g., Employee, Vendor, Department) at the start of their visit.
  • Role-Specific Navigation: The menu and page layout will update automatically to match the selected role.
  • Tailored Content: Users only see content relevant to their selected segment, while some shared content remains visible to all.
  • Dropdown for Switching Roles: A dropdown in the site header allows users to switch segments at any time.
  • Login Support (Optional): Certain content segments can be protected by login using Console or SAML authentication.
  • Usage Tracking: Site administrators can track content engagement by role in Reveal SmartCode dashboard.


2. Detailed Workflow

  1. User arrives on the homepage.
  2. The user is presented with a question asking them to select a role (e.g., “Select Your Department”).
  3. Upon selection, the site updates navigation, images, and content to match the segment.
  4. The learner can directly jump to the Segment if they have the direct URL available
  5. If the segment is access restricted (requires login Console/SAML):
    • The user is redirected to either a Console login or a SAML login page.
    • After successful login, the user returns to see restricted content.
  6. Users can change their segment selection at any time using the dropdown.

3. How to Use It (for Learners)

  • Visit the SmartCode website.
  • At the top, select your role or department from the dropdown.
  • The content will update to reflect your choice.
  • If prompted, log in with your credentials.
  • To switch roles, use the dropdown again at any time.

4. Admin User How To Setup

  • Enable Segmentation: In the SmartCode Admin panel, turn on Segmentation.
  • Add Segments: Create segments like “Employee”, “Vendor”, “HR”, etc.
    • Default is set to 1 segment per site
    • Admin has to raise a request to increase the segment limit
  • Assign Content: Set which pages are available in each segment.
  • Enable/Disable Login:
    • For secured segments, enable Console or SAML login.
  • Enable Dropdown: Make sure the header dropdown is visible (enabled by default).

5. Limitations 

  • A single site can use only one type of login method—Console or SAML.
  • Default setup allows only 1 segment. Admin has to raise a request to increase the segment limit

6. Known Issues 

  • Login feature is not working on EU servers, we will be taking a task to fix this issue.
  • Drop Down to change Segments is currently not available it will be available mid May.

Segmentation ➟