Could someone help me with some tips on how to identify a specific segment of users of a product who are members of the community? Currently I need to extract the list of community members and the list of users and compare them which is very manual and time consuming. Is there any more practical way of obtaining this information accurately?
Thank you!
I recommend custom user roles. These would enable you to then use the user Segments feature and other permission based features.
- Create a custom role for the product
- Pull your list(s) of users
- Add custom role to community users who use that product
- I would automate this via the API using a tool like Zapier or whatever RPA tool your company has. For example, a simple automation might be:
- New row in google sheets / excel
- Find user via email
- Add custom role (if user is found)
- I would automate this via the API using a tool like Zapier or whatever RPA tool your company has. For example, a simple automation might be:
- Setup regular cadence for updating this
- look to fully automate somehow
- In the interim, repeat your steps 2 and 3 weekly/monthly
I have two customer segments: buyers and sellers, and I need to ensure that they are identified by email whether they are registered as buyers or sellers on the platform.
We use custom roles, like
In a past community, we used Zapier to assign them.
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