Working with segments: Tags and target groups

Working with segments: Tags and target groups

For many events, it will be necessary to divide guests into groups or categories.

In Invitario, you are provided with two options, “Tags” and “Target groups”, for doing so. This will allow you to direct guests to different registration and communication processes, to display target-group specific content in mailings, on event websites and registration forms, and to perform analyses.

There are two options for creating these categories:

  1. Categorising guests with “Tags” :
    Tags act like labels that are assigned to specific guests. This means that guests with the same ‘label’ are automatically allocated to the same category. Tags always have to be assigned manually or by a backend user.
    Click here to learn how to create and assign tags.

  2. Target groups :
    Target groups are created by searching through the entire guest list you want to configure for specific criteria. All of the guests to which the target-group related criteria apply are combined in a target group. Target groups are useful especially if, for example, you want to categorise guests on the basis of the data they enter during the registration process.
    Click here to find out how to create individual target groups.
Difference between tags / target groups: Tags are labels that you will have to actively apply to guests, while guests are automatically assigned to target groups if they meet the relevant criteria. This means that, if a guest, for example, enters information that meets a target group-criteria during the registration process, they will be automatically assigned to that target group.

Categories – i.e. both tags and target groups – are shown for selection in the following elements:

  1. Mailings: In order for an email to be sent out, you will have to select at least one category.
  2. Sessions: Session availability can be limited to specific guest categories.
  3. Forms: You can configure a whole form or specific form fields in such a way that they are only shown to a particular category.
  4. Website: You can configure a content block on a page in such a way that it is only shown to a particular category.
  5. Dynamic contents: You can configure dynamic content blocks in such a way that they are only shown to a particular category.
  6. PDF: You can configure a PDF in such a way that it is only shown to a particular category.
  7. Check-in: If required, a check-in configuration can only show the guests in a particular category or only allow guests from this category to check in.
  8. Ticketing: You can restrict ticket types and payment methods to specific categories.
It is also possible to use tags with target groups: If you want to combine guests with different tags in the same category, you can do so using the “Target groups” tool. You can use any of the tags to create a target group and combine them with other tags and all of the other data fields. This will allow you to, for example, combine guests with the tags “Internal” and “External” in an “Internal & External guests” target group.

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