How to Manage Segments in LMS: Create, Filter & Analyze Learners

How to Create & Manage Learner Segments?

Learner Segments allows you to group learners based on specific criteria, making it easier to send targeted communications, track progress, and personalize their learning experience.


By creating and managing segments, you can organise your audience according to attributes like enrolment status, course progress, location, or custom fields.

This not only streamlines communication but also ensures that learners receive relevant updates tailored to their needs.

Effective use of segments helps you improve engagement, boost participation, and deliver a more personalized learning journey for every learner.


InfoThrough this documentation, we will guide you on how you can manage your segments and group the learners efficiently and effectively.

Let’s get started. 🚀

Navigation

To access Learner Segments in Edmingle, Go to Marketing and click on Segments. 

AlertCarefully follow the instructions below that will guide you on how to navigate to the “Segments” section in your organization’s learning platform.


Click on the “Marketing” dropdown to unwrap it, then click on the “Segments” option.

How to Create a New Segment

Carefully follow the instructions below that will guide you on how to navigate to the “ Create a New Segments” section in your organization’s learning platform.


Click on the ‘Create New Segment’ button located at the top-right corner of the screen.


 

Sr. No.

Fields

Description

1

Segment Name

Enter a name for your segment. You can refer to marker 1 in the screenshot below for guidance.

2

Short Description

Give a short description for your segment. You can refer to marker 2 in the screenshot below for guidance.

3

Dynamic

Learners are automatically grouped using live filters such as course, batch, or progress. There’s no need for manual updates, segments refresh in real time to always reflect the latest learner data. You can refer to marker 3 in the screenshot below for guidance.

4

Static

You can manually create segments by either selecting learners individually or uploading a CSV file. Unlike live filters, these groups remain fixed and only change when you edit them. You can refer to marker 4 in the screenshot below for guidance.

5

Filtered Learners

It displays the learner data filtered specifically for that segment, allowing you to quickly view only the learners who meet the set criteria. This makes it easier to analyze performance, track progress, and send targeted communications without manually sorting through all learners.


Viewing Learner Data in Segments


  • Each segment displays filtered learner data based on the criteria you selected.

  • This makes it easy to view progress, analyze performance, or send targeted messages without sorting through all learners manually.

  • Once you’ve configured the filters or uploaded learners, click on Save.

  • Your new segment will now appear in the list.

Creating Segments with Filters

The Segments feature allows you to create highly targeted learner groups using multiple filters. You are not limited to just one filter per segment—you can add as many filters as you need, making it possible to create simple or complex segments depending on your requirements.

You currently have access to a wide range of filters such as Sign Up, Learner Status, Enrollment Status, Payment Status, Coupon Used, Course Progress, Certificate, Attendance Percentage, Last Seen, Abandoned Cart, Custom Fields, and Learner Category.

Examples:

Single Filter Segment: Learners who signed up in the last 7 days.
Multi-Filter Segment: Learners who have completed less than 20% of their course AND have a pending payment.
Advanced Segment: Learners who used a coupon code, have not logged in for 15 days, and belong to a specific learner category.

NotesSince you can combine filters in different ways, the number of segments you can create is over 1000. This flexibility ensures you can always target the right group of learners for communication, analysis, or reporting.

Analytical View 


You can also access an analytical view of any segment you’ve created. By clicking on the segment, you’ll be able to see two types of visual reports: a line graph for tracking trends over time and a bar graph for comparing learner data at a glance. These insights make it easier to monitor progress, identify patterns, and measure engagement within the segment. For record-keeping or deeper analysis, you can also export the report and share it with your team.



Info

Please reach out to support@edmingle.com for any queries. We would be happy to help you.

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