The Take Action by Segment tool is based on the standard Take Action tool, but is more powerful. The Take Action by Segment tool allows you to target different segments of your attendees so you can deliver more personalized and relevant experiences.

Things to Know

• Segments must be created before the tool is set up
• The order of the content matters when an attendee qualifies to see more than one version of the tool - they will be shown the content that is ordered highest. 
• Make sure your event is set up to capture the data your segment is looking for
• A common use case is to show different content based upon attendee registration information.  
  • For example, if you capture attendees’ industry on the registration form, then you can configure this tool so that an attendee in industry X can be shown one tool, while an attendee in industry Y can be shown a different tool.
  • It's important that all registration fields in all your ON24 products are the same, to ensure your segments are shown the correct information and that data is passed correctly.
  • Find more information on registration mapping here.
• Standard Take Action tools saved in the Library can be used in the Take Action by Segment tool, but Take Action by Segment tools cannot be saved to the library.

Set Up

Add the Take Action by Segment tool to the Console in the Console Builder tab of your event, via the Tools Manager. 

Once added, click on the gear icon to open the Configuration, select Personalized Content then click on Add Content.

This tool will be styled just like the standard Take Action tool.

Configure the action, background color, image, and button and text styling. 

You can also use the Add from Library option to choose an existing Take Action tool configuration.

Once the tool is styled, choose which segment will see this version of the tool.

Click on the Select Segment section to see the available choices and check the desired segments.  When you're done, click Save.

Click Add Content to configure another version that you want to target to a different segment.

Click the arrow icons to put the versions in priority order.  

Note: The order of the content matters when an attendee qualifies to see more than one version of the tool - they will be shown the content that is ordered highest. 

You can also use the pencil icon to edit a version, or the trash can to delete a version.

Fallback Option

Click on Fallback Option to set up a version that will be displayed to attendees that do not belong to any of the segments that will see the Personalized Content. 

The fallback option will be set up the same way, except there will not be an option to choose a segment.  

Settings

The Show this tool automatically on the webcast end setting controls whether the tool is available during the webinar (both live and on-demand) or only at the end of the live webinar. 

• Toggle this option ON if you want the tool to automatically appear at the end of the live event
  • When on, this tool will not be available during the live event or when watching the on-demand version 
  • The tool will not show in the Menu Dock
• Leave this option OFF if you want the tool available to the audience during the webcast
  • Attendees can find it in the Menu Dock and will be able to access it whenever they want
  • The tool is available when watching both live and on-demand

Previewing the Tool

To preview the tool from a specific segment's perspective, click on the person icon in the tool, then choose the option you want to preview.

You will also be asked to choose which segment you want to preview the console as when using the Preview URL or icon.

Reporting

Under the Interactions section of the Webcast Intelligence Report, click on Take Action.  The report includes data elements unique to the Take Action by Segment tools.

For each attendee who clicks on the Take Action by Segment tool, the report will provide the following.

• Dynamic Content Column: This column specifies the URL or content type associated with the Take Action tool at the time of the click.
• Segment Column: This column identifies the name of the relevant segment to which the attendee belonged during the interaction with the Take Action tool.