Bulk Create User Segments

Bulk Create User Segments

OVERVIEW

If a large number of user segments need to be created, users with the Site Admin role can upload a text (.csv) file to create user segments in bulk.

Use Case Example:

Imagine you are a training manager in a large corporate organization with multiple departments and teams. You have the responsibility of creating user segments in your Pluto LMS to efficiently manage and organize your training initiatives.

For example: You can create segments like 'Sales Team,' 'IT Department,' and 'Marketing Division.' Once you've prepared the file, you can easily upload it in Pluto LMS, and the system will automatically create the user segments for you.

This saves you valuable time and effort allowing you to focus on delivering tailored training content.

FILE FORMAT REQUIRED

You can use the bulk upload template provided below in Excel. All that is required is the User Segment Name you wish to create. 

For example:


BULK CREATE USER SEGMENTS 

Step 1: Click on "Site admin", followed by "User Management", then "Manage user segments."





Step 2: In the "Bulk upload user segments" tab, you can upload your text (.csv) file containing your list of segments. 



If you use a Apple computer ensure that your CSV delimiter is a "," (Comma).
If you are using a Windows computer ensure that your CSV delimiter is a ";" (Semicolon).

Step 3: Once you've uploaded and previewed your file, click "Bulk upload user segments."



Your user segments will then be bulk uploaded and will be listed in the Site user segments tab.



Note: User Segment ID can be added/edited here and is required to bulk add users to user segments.

    • Related Articles

    • Manually Create User Segments

      OVERVIEW User Segments are site-wide groups that users can manually create with the 'Site Admin' role. Allowing you to organize and target specific groups of users within your LMS. USE CASE EXAMPLE: The flexibility to create and manage user segments, ...
    • Bulk Upload Users to Your LMS

      OVERVIEW If you're required to upload multiple users onto your LMS at the same time, you can do this via the Bulk upload tool. This is done through a text (CSV) file. Use Case Example: As a training manager, In a large corporate organization, in the ...
    • Bulk Add Users to User Segments

      OVERVIEW Users with the Site Admin role can add a large number of users to user segments by uploading a text (.csv) file to perform a bulk action. In order to bulk upload users to user segments, these must already have been created on your LMS. Use ...
    • Bulk Create Courses

      OVERVIEW If you need to create a large number of courses, you can upload a text (.csv) file to create courses in bulk. USE CASE EXAMPLE: Bulk creating courses in a Learning Management System (LMS) for internal staff training can be a valuable ...
    • Sync User Segments with Course Groups

      OVERVIEW You can sync site wide User segments with course level groups by adding the "User segment members to group" enrollment method within a specific course. This will allow all members of the specified user segment who enroll for your course to ...