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Create Student Segments

Easily segment students by enrollment, location, schedule, and more, enabling efficient organization and targeted communication.

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Written by Dhwani S
Updated this week

Segment your students into groups, sections on shared characteristics, and filters for easy accessibility and differentiation.
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Create a segment

1. Navigate to the People menu and on the Students page, click on the drop-down menu indicated with the star icon.
2. You have the option of viewing All students, Active students, and Inactive students by default.

πŸ‘‰ Note: β€˜Active students’ are students who have scheduled upcoming future classes and β€˜inactive students’ are students who have completed all classes and have no upcoming ones.

3. Click the Add segment button to add a new segment with different filters.
4. In the sidebar pop-up, type in the Segment name.

πŸ’‘ These filters would help segment students into groups based on similarities, making it easier to classify them.

The filters

  1. Enrollment - Toggle the Enrollment button and search for the subject(s) from the drop-down menu you want the students to segment based on their enrolled subject(s).
    ​For example - Audrey wants to segment students only in math class, so by selecting the same, all of the students enrolled in math subjects would be shown on the student list.
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  2. Location - Toggle the button, select a Location(s), and segment students based on your selection to display all students from that location on your list.
    ​For example - Audrey only wants to see students from Dubai, so by selecting the same, all the students from the location of Dubai would be seen on her student list.
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  3. Schedule - Toggle the button for the same and choose a timeline from the Calendar icon to segment students who have classes scheduled for the same. Or, select from the default options of Today, Yesterday, Last 7 days, This week, Last 30 days, This month, and All time.
    ​For example - Audrey selects the last 30 days, and all the students that had classes for the same would be displayed on the student list.
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  4. Created on - Toggle the button and select the Calendar icon to narrow down the timeline you want the students to be segmented in. Or, from the drop-down menu, you can select the default options such as Today, Yesterday, Last 7 days, This week, or, Last 30 days to narrow your student list.
    ​For example - Audrey selects the last 7 days and the students who were added during that time will appear on the student list.
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  5. Invoiced - Toggle the button and select the one or multiple subjects that the students have been invoiced for.
    ​For example - Audrey wants to separate students into groups based on whether they have bought math basics subjects. Only the students who have been invoiced for these subjects will be shown altogether.
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  6. Staff - Toggle the button and select one or more staff members to segment students based on their primary staff.
    ​For example - If Audrey selects staff A and staff B, she will be presented with a list of students who have both staff members assigned as their primary staff.

πŸ“£ There is no restriction on selecting one or more filters simultaneously.


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