Track Microsite Registrations With a Segment

To see who has registered for your microsite, create a segment that automatically captures all registrants. You can then use this segment to filter the Participants tab or when exporting participant reports.

Create a segment for microsite registrations

You’ll first need to create a segment to add registered participants to if one is not yet set up. To do so:

1. From the left navigation bar, select [Engage] → Data Sources → Segments.

2. In the top-right corner select Add Segment.

3. Give your segment a name and then select Add.

Assign a segment to your registration form

Once your segment is added, you can assign it to the registration form so that any new users who register through your microsite will automatically be assigned to the segment:

1. From the left navigation bar, select [Engage] → Data Sources → Forms.

2. Hover your cursor over the Microsite Registration form and select Edit.

1. In the When the form succeeds section, select the Update user segments drop box and select the segment you created that you want the users added to.

1. Select Update Registration to save your changes.

Moving forward, any new users who register via your microsite form will be automatically added to the segment.

Assign already registered users to your segment

For users who have already registered, you can add them manually by following the instructions below:

1. From the left navigation bar, select [Engage] → Participants.

2. Select the participant you’d like to add to your segment.

3. Scroll down to the Segments section and select Add segment.

4. From the drop list select the segment you’d like to add the user to.

For more information on user segments, see Manage Advocate User Segments.

View which participants registered via your microsite

Once you have your segment in place and users have been added to it, you can view the participants of this segment by using the filtering option on the Participants screen or exporting a report.

Filter participants

1. From the left navigation bar, select [Engage] → Participants.

2. Select Advanced filter.

3. Select Add filter and proceed to fill out the drop boxes to filter to what you’re looking for.

Export a report