Layers are a powerful way to target your content, based on role, customer code, marketing flag, or countless other criteria.
But did you know you can now apply layers based specifically on a User or Group of Users?
You'll need the feature 'Additional Layer Filters' enabled for your site. Contact us to switch this on for you. |
With the Additional Layer Filters feature enabled, you just need to make sure the setting to enable 'User Group Filtering' is on.
- In the CMS, navigate to Settings → Feature Settings.
- Edit the Additional Layer Filters feature.
- Toggle 'User Group Filtering' on.
- Save & Exit.
Now that your feature is up and running, it's time to create a user group.
- In the CMS, navigate to Users → User Groups.
- Click 'Add New User Group'.
- Give your group a Name and Description and click Save.
- An Options button should now appear near the Save button. Hover over it and select Add Users (we'll talk about importing later).
- In the Add User input box, start typing a user email address. Suggestions will be offered.
- Either select from suggestions, or finish typing the address. When you hit Enter, the user will be added (you can also use the 'Add' button).
- If the email address does not match a user, a 'User not added' message will be returned.
- Repeat for remaining users to be added.
- If you make a mistake, remove the user with the Delete option.
Now let's assign our User Group to a Layer.
- Navigate to Advanced Content → Layers.
- Edit an existing Layer, or Add New Layer.
- Scroll to the User Groups section.
- Click Add User Group (or if you haven't yet created your group, click 'Maintain User Groups' and follow the steps above for "Creating a User Group").
- A dropdown list will appear, containing all existing Groups. Select the one you require.
- Consider the setting "Layer active for all user groups excluding the ones listed above" - tick this if you want the group(s) you just added to act as an exclude (rather than include).
- Click Save & Exit (if you were creating a brand new layer, first scroll back up and enter required Layer info such as Name, Description, Authentication Status).
Import - Can add based on email address, or even UserID (if you get this data from Analytics, for instance). CSV will accept either/both.