What You Will Need

  1. A private Searchie Hub populated with Hub sections

  2. A very good understanding of Segments

  3. A Zapier account

  4. An assessment form that integrates with Zapier: we recommend Typeform

Step 1 - Understand the use case

One of the best ways to reduce content overwhelm for your members is to tailor the content that they have access to. Think of this like using your own content create a Netflix-style recommendation experience for your members. Depending on what your members are looking to focus on, that's the content they see in their Hub.

There are a few elements we need to use to personalize content for each audience member through the submission of an onboarding assessment. They are:

  • Searchie Hubs: Holds the personalized content in Hub Sections.

  • Audience Segments: Used to restrict Hub section visibility.

  • Audience Tags: Ensure that your audience will see what they've selected to see.

  • Zapier: Application used to pass assessment form information into Searchie.

  • Assessment Form: A form that your audience will fill out to trigger the personalization of their Hub.

Step 2 - Create Audience Tags to use for personalization

From the Audiences tab of your Searchie account, find and click on your own Audience Profile. Once inside your profile, type in your tag's name and click "Add new tag" to create an Audience Tag. Continue this process once you have created all the tags you will need to personalize your Hub.

HINT: If you're looking to streamline this process as much as possible, label your Audience Tags exactly as each option will appear inside of your assessment form.

Step 3 - Create Segments using Audience Tags as filters

With your audience tags created, we now need to create Segments to be able to control content visibility inside your Hub.

Inside the Segments menu of your Searchie account, you will need to create one segment for each audience tag that you created. You can keep these Segments pretty simple with just one filter:

Step 4 - Attach your Segments to your Hub sections

With your Segments created, we now need to attach your Segments to the corresponding Hub sections. For more information on how to attach a Segment to a Hub Section, check out our support article on using Segments to control Hub section visibility.

Inside the Hub that you are personalizing, match each Hub section to the corresponding Segment. For example: All Stage 2 content inside of your Hub should have the "Section Visibility" set to your Stage 2 Segment.

Step 5 - Create a placeholder section to link your assessment form

Inside the Hub that you are personalizing, create a Hub section that will link to your assessment form. We recommend using a Call to Action section (pictured below) as this particular section allows you to highlight the link with any additional text that you want to include.

Once we build out the assessment form in Step 6, we will add the link to this Hub section in Step 8. For now, this section will simply be a placeholder.

Step 6a - Set up your assessment form

Access your assessment application to set up your assessment form. This article will use Typeform, but you can use any platform that integrates with Zapier including Google Forms, TryInteract or Survey Monkey.

We recommend keeping your form simple. The only information you need to collect from your form is:

  1. Your audience member's email. This email can be automatically pulled in from Searchie.

  2. Your audience member's personalization choice. We're essentially setting up this form so that based on how your audience fills out their form, that's the information we're tagging them with inside of Searchie.

HINT: To simplify this process, we recommend using a multiple choice format answers that are identical to the audience tags that we created in Step 2.

Step 6b - OPTIONAL - Automatically collect audience emails in the assessment

To avoid emails being misspelled, we highly recommend setting up your assessment from to automatically collect your audiences' emails from Searchie Hubs. For more information on adding an email as a hidden field in Typeform, check out this Typeform support document. This step is optional - you can skip it and simply add an email question to your assessment form.

Inside your Typeform editor, access the "Advanced" menu under "Logic" and click on "Hidden Fields".

Once you're inside the "Hidden Fields" menu, add email as a hidden field by creating a new field and typing in "@email".

This hidden field will now appear at the end of your Typeform link when you go to share it.

Step 7 - Add your assessment link to your Hub

Now that your assessment form has been created, we can add the link to our placeholder Hub section that we created in Step 5.

Inside your Hub editor, access the Hub section that will link to your assessment. Be sure that your section's "Link" is set to "External Link". Inside the URL block, paste in your assessment link.

OPTIONAL: If you added the email field to your form link in Step 6b, you can now connect your Searchie audience's email by selecting "User Email" from the dropdown menu. The link should be formatted as pictured below:

Step 8 - Fill out your assessment form

Once you've connected your assessment link inside of your Searchie Hub, click on the link inside the Hub to fill the form out. Although it seems simple, this step is essential and cannot be skipped. Filling out your form will provide you with test data that we can then test our Zap with.

Step 9 - Create your Zap workflow

Now that all of our other personalization elements have been set up, we can connect your assessment form to Searchie with Zapier.

Access your Zapier dashboard to start by creating your workflow. Replicate the image below to connect your assessment form platform to Searchie. Your workflow will be used to connect "Typeform" to "Searchie" so that when a "New Entry" happens, we use the assessment information to "Add Audience Tag" in Searchie".

Once you've set up your workflow, click "Try it" to be taken to your Zap Editor.

Step 10a - Fill out your Zap Trigger

The first part of your Zap is the "Trigger". This is where we will fill out the information that we want to start the Zap.

Choose your assessment form application (Typeform in this case) and set your "Trigger Event" to be "New Entry" or your application's equivalent. Click "Continue" once you're happy with your selection.

Sign into your account. Click "Continue" to proceed to the next part of the Zap Trigger.

Now that your account has been added, select the "Form" that you are using for your Hub assessment. Click "Continue" to proceed.

Now that we've added all the information we need from Typeform, Zapier will "Test trigger" to confirm that this first part of the Zap is set up correctly to receive data.

Step 10b - Fill out your Zap Action

The second part of your Zap is the "Action". This is where we will fill out where we want the information captured in the "Trigger" part of the Zap to go.

Choose Searchie as your application and set your "Action Event" to be "Add Audience Tag". Click "Continue" once you've made both selections.

After selecting Searchie as your application, you will now sign into your Searchie account that you are using for this process. Click "Continue" once you've added your account successfully.

Once you are signed in, we can now set up the Zap Action. Under "Audience" select "Email". This step ensures that the Audience Tag is added to whatever email is connected to it from the form response.

In addition to filling out the "Audience" field, we also need to fill out the "Tags" field. Toggle to the "Custom" dropdown inside of "Tags" and find the question that you created in Step 6a. This step ensures that based on how your audience responded to the assessment question, that is the Audience Tag that is attached to their email.

HINT: You may need to click "Show all options" if you don't see the question appear in the initial dropdown list.

At this point, our Zap is pretty much done! 🎉

Just like we tested our Zap Trigger, you will now need to test your Zap Action. This is why Step 8 is so important: without any test data, your Zap will not work.

After testing your Zap, the only thing left to do is to ...

... That's right. Turn on the Zap ;)

With that, your Hub personalization is complete:

  • You've built a Hub and added Hub sections that will personalize your audience experience

  • You've created and filled out an assessment form to trigger the Hub personalization

  • You've created a Zap to pass information from your assessment form to your Searchie account

What You Can Do Now

  1. Control the visibility of Hub menu items using the Segments you created

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