📕 Personalizing a Hub: Your Step-by-Step Guide

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Guide Purpose

Creating a personalized Hub experience is a powerful way to engage your members with relevant content. Personalization as a strategy works to boost member activation and content retention. Like Netflix uses personalization to show viewers content based on their preferences, you can use Membership.io to create a customized experience that delivers the right content to the right members at the right time.

This guide will walk you through each step required to build personalization into your Hub, providing links to detailed help articles to support you every step of the way.

Table of contents

➡️ Feel free to click on any link to dive deeper into what's being mentioned.

1. Sort your Hub content using Content Tags and Playlists

2. Add your content to your Hub

3. Create Attributes for your members to fill out
4. Build Segments to connect the right people with the right content
5. Apply Segment visibility to your Hub Sections
6. Review and test your personalized Hub

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Part 1 - Sort your Hub content using Content Tags and Playlists

Organize your content into logical categories that your members will identify with.

The foundation of personalization is well-organized content. Before setting up the personalization features, you need to sort your content into clear categories or "buckets" that will be meaningful to your members.

You can organize your content based on different criteria such as:

• Skill or experience level (ex. Beginner, Intermediate, Expert)
• Topic areas or interests (ex. Lighting Mastery, Composition and Design, Food Styling)

🏷️ To get started, create one Content Tag per category, skill level or topic area. Tag corresponding video/audio files with one or more Content Tags. 

After tagging your videos, create one Playlist per Content Tag and automate each Playlist with the corresponding Content Tag.

While organizing your content, keep these best practices in mind:

• One piece of content can have multiple Content Tags and appear in multiple Playlists.
• Use Playlists to create granular organization within broader topics.
• Color-code your content categories to provide visual cues to your members. The example pictured above, you can see that a peach tone is used to help identify what content is part of level 1 out of 5. Each level has a specific colour theme that content from that level shares.

🏅 This is a great opportunity to audit your content and identify any gaps in your library. You might discover you have plenty of advanced content but are missing beginner resources, or have comprehensive coverage of one topic but limited content on another.

Part 2 - Add your content to your hub

Add your tagged Playlists to your Hub.

Your members will not see your newly created Playlists unless you physically place them somewhere like your Content page or any custom Hub page.

Take the time to think through how your members are going to access their personalized content. We recommend really leaning into the personalization aspect in the communication to your members.

Part 3 - Create Attributes for your members to fill out

Ask your members questions that help you understand their preferences and needs.

Attributes are questions your members answer about themselves. These self-identified preferences will determine what content is most relevant to them.

To set up effective attributes:

1. Navigate to the Attributes menu under Members or use the Data page in your account.
2. Create a multiple choice Attribute with options that align with your content organization.

Once created, add this Attribute to your onboarding page so members can select their preferences when they first join. This information will be stored in their profile and can be updated later if their needs change.

Part 4 - Add Segments to connect your members with the right content

Create Member Segments that will serve as the bridge between member preferences and content.

Segments are groups of people that have something in common. Segments act as the "glue" between your content and your people, determining which content is shown to which members based on their self-identified preferences.

You'll use Segments to control who sees what personalization track inside your Hub. The Attribute(s) you created in Part 2 will act as your Segment conditions. You'll need to create one Segment per multiple choice option.

For each option in your Attribute, create a corresponding segment.

1. Find the Hub Section you want to restrict access to and click to open the Visibility menu.
2. Select Personal Details inside the Select Condition dropdown and open the Attributes list.
3. Configure your Segment to include members who selected the first choice.
4. Save your Segments and confirm that you'd like to attach it to your Section(s).
5. Repeat this process for as many choices as you included in your multiple choice Attribute.

For a more in-depth and visual example of how to apply Segment visibility, check out our article on how to use Segments to control Hub Section visibility.

Here's how your Segment should look:

Part 5 - Invite your members

Onboard new members into your newly personalized Hub. 

Once you have everything all set up, take the opportunity to test the member experience to make sure it's working as intended. You can add yourself into your Hub's Members list to preview your Hub as a member.

Congratulations! 👏 You've successfully built a personalized Hub experience. Way to go!