Skip to main content

Product Segmentation in WebLink

Updated

Table of contents

Overview

Product Segmentation in WebLink allows you to control which courses and events appear in different parts of your storefront. Instead of displaying every available training item, segmentation lets you create targeted catalogs for different audiences, regions, or training programs.

This is particularly useful when the same Administrate environment supports multiple audiences, brands, or product groups.

If you have not yet configured WebLink itself, start with WebLink Overview and Installation.

Why product segmentation matters

Without segmentation, WebLink widgets will typically display all visible training items. In many environments that creates a catalog that is too large or confusing for learners.

Segmentation helps you:

  • show different training catalogs to different audiences
  • separate public and private training
  • create regional catalogs
  • organize product families or training programs

Instead of building one large catalog, segmentation allows multiple storefront pages that each display the appropriate training subset.

How segmentation works

Segmentation normally works by using course or event attributes that the widget can filter against. These attributes might include:

  • product categories
  • course groups
  • custom attributes
  • regional product structures

When the WebLink widget loads, it uses these attributes to determine which courses or events should be displayed.

Portal-level segmentation (core behavior)

In addition to widget filtering, segmentation is enforced at the WebLink Portal level.

Each portal is configured to represent a specific segment of your catalog and acts as a boundary for what can be displayed and purchased.

A portal is typically associated with:

  • Currency — prevents mixed-currency carts
  • Region — ensures correct pricing and company context
  • Brand — controls storefront presentation
  • Product categories or learning categories — defines which training items are available

This means that segmentation is not only controlled by widget filters, but also by how portals are configured.

Important: If a course or event is not available in the portal’s configuration, it will not appear in the storefront—even if widget filters would otherwise include it.

Common segmentation approaches

Category-based segmentation

Courses are organized into categories and the catalog widget is configured to show only specific categories.

This approach works well when your training catalog is already structured around clear product families.

Regional segmentation

Organizations operating in multiple regions may show different training catalogs depending on location.

For example:

  • North American training catalog
  • European training catalog
  • APAC training catalog

Audience segmentation

Some organizations deliver training to different customer groups. Segmentation allows you to show:

  • partner training
  • customer training
  • internal staff training

Each audience can receive its own storefront experience while still being managed within the same Administrate environment.

Using segmentation with catalog widgets

Segmentation is typically applied through widget configuration.

When generating a catalog widget using the WebLink Builder, filters can be applied to limit which products appear.

For example, a catalog page may be configured to show only training items that match a specific category or product group.

For more details on creating the catalog display, see WebLink - Catalog Widget.

Designing your storefront structure

Before implementing segmentation, it is helpful to design the overall storefront structure.

Questions to consider include:

  • Will there be one storefront or multiple storefront pages?
  • Should training be organized by category, audience, or region?
  • Will different product groups require separate landing pages?

Planning the structure in advance avoids the need to rebuild the storefront later.

Testing segmentation

Once segmentation filters are applied, test the catalog carefully.

  1. Load the storefront page.
  2. Confirm the correct courses appear.
  3. Verify that unrelated courses are excluded.
  4. Navigate into the course and event pages.
  5. Confirm the checkout or booking journey still works correctly.

This testing step ensures segmentation does not accidentally hide required training items.

Common issues

Too many courses appear

  • Confirm the widget filters are configured correctly.
  • Confirm the course categories or attributes are applied properly.
  • Confirm the widget configuration is not defaulting to display all courses.

Expected courses do not appear

  • Confirm the course belongs to the correct category or product group.
  • Confirm the widget filter includes the correct attribute.
  • Confirm the training item is visible in WebLink.

For broader storefront troubleshooting see Why Doesn't my Course Display in the WebLink Storefront.

Best practices

  • Keep segmentation rules simple and easy to maintain.
  • Align storefront segmentation with how your training catalog is organized internally.
  • Test every storefront page after making segmentation changes.
  • Document the segmentation rules so future administrators understand the storefront structure.

Related articles