Segmentation options

• How do contexts work?

  Contexts allow you to apply a first level of segmentation to your audience, with infinite possibilities. When creating a context, you can define its type and whether or not to use Poool's native groups. If you don't use native segmentation, your readers will be gathered by default into an "All users" group or into custom groups. Available context types The default context The default context allows you to address all of your readers. As its name suggests, it is created by default by PoFeatured

• How to set up an advanced context with multiple custom values?

  Thanks to contexts, you can personalize the message addressed to your readers based on their browsing behavior. Various types of contexts are available in your Dashboard, all of which are described in this article. The custom context allows you to use any data set in the code of your pages. We now offer the option to independently activate segmentation with multiple custom values sent in your configuration via the Dashboard. By combining different values, you can easily refine your context andSome readers

• What are the available audience segments in Poool Access?

  In addition to context-based segmentation, Poool offers the ability to segment your audience with two types of groups: Custom groups Native segments But what is the difference between the two? [](https://downloads.intercomcdn.com/i/o/776632559/2189becf75ac09df56540c5b/screenshot-dashboard.poool.fr-2023.07.03-16_07_26.png?expires=1773413100&signature=9f7a29497a1718b65Few readers

• How to set up native segments available in Poool Access?

  In your Poool Access tool, you can enable Poool's native segmentation. This allows us to offer you both interesting engagement segments and key insights to help you define your strategy. || 💡 Enabling Poool's native segments requires the integration of the Audit.js script. Find more information about this in our technical documentation. Available engagement groups In the scenario section, when you select the "Use engagement groups" option [![](https://storage.crisp.chat/users/helpdesk/websSome readers

• How do I create a custom group?

  Your Poool tool offers the ability to use your own data in a simple way, in order to use segments different from those natively available in our platform. ||| This configuration requires your technical team's intervention. Creating a custom group in the Dashboard To create a custom group, within your context, click on [Create a group]. A window will appear for you to enter the group name ("Old subscriber" inSome readers

• How can I use toggle groups?

  The "toggle group" feature allows you to automatically move a reader from one cohort to another as soon as they have activated a widget. Switching from one group to another requires no technical intervention in this case. ||| This feature is only available on widgets that require a user action to unlock the article. On which widgets is the toggle group option available? The toggle group option is available on widgets that require a concrete action from the reader, such as answering a qFew readers

• How are the settings prioritized in a user's journey?

  As you already know, you can set up a wide variety of actions via the Dashboard - triggers, Cookie Wall with Alternative, scenarios... So, how does the Dashboard prioritize actions in the user journey when you have multiple set up? What's the logic behind it? Well, you're in the right place to discover all! Priority of actions within the Dashboard The order of action priority can be summarized very simply: || Trigger > Cookie Wall with alternative > Scenario This works as a funnel, goingPopular

Scenarios in Poool Access

• What are the actions available?

  To configure your different Poool scenarios, you need to choose which action to offer the reader. 9 different widgets are available: Here's an overview of each of these widgets! Non-blocking widgets Possible use cases: metered journeys, unlocking for a specific segment... Auto unlock When the user arrives on the article, the content is automatically uFeatured

• How do I create a scenario?

  Your Poool Dashboard allows you to edit engagement scenarios based on your targeting options (context and group). You can create a scenario by clicking on "Create a scenario" to the right of each relevant segment or group. Within your context, choose the group (native group, custom segment or all users) to which the configuration will be applied. Choosing the scenario type ![](https://storage.crisp.chat/users/helpdesk/website/-/5/f/5/0/5f50f52b22503800/screenshot-2026-03-20-at-16044Some readers

• How to configure the action in case of no consent?

  To enter a scenario, the reader of your media must have given their consent. This way, the personalization of their journey will be applied, according to the rules defined in the Dashboard. But what happens when the user does not give their consent (CMP refusal)? Two possible options: They will be blocked by a default paywall. The good news is that you can configure this action (modify the action type and its appearance) directly in the Dashboard 🎉. If you are using Poool's "Cookie Wall wFew readers

A/B tests in Poool Access

• How do I create an A/B test with Poool Access?

  In your Poool Access platform, you have the ability to activate A/B tests for each of your reader segments. The goal is to allow you to validate or invalidate a hypothesis, and thus define optimization strategies. With Poool, you can set up these tests in just a few clicks! ||| Currently, the tool offers the ability to test between two versions (scenario A and scenario B). Several test criteria to consider You can test several elements: The offers presented to your readers: which onFeatured

• What methodology should be followed to create A/B tests with Poool Access?

  Want to set up an A/B test but don’t know where to start? In this article, we describe the main steps to follow in order to build a solid testing plan. Methodology for building and conducting an A/B Test To optimize your A/B test, it is important to document your process at each stage of your test. The main points are the following: Identifying a problem and formulating a hypothesis to address it Defining the two variants, the duration, and the scope of the test Choosing the KPIs foFew readers

• How do I analyze the results of an A/B test?

  You've launched an A/B test and now want to see the first results? Here are more details on this topic. Displaying statistics In the Statistics tab of the Dashboard, you can get a visual overview of the results of your ongoing A/B tests at any time. To do this, simply filter the statistics by selecting the context, the group, and then the scenario on which an A/B test is running, and enable the following field: ![](https://downloads.intercomcdn.com/i/o/1176559579/0ddb29e9ae70e33da129f351/dFew readers

Triggers

• How can I set up triggers?

  A trigger allows you to configure a unique action based on the source of your readers. It can address two needs: offering an article unlock for a user coming from an identified source, or on the contrary blocking them with a subscription wall. ||| The trigger feature allows you to configure a single action, based on the source. If you want to apply a multi-step journey based on the user's origin, you will need to use a custom context. Creating a trigger When creating a trigger, define a vFew readers

Forms

• How do I create a form with Poool Access?

  Using a form in a scenario is done in two steps: Create a form in the dedicated section of the Dashboard Set up a "Form" widget in a scenario Just like with advanced appearances, you can build your forms using components. Go to the "Forms" section in the Dashboard menu, and choose [Create a form] to access the form builder. You then have the choice between starting from a template or creating your form from scratch. Our video tutorial ${frame}[](https://www.youtube.com/embed/iOyiZQ8aFew readers

• How to retrieve data collected via the "Form" widget?

  If you are using the Poool Form widget, you need to implement a data retrieval logic. Nothing is stored in the Dashboard. To achieve this, we offer three main options: Zapier Integration We provide a connection with Zapier, allowing you to send data to your own system. [](https://downloads.intercomcdn.com/i/o/1059526597/a9cf19765b7af3ec8c3d620c/image.png?expires=177333Few readers

• How do I create a Discovery pass?

  The Discovery pass is a widget that allows you to totally open access to your content for a defined duration. This is the perfect opportunity to let readers discover your offers and for you to start building lasting relationships with them! ||| User tracking depends on the _poool cookie. The journey therefore applies to the user browsing on the same device. What will the reader see? The Discovery pass invites a user to enter their email address to get free access to your website for a specFew readers

• How can I connect Poool to Zapier?

  Poool offers you the ability to easily configure third-party integrations with your favorite tools, including Zapier! You can gather all the data collected via a Poool Access widget or a Poool Engage element and transfer it to your own database. When to activate the connection with Zapier? Zapier is useful for retrieving data collected with two Poool Access widgets: Newsletter Widget (retrieves email information) Form Widget (retrieves all information collected in the form fielFew readers

Newsletters & surveys

• How to set up the Newsletter widget in Access?

  The newsletter subscription widget unlocks the article for the user who chooses to subscribe. | The native Poool x Mailchimp connector allows you to send data to your Mailchimp database, without involving your technical team. Configuration in the Dashboard For the setup, choose the Newsletter widget in your scenario, according to the desired journey.Few readers

• How do I generate a data export for Newsletter and survey widgets?

  If you use the Newsletter and/or Survey widgets, you can retrieve the collected information from your Poool Dashboard. Data is collected only for these two types of widgets. For forms, no data is stored on the Poool side, so you must implement your own data retrieval logic. Data export In the Export tab of your Access Dashboard, click on : [](https://downlFew readers

Launch preparation

• Poool Access – Our pre-launch checklist

  First of all, don't forget, our Poool Tag Helper extension is available to make your job easier! You will be able to see all the settings that are applied on your site. Several things to check: Integration The Access.js and Audit.js scripts are implemented on the content pages you want to include in a journey Pages are tagged according to their type: free, premium User consent is includFew readers

• How to use the Tag Helper extension?

  The Tag Helper extension is designed to significantly enhance your experience with Poool services. This article explains how to install it, use it to preview elements, and interpret the essential information it presents. Installation and preview To start, from your dashboard, click on "preview" next to an Access scenario or Engage element, then follow the on-screen instructions to install the extension. [![](https://storage.crisp.chat/users/helpdesk/website/-/a/a/5/6/aa56ba034e997800/6866fFew readers

• How do I test the different steps of a scenario?

  When creating a scenario, you can have an overview of the user experience at any time by using the "Test" function. Go to the scenario section, and select the option '< > Preview'. [](https://downloads.intercomcdn.com/i/o/824250874/1dd2a2468ec5a897ae58f8b7/image.png?expires=1773333000&signature=4ba9cc0ea90b87145c3c1Few readers

• Overview of Poool Access

  You now have access to Poool Access! Ready to get started with your settings? Before you begin, here's an overview of what to expect! Targeting with Access Poool Access offers you several levels of targeting, so you can personalize your journeys as effectively as possible. You can configure each targeting level. User journeys We recommend thinking about the segmSome readers