Organize member populations with structured multi-tier taxonomies including chapters, cohorts, departments, and custom tags.

Member Classifications & Structuring

Overview

The Classification Subsystem (/members/classification) provides multi-dimensional taxonomy tools to categorize and structure diverse member populations. It supports geographic chapters, time-bound cohorts, corporate departments, industry verticals, and flexible custom tags.

Supported Classification Dimensions

Dimension	Description	Common Use Cases
Chapters & Regions	Spatial or geographic groupings.	San Francisco Hub, London Chapter, APAC Region
Cohorts & Batches	Time-bound progression cohorts.	Spring 2026 Batch, Class of '24, Beta Testers
Departments & Units	Organizational or enterprise subdivisions.	Engineering, Product Design, Executive Leadership
Industries & Verticals	Professional domains and sectors.	Healthcare, FinTech, SaaS, Education
Custom Tags	Freeform tags for dynamic segmenting.	Speaker, Mentor, Beta Tester, VIP Sponsor

Creating & Managing Taxonomies

Step 1: Define Taxonomy Schemas

Set dimension names, icon badges, and hierarchical nesting rules (e.g., Parent Region: North America → Child Chapter: New York).

Step 2: Member Assignment Rules

Manual Assignment: Administrators can tag individual member profiles or apply tags during bulk CSV imports.
Self-Selection Onboarding: Allow members to select their chapter or industry during initial registration.
Rule-Based Dynamic Tagging: Automatically assign tags based on user actions (e.g., attending 5 events = Active Attendee tag).

Step 3: Targeted Operations Using Classifications

Segmented Email Broadcasts: Dispatch announcements exclusively to a specific chapter or graduation year.
Restricted Channels: Provision private discussion groups automatically visible only to members with matching cohort tags.
Filtered Analytics: Compare engagement and retention metrics across different departments or regions.

Classifications & Structuring