Go to Segments and select "Create segment".
Select the corresponding group that will be matching the created segment conditions:
Select the event object if you want to base the segment based on the user's specific action.
As the next step, choose whether the event has been performed/ has not been performed.
If needed to define a condition of how frequently the event was done (e.g., event count), select the frequency condition, which will give you these options
- Greater than
- Less than
- Greater than or exactly
- Less than or exactly
Input the event count after the operator has been selected.
If you want to define when the event was performed, select the "Add recency" option. This will give you these options:
- Before (before a specific date)
- After (after a specific date)
- Date range (within a specified date range)
- This (this timeframe, like this month)
- Last (rolling timeframe, like last 7 days)
The timeframe option will depend on the recency option you select (either a specific calendar date or hours/weeks/days if a relative timeframe is selected.
To save time on recreating the same condition in your segment editor, you can select an already-created segment that will automatically load the selected segment conditions. This is useful if you want to create a complex segment with many events and you already have created a few segments that can be reused.
Differently from events, the segments object only allows you to configure if a user/account belongs or does not belong to a segment
You can filter your user base based on any attribute created within the platform. This functionality is useful if you want to group your users or accounts based on specific profile criteria like country, plan, employee count, and similar.
Depending on the attribute type (if it is a number or text based attribute), you will see the following operator options:
- Not equal
- greater than
- less than
- greater than or equal
- less than or equal
- not equal
- defined (if any value exists)
- not define (no values exist)
- containing (does not require exact match)
You are not limited to creating segments based on one object like event or attribute - it allows you to combine events, segments, and attributes within a single segment in any combination you prefer. This gives unlimited ways to group your users with formula operators configured (see the next section).
Operators in the segment editor allow you to define your segment using complex conditions. By clicking on "AND/OR" operators, you can specify how each segment filter relates to the other. For example, if you have selected "purchase" and "add to cart" events, you can create relations with an "AND" operator that will require both segment filtering conditions to be valid. If you put the "OR" operator here, it would mean that any segment condition is sufficient to assign the user to the segment.
While creating a segment, you can perform certain actions with the fields, such as:
- Move above (when 2 or more fields are configured)
- Move below (when 2 or more fields are configured)
To do so, on the right-hand side of the field, locate the Three dots icon and click on it. A dropdown will appear with the available properties.
The Segment formula dynamically displays the segment definition. Each condition within a segment has a letter assigned, and the segment formula allows you to see the overall relations between these conditions. Changing "AND/OR" operators will adjust the formula. The segment formula is useful in reviewing the conditions to ensure that the segment created aligns with your use case - users/accounts will only enter the segment if all conditions in the formula are true.
Updated 7 months ago