Segments
Overview
A Segment is a group of users, grouped by defined criteria, such as user profile properties, and actions taken. For example, a segment can be users who visited a website for the first time in the past 30 days. A more complex segment could be users who live in San Francisco, were acquired via an Instagram campaign in May, and purchased 3 or more times from January to April. Once you’ve identified your target segments, you can create them and start mapping your segments to the corresponding campaigns. You can also analyze segments over time to understand how a segment behaves in response to your marketing initiatives.
The Segment object can be accessed under the Audiences section. From the Segments page users can:
- Access the list of created segments
- Access the segment itself
- Search for the created segment
- Filter the segments
- Create new segments
- Edit created segment names'
- Delete the created segments
- Duplicate the created segments

Creating a Segment from a template
Under the Audiences tab locate and click the Segments object. Once in the object, click on the Create segment button. Select the Source of the segment. By doing so, you will be provided with a list of available templates.

NOTE: You can create multiple Segments simultaneously from templates by clicking on the Create & add one more segment button.
Creating an Event-based Segment from scratch
Under the Audiences tab click and locate the Segments object. Once in the object, click on the Create segment button. Afterward, click on the Create a segment button.

Add a descriptive name for the segment.

Select the corresponding group that will be matching the created segment conditions:
- Users
- Accounts

Select corresponding segment filtering criteria, in this case, Events.

After choosing the Events-based filtering criteria, choose whether the event has been performed or not as well as Recency and Frequency conditions.

Adding a frequency condition
If needed, you can add a frequency condition to the Event-based filter by clicking the Add frequency button. A dropdown will appear with the following selections:
- Exactly
- Greater than
- Less than
- Greater than or exactly
- Less than or exactly
Input the count after the operator has been selected.
Input the Timeframe of after the count by selecting from the dropdown one of the following:
- Minute
- Hour
- Day
- Week
- Month
- Year

Adding a recency condition
If needed, you can add a recency condition to the Event-based filter by clicking the Add recency button. A dropdown will appear with the following selections:
- Before
- After
- Date range
- This
- Last
After the operator has been selected, choose a day or a date range from the calendar.
Input the Timeframe of after the count by selecting from the dropdown one of the following:
- Minute
- Hour
- Day
- Week
- Month
- Year

Creating a Segment-based segment
Under the Audiences tab click and locate the Segments object. Once in the object, click on the Create segment button. Afterward, click on the Create a segment button.

Add a descriptive name for the segment.

Select the corresponding group that will be matching the created segment conditions:
- Users
- Accounts

Select corresponding segment filtering criteria, in this case, Segments.

After choosing the Segments-based filtering criteria, choose whether the user or account is within the Segment or not.

Creating a Metric-based segment
Under the Audiences tab click and locate the Segments object. Once in the object, click on the Create segment button. Afterward, click on the Create a segment button.

Add a descriptive name for the segment.

Select the corresponding group that will be matching the created segment conditions:
- Users
- Accounts

Select corresponding segment filtering criteria, in this case, Metrics.

After choosing the Metrics-based filtering criteria, choose the operator from the following dropdown:
- Exactly
- Greater than
- Less than
- Greater than or exactly
- Less than or exactly
After the operator has been selected, input the value.

Creating an Attribute-based segment
Under the Audiences tab click and locate the Segments object. Once in the object, click on the Create segment button. Afterward, click on the Create a segment button.

Add a descriptive name for the segment.

Select the corresponding group that will be matching the created segment conditions:
- Users
- Accounts

Select corresponding segment filtering criteria, in this case, Attributes.

After choosing the Attribute-based filtering criteria, choose the property from the following dropdown.

Select the operator from the following dropdown list:
- Exactly
- Greater than
- Less than
- Greater than or exactly
- Less than or exactly
After the operator has been selected, input the value.

Segment conditions and formula operators
Operators in the segment editor allow you to define your segment by 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 ANDoperator that will require both segment filtering conditions to be valid. If you put the OR operator here, it would mean that at least one filtering condition is sufficient to assign the user to the segment.

Segment field properties
While creating a segment, you can perform certain actions with the fields, such as:
- Duplicate
- Move above (when 2 or more fields are configured)
- Move below (when 2 or more fields are configured)
- Delete
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.

Segment formula
The Segment formula is very similar to the Event formula - it dynamically displays the segment definition. Letters in blue color show that these filter objects (e.g. A and B and C) are in the brackets and must be prioritized in the formula.

Updated 4 months ago