Segments

Overview

A segment is a group of users, grouped by defined criterions, such as user profile properties, 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, purchased 3 or more times from January till 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.

Creating a Segment from a template

Go to "Segmentation" tab and locate the "Segment" product. Once clicked on the product, click on "Add new segment" button.
Select the Source of the segment. By doing so, you will provided with a list of Segment templates. You can select one from the multiple provided templates.
All Sources segment creation templates
JS Source segment creation templates
After clicking "Create segment" the selected Template Segments will be created.

Creating an Event-based Segment from scratch

Go to "Segmentation" tab and locate the "Segment" product. Once clicked on the product, click on "Add new segment" button.
Under Quick create field click on the "Create from scratch" card.
Add a descriptive name for the to be created segment.
Select the corresponding group that will be matching the created segment conditions:
  • Users
  • Accounts
Select corresponding segment filtering criteria, in this case, Events.
The filtering criteria can be searched via the search bar.
After choosing the Events-based filtering criteria, choose whether the event has been performed or not.

Adding 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 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
After clicking the "Create segment" button the segment will be created.

Creating Segment-based segment

Go to "Segmentation" tab and locate the "Segment" product. Once clicked on the product, click on "Add new segment" button.
Under Quick create field click on the "Create from scratch" card.
Add a descriptive name for the to be created segment.
Select the corresponding group that will be matching the created segment conditions:
  • Users
  • Accounts
Select corresponding segment filtering criteria, in this case, Segments.
The filtering criteria can be searched via the search bar.
After choosing the Segments-based filtering criteria, choose whether the action has been taken or not.
After clicking the "Create segment" button the segment will be created.

Creating Metric-based segment

Go to "Segmentation" tab and locate the "Segment" product. Once clicked on the product, click on "Add new segment" button.
Under Quick create field click on the "Create from scratch" card.
Add a descriptive name for the to be created segment.
Select the corresponding group that will be matching the created segment conditions:
  • Users
  • Accounts
Select corresponding segment filtering criteria, in this case, Metrics.
The filtering criteria can be searched via the search bar.
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 select, input the value.
After clicking the "Create segment" button the segment will be created.

Creating Attribute-based segment

Go to "Segmentation" tab and locate the "Segment" product. Once clicked on the product, click on "Add new segment" button.
Under Quick create field click on the "Create from scratch" card.
Add a descriptive name for the to be created segment.
Select the corresponding group that will be matching the created segment conditions:
  • Users
  • Accounts
Select corresponding segment filtering criteria, in this case, Attributes.
The filtering criteria can be searched via the search bar.
After choosing the Attribute-based filtering criteria, choose the event 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 select, input the value.
After clicking the "Create segment" button the segment will be created.

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 a "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 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" button and click on it. A dropdown will appear with the available properties.

Segment formula

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