A segment in Intempt Platform is a group of users whose actions taken, actions not taken, or user profile properties match a set of criteria you’ve defined. 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.
# How to Create a Segment
Go to Data and select Segments. Click on “Create Segment”
Type the name segment name and select corresponding segment filtering criteria: by event, attribute or segment.
Pick Has Done/Has Not Done/Count of for an event that has or has not occurred, or is countable.
Select specificc event/segment/attribute.
Choose an appropriate date range.
Choose AND or OR operators.
Click “Save” to create the segment.
# Events inside Segments
Take notice that the segment editor loads event definition once you select it from the criteria filter. You can edit event definition without leaving the segment editor UI. However, you can only edit the selected event definition but not create a new one. If you want to create an event - go to Event editor (opens new window)
# Segment filtering
To streamline the segment creation flow, there is an option to load other (already created) segments inside the segment that is being edited. Use the segment filtering criteria to select the segment option and choose the required audience from the dropdown. Segment definition will automatically apply the specified audience filtering criteria.
# User attributes
You can also use user attributes filtering to target a specific audience. Use the filtering criteria to select the user attribute option and choose required attribute type (e.g., location). Select which field you want to use (e.g., city or state) and enter the specified attribute value (e.g., San Francisco). In this example, the segmentation engine will filter down all the users who live in San Francisco.
# Segment formula
Segment formula is very similar to the event formula - it dinamically displays the segment definition. Letters in blue color shows that these filter objects (e.g. A and B) are in the brackets and must be prioritized in the formula.
# Segment 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.
# Example Segment
For this example we’ll use the “Shopping Cart Abandoners” segment. “Shopping Cart Abandoners” are users who had items in their shopping cart but did not make a purchase.
This is how the segment looks fully configured in Intempt Platform.
Here are the steps to create the following segment:
|1||select corresponding segment filtering criteria||Event|
|2||Select a specific event||Added to Cart|
|3||Choose has done/has not done/ Count of||Has done|
|4||Select recency||at any time/date range|
|4A||Select date range||02-01/02-25|
|6||Segment formula||A and B|
# Sample Segment Templates
|Frequent Buyers||Users who completed at least 5 purchases in the past 6 months||Count of - 5/ greater or equal||Purchase||Date range: 6 months|
|Shopping Cart Abandoners||Users with items in their shopping carts from previous sessions but without any purchases||Has done [and]Has not done||Added to Cart [and] Purchase||Date range: 7 days|
|Coupon Lovers||Users who completed a purchase using a coupon||Count of [and]Has done||Purchase [and]Coupon Used||Date range: 30 days|
|Bargain Hunters||Users who are on the lookout for the best available deals||Has done [and] Has done||Category Sorting: Price: Low to High[and] Page visited ‘/on-sale/||Date range: 6 months|
|One-time shoppers||Single session users who completed a purchase||Count of 1/ greater or equal [and]Count of 1/ equals||Purchase [and] Session per user||Date range: 6 months|