Grouping Users by Segments
With the Segments feature, you can group users based on pre-defined criteria where users that match the criteria - both existing and new users - are automatically added to the segment.
This can be very useful, as an example, for segmenting specific users you want to invite first on product launch (e.g. users from the US and CA with 10 referrals or more), or perhaps to automatically trigger a follow-up email to that particular segment, X days from their last referral activity - whatever your use case for it might be.
Looking for a way to manually group users without having to pre-define criteria? Use Tags instead as detailed here: Grouping Your Users By Tags
How to create a segment
A segment is created by using the search filter in the Users page to define criteria for users you want to automatically get added to the segment.
In particular:
1.) In your project dashboard, go to Users > All users
2.) Click on the Filter button and set the conditions you want users to match for them to be added to the segment, then Apply Filter.
3.) Once the filter is applied, click on save as segment.
If there are existing users that matched the filter, they're automatically added to the segment. If no user matched the filter, the segment is automatically populated once a new or existing user matches the conditions.
4.) You can set a short, descriptive Name for this new segment, and have the option to have it shown on the project's sidebar navigation under the Users menu for easy access.
How users are automatically added/removed from a segment
Users are automatically added to the segment when any change in their data makes them match the segment's pre-defined filter conditions.
- For new users: if they matched the filter criteria, they're added to the segment.
- For existing users: if there was any change in their data (e.g. user got tagged with X) that makes them match the filter criteria, they're added to the segment.
Users are automatically removed from the segment once there's a change in their data that makes them no longer match the segment criteria.
Removed users can still be readded once they match the segment criteria again.
How to view/edit/delete a segment
if you've enabled the "Show in sidebar?" option when creating the segment, you'll find the segment name listed under the Users navigation on your project dashboard.
Clicking "clear filters" while viewing a segment will direct you back to the All users page. It will not delete or alter your segment in any way.
You can view all segments you've created so far under Users > Segments.
Here on the Segments page you can navigate to each segment by clicking on their users count. You can also Edit or Delete segments from here.
- Editing a segment allows you to change the segment name and enable/disable the "Show in sidebar?" option for it.
- Deleting a segment will permanently remove that segment from your project. Users in that segment will not be affected and are simply removed from that deleted segment.