Creating a Segment
Your developers have integrated the SDK, and the data from your users has begun pouring in. Now what? It’s time to start segmenting your users.
Segmentation allows you to target users based upon their demographic, behavioral, social, or technical characteristics and actions. Creative and intelligent use of segmentation and messaging automation enables you to seamlessly and easily move your users from install to your KPIs.
In order to build a house, you have to lay the first brick. Let’s create your first segment.
Step 1: Navigating to the Segments Section
On the left-hand side under Engagement click on Segments.
Step 2: Name Your Segment
Name your segment by describing the type of user you intend to filter for. This will ensure that this segment can easily and accurately be the target of multiple campaigns or Canvases to come. Vague segment titles can cause confusion down the line.
Step 3: Choose Your App or Platform
Choose which apps or platforms you’d like to target by either selecting “Include users from all apps” (default) or deselecting that checkbox. You will then have the opportunity to select which apps or platforms you want to include in your segment. For example, if you’d like to send an in-app message to only iOS devices, simply select your iOS app. This will ensure that users who might use both an iOS and an Android device will only receive the message on their iOS device.
Step 4: Add Filters to your Segment
Add at least one filter to your segment as depicted in the image below. You can combine as many filters as you want in order to make your segmentation more specific.
Choosing “OR” for your filters means that your segment will contain users satisfying any combination of one, some, or all of those filters, while “AND” means that users who do not pass that filter will not be included in your segment. This logic can be combined, so that you can segment users who pass one filter “AND” either one of two other filters.
Notice that the statistics on your segment are changing in real time as you add and subtract filters. Keep in mind that these statistics are estimates (+/- 1%) and that the exact segment membership is always calculated before a segment is affected by a message sent in a campaign or Canvas.
Step 5: Save your Segment
Once you’ve clicked “Save” you’re ready to start sending messages to your users!