Creating and Using a Segment Extension
This article will walk you through how to use a Segment Extension to enhance your segmentation capabilities
A Segment Extension expands our existing segmentation capabilities by enabling you to target more precise lists of users based on their custom event and purchase behavior in the past 365 days. Users are able to create a max of 10 Segment Extensions. Once these extension lists are generated, they can then be included/excluded as a filter in your Segments. When creating a Segment Extension, you can also specify that the list be regenerated once every 24 hours.
Step 1: Navigating to the Segment Extension Section
From the left-hand side of the Dashboard under Engagement, expand the Segments section, and click on Segment Extension. From the Segment Extension table, click the “+ Create New Extension” button at the top right of the table.
Step 2: Name Your Segment Extension
Name your Segment Extension by describing the type of users you intend to filter for. This will ensure that this Extension can be easily and accurately discovered when applying it as a filter in your segment.
Step 3: Choose Your Criteria
Select between a Purchase or Custom Event criteria for targeting. Once you’ve selected the desired event type criteria, choose which Purchased Item or specific Custom Event you’d like to target for your user list. Then choose how many times (more than, less than, or equal to) the user would need to have completed the event, and how many days to look back, up to 365 days.
Event Property Segmentation
To increase targeting precision, select the “Add Property Filters” checkbox. This will enable you to drill down based on the specific properties of your Purchase or Custom Event. We support event property segmentation based on string, numeric, boolean, and time objects.
You can specify whether you want this extension to represent a single snapshot in time, or whether you want this extension to regenerate on a daily basis. Your extension will always begin processing after the initial save. If you would like the extension to be regenerated daily, select the “Regenerate Extension Daily” checkbox and the regeneration will begin processing at around midnight each day in your company’s time zone.
Step 4: Save Your Segment Extension
Once you click “Save”, your extension will begin processing. The length of time it takes to generate your extension depends on how many users you have, how many Custom or Purchase events you’re capturing, and how many days you’re looking back in history.
While your extension is processing, you will see a small animation next to the name of the extension, and the word “Processing” in the “Last Processed” column on the extension list. Note that you will not be able to edit an extension while it is processing.
Step 5: Using Your Extension in a Segment
Once you have created an extension, you can use it as a filter when creating a segment or defining an audience for a Campaign or Canvas. Start by choosing “Braze Segment Extension” from the filter list under the “User Attributes” section.
From the Braze Segment Extension filter list, choose the extension you wish to include/exclude in this Segment.
To view the extension criteria, click the “View Extension Details” link to show the details in a modal popup.
Now you can proceed as usual with creating your segment.