A segment is a collection of users grouped based on specific criteria or attributes. Segments help in organizing, analyzing, and targeting users effectively for various purposes, such as marketing, customer service, or analytics.

• Uploaded Segments: Created by uploading a CSV file containing user data.
• Custom Segments: Built using defined rules, filters, and conditions.
• Segments from Existing Segments: Created by refining or combining existing segments.

• Attribute-Based Rules: Filter users by attributes like city, phone, or product type.
• Operators: Use conditions such as IS, IS NOT, CONTAINS, etc., for precise filtering.
• Customizable Date Range: Add time-specific filters for activities or data points.
• Preview Functionality: View the filtered users before finalizing the segment.
• Multiple Conditions: Combine multiple rules to create complex and targeted segments.

1. From the side panel, click on Segment.

2. Click on Create a New Segment. The following options will appear:

Upload CSV: Upload your file, and a segment with the file name will be created.

3. Click on the segment to view the data.

You can add contacts:

• In bulk via the Upload File option.
• Individually using the Add Contact button.

4. Assign an agent:

• For the respective segment, you can assign a specific agent.

1. Enter the Segment Name and Description.

2. Under Custom, select:

• Existing Segment Name: For example, "Product File".
• Select Attribute: For example, "Product".
• Operator: Choose "IS", "IS NOT", etc.
• Attribute Response: For example, "EQ".

1. Select Use Custom Attribute and click on the Start button.

2. Fill in the details:

• Segment Name
• Segment Description

3. The following four options are available to customize the segment:

• User Property
• User Activity
• User Behaviour
• Custom

4. Then, select:

• Operator: Choose "IS", "IS NOT", "CONTAINS", etc.
• Attribute Response: For example, "City IS Pune".
• Range: Define the applicable date range.

5. Additional Features:

• Add More: Add more relevant conditions.
• Preview Contacts: Get an overview of the data.

1. Navigate to Settings → Tags and Attributes.

2. Click on Attributes → Add New.

• Example: If the product is of "EQ" and "FO" types:
• Attribute Name: Product
• Attribute Type: Select User Property.
• Variable: (Optional) Save it in a variable if needed.

3. Click Save.