Segments

    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.


  • Types of Segments
    • 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.

  • Key Features in Segment Creation
    • 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.

  • Creating Segments by Uploading CSV

    • 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.

  • Creating a Segment from an Existing Segment

    • 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".

  • Creating a Custom Segment

    • 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.

  • Creating Custom Attributes

    • 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.



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