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Gainsight Inc.

Segments

Overview

Segment is a feature that allows you to create different audience/user groups based on common attributes/characteristics. All the rules supported in Engagement are also present in Segment. A segment acts as a pre defined template to select the Audience in an engagement. Once you create and save a Segment, you can easily use this segment in your Audience section of an Engagement. 

Use Case: You wish to send out multiple Engagements to a group of users. You need to manually enter the Email addresses of all the users in each of your engagements. Instead, you can create a segment, and enter the email address only once. You can then use this segment in all the engagements. 

IMPORTANT: You cannot use Segment to filter historical usage data; you should use audience filters for that. For instance, you have triggered an engagement named NPS® Survey, the users will receive the engagement only when they meet all the criteria defined in the segment.

Create a Segment

To create a segment:

  1. Click the Segments icon in the left pane.

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  1. Click Create.
  2. Enter a name for your segment.

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  1. Select your desired Rule from the Rules list. 

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  1. Once you finish selecting all your Rules.
  2.  Click Save.

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The newly created segment can be used in Audience section of Engagements.

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You can also use rules in a Segment. The logic of using rules remains the same as in case of Audience section of Engagements. Click here to learn more.

Edit Segment

To edit existing segment:

  1. Click the Segments icon.
  2. Click the Edit icon for the required segment.
  3. Edit the segment and click Save.

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Click the Delete icon to delete the segment.

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NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld.
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