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:
- Click the Segments icon in the left pane.
- Click Create.
- Enter a name for your segment.
- Select your desired Rule from the Rules list.
- Once you finish selecting all your Rules.
- Click Save.
The newly created segment can be used in Audience section of Engagements.
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.
To edit existing segment:
- Click the Segments icon.
- Click the Edit icon for the required segment.
- Edit the segment and click Save.
Click the Delete icon to delete the segment.
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