How to create segments
Automatically divide your users into groups that meet specific criteria
What are segments?
Segments are dynamic user groups automatically generated based on predefined criteria, which update in real-time as user behaviors and attributes change. This feature simplifies user management, allowing you to efficiently categorize and target audiences without the need for manual updates or constant filtering. By utilizing segments, you can optimize your engagement strategies and ensure communications are personalized and relevant.
Why use segments?
Segments are invaluable for streamlining your workflow and gaining deeper insights into user behavior. By automating the process of grouping contacts, they save time and improve efficiency across marketing, sales, and support functions. Segments ensure that specific user groups receive the most relevant communication, allowing for more targeted and effective outreach. Additionally, they offer powerful analytical insights by highlighting trends within distinct user groups.
For example, you might create a "High-Value Customer" segment to identify individuals who have made multiple purchases or have spent a substantial amount on your products or services. This allows you to focus on nurturing these valuable relationships.
Another advanced use case could be a "VIP Local Shoppers" segment, where you combine several criteria. For example, this segment might include users who are located within a specific geographic area, have made a purchase within the last 30 days, and have interacted with your promotional emails. This kind of segment allows you to deliver highly relevant, location-based offers.
Moreover, when viewing a user's profile, you can easily see which segments they belong to, further enhancing your ability to personalize interactions.
How to create a segment
Go to the "People" section in User.com app.
Click on the filter icon on the right side of the screen.
Choose the filters you want to create a new segment for and apply them.
On the bottom of the right-side menu, click the button "Create segment".
Update Segment name and Segment description.
Here you also set for whom this segment won't be visible among your agents.
Click "Confirm"
That's it! Your segment is going to be visible now:
in "Segments" dropdown in the "People" section,
in "Segment" module in automation,
in filters in "Cached results" section.