One of the sections in the User Segmentation is Behavioral Data. This group of parameters is based on the User activity related to Userlane in general (First Time, Last Time Active) or on their Guide interaction. You can use this data to create segments that target specific groups of users.
In this article, we will explain how each of the three settings works and share some examples.
Behavioral Data secton of the Segment dropdown
First Time Active parameter
The User segment option allows you to filter your Users based on the first time they have contact with Userlane in your application. Userlane marks that initial contact as the “First Time Active” time value.
Using a segmentation based on the First Time Active allows you to target Users who are active since or for a specific time period.
Here are all the options available for the First Time Active segment parameter:
Below, we will explain the options in detail.
Relative time frames
As the name suggests, these parameters are relative to the current time, looking backward or forward from now. And because it is relative it will adjust every day and apply the selected rule relative to the current day.
From…to…
This setting will look at what is the time difference between today and the selected time and allows you to select more than a one-day time frame.
You will notice that by selecting different options, the time scale at the bottom of the window will change to illustrate the logic behind the selected option.
Example:
You want to show an Announcement to Users who were activated between 7 and 10 days ago.
We select the option from a past time - to a past time. We add the days in the fields.
To illustrate it in a user-friendly way, the time scale below will update with the data you selected.
The option exactly
It is also possible to use a setting that will trigger the segment to a User whose First Time Active setting matches an exact day (or a day in the past) instead of a time span. Content segmented with this option will only show for one day to a user, the day that exactly matched the selected time.
Example:
You want to show an Announcement that will congratulate on the first week of the User in the application and promote a Guide that is linked to it.
This Announcement should only show exactly on the 7th day after the first time active. For this, select the option in the past and enter 7 in the day field.
Absolute time frames
This setting allows selecting an exact calendar date or date span on which a User was seen for the first time.
After, on, before
These settings will filter the Users based on the First Time Active time that was after, on, or before a specific calendar day.
After and before take any time starting from that date forward or backward accordingly. On will only show to Users who were First Time Active on that specific date.
Example:
You want to inform your older Users about a change in one of your processes depicted in one of the Guides. That change will happen on 01.12 and you would like all of the Users who were active before that date to see an Announcement informing about the change and promoting the new Guide.
You select the option before and set the date to 01.12. This will include only the Users who were first time active before that date.
The settings: is unknown and has any value
These settings should not be used for segmentation purposes but can be utilized when using the Segment to look for Users who have that value unspecified.
Last Time Active parameter
The "last time active" parameter is based on the date that the User was last time detected by Userlane. This time is updated to the current date every time the User is logging in. You can assume that this setting is always showing the current date while the user is logged in or the date in the past when they were last active.
The settings look similar to the ones we have in the First Time Active option. Here, due to the date being updated every time new, only the absolute filter is relevant.
Absolute time frames
This setting allows selecting an exact calendar date or date span on which a User was seen for the first time.
On, after, before
You can filter the Users so the content is shown for Users that are last time active on a specific day (on) and the Content will only be shown on that date.
By using before and after, you will make sure that Users who are active before or after a specific date will not be included in the segment. Because of the nature of this logic, you should only use this setting with current and future calendar dates.
Example:
You want to show a Guide to users who are active (Last Time Active) up until 31.12 because on that day the process will no longer be available in your application.
Select the option before 31.12 as the Users who are active later should not see the Guide anymore.
Guide interaction
This is a very useful segmentation option that will filter the Users based on their interaction with the available Guides. It can be utilized to animate the User to complete Guides in a specific order by making them available one by one.
The first part of this setup determines the interaction logic and is followed by the Guide it applies to.
These are the options available in this section:
Started, not started
This parameter focuses on the very act of starting a Guide. The segment will show only Users who started the selected Guide or have not initiated it yet at all (not started).
Example:
You want to create an Announcement to promote the Guide Welcome to Userlane to the Users who have not started it yet. For this, you will need a segment that would target that specific group.
In order to achieve this, you select not started and then the Guide.
Completed, not completed
These settings create a segment based on the fact that a Guide has been completed or not. It does not check if a Guide was started.
You may use this setting to let Users complete Guides in a given order.
Example:
In your processes, the User needs to complete one of the tasks before they are able to complete another one. Both tasks are depicted in the Guides Userlane 2 and Userlane 3 accordingly. The prerequisite for the second Guide to be completed is that the first process was successfully finished.
In order to achieve this, you will need to create a segment of Users who completed the Guide Userlane 2 first.
Use the option completed and add the Guide that it refers to.
