Learn how to segment your content and analyze data insights based on user segments.
A user segment is a set of filter conditions to target a specific user group. There is a standard set of attributes that you can use as default. Additionally, you can enrich user profiles using custom attributes and use these within user segments.
There are 5 steps to be successful:
Create a segmentation concept.
Inform your developers.
Create the attributes.
Create the user segments.
Apply the segments to your content or use them as an analytics filter.
ℹ️ You must have an Administrator or Moderator role to create user segments.
1. Create a segmentation concept
Before creating any segments, we encourage you to develop a coherent logical segmentation concept. You can read our best practices article on segments here.
2. Set up the user profile enrichment - inform your developers
To have segments working with custom attributes, the process flow to enrich the custom attribute with additional information must be set in place.
When you have Userlane integrated with the snippet your developers need to adapt the snippet to share the relevant information with Userlane.
When you have Userlane integrated with the browser extension you will do step 2 & 3 in combination and have the following options
- Your developers need to adapt the SSO (Single Sign-On) integration to share the relevant information with Userlane as described here.
- You import additional attribute values manually as described in this article
There are 3 things that you have to consider:
Send your developers the articles mentioned above about the technical implementation.
Send them your segmentation concept. The concept should include all the data that you want to use.
Ask for the “key” / “name” and “data type” they will use in the implementation. You’ll need this to create or identify the attributes later.
3. Create the attributes
When you have Userlane integrated with the snippet and you got feedback from the developers you can start to create the required attributes now.
When you have Userlane integrated with the browser extension just skip this step since you either have the attributes created automatically or you created them already during the manual user import process.
If you are based in Europe ⇨ Start this Guide to create attributes through an interactive tour. To do this you need to have the information about your “key” / “name” and “data type” from your developers. If based in the US, ⇨ Start this Guide.
4. Create the user segments
After you have created the required attributes you can create user segments. Besides the custom attributes, you can also use behavior based criteria to build your segment. This article explains how to include such criteria, that are available by default in the segmentation builder.
If you are based in Europe ⇨ Start this Guide to learn how to create a segment via Guide. If based in the US, ⇨ Start this Guide.
5. Apply the segments to your content or use them as an analytics filter
Content such as Guides and Announcements become more relevant when you target them for specific user groups only.
Allocate user segments to Guides within the MANAGE section and to Announcements or NPS within ANNOUNCE section in our Portal.
You can also allocate user segments to chapters to bundle targeting for a group of Guides within the Assistant
All analytics pages can be filtered with user segments. Use user segments to better understand the results and to compare different user groups with each other. It will support you in interpreting the data even more.
Good to know
You can’t delete an attribute or change its data type. However, you can always edit the name and the key of an attribute later.
Sometimes you can save time when you allocate user segments on the chapter level instead of each Guide individually. However, when you offer these Guides also from another channel such as Announcements for example you also need to have the user segment allocated directly to the Guide so that the segment applies.
When you use direct links for a Guide or integrate Guides with the help of JS commands directly into the application then any segment allocated is ignored
If you want to see the profile of a specific user you will find the user when creating a segment with the specific customer user ID. Then open the user profile from within the segmentation builder as described in this article.
It is very common to create a segment to target a user group that should test content before going live. This is especially useful for Announcements and NPS
If you want to target specific pages think about using context-based segmentation via page segments.
