A user segment defines a specific user group. The user segments can be built using custom attributes. There is a standard set of attributes that you can use: Customer User ID, First Time Active and Last Time Active.
There are 5 steps to add custom attributes:
Create a segmentation concept
Inform your developers
Create the attributes
Create the user segments
Apply the segments to your userlanes
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. Inform your developers
For the segments to work, your developers need to adapt the snippet to share the relevant information with Userlane.
There are 3 things that you have to do:
Send your developers this article 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 the attributes.
3. Create the attributes
Use this userlane to create attributes in your dashboard. To do this you need to have the information about your “key” / “name” and “data type” from your developers.
4. Create the user segments
Use this userlane to create user segments in your dashboard.
5. Apply the segments to your userlanes
Use this userlane to apply your segments to your userlanes.
Good to know
If you want to target specific pages think about using context-based segmentation via page segments.
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.
You can see the custom attributes for each user by clicking on a user in the user overview.
The standard plan includes 5 attributes, 5 user segments and 5 page segments. Reach out to your account manager if you want to use unlimited segmentation.