What is Segmentation?

Segmentation is a feature that helps you to create end-user segments or groups. These segments are used throughout UserGuiding to filter users and target them for guides, hotspots, and checklists.

If a visitor meets all rules of a segment, they will be included in that segment which is used for targeting a guide or, etc.

With Segmentation, you can set the right coupling and make sure your guides are visible for the right audience.

You can set user segments to guides, hotspots, checklists, help centers, and NPS.

 How to Create User Segments - Video Tutorial

How to create a Segment?

To create a segment, find the Segmentation Tab in UserGuiding dashboard and when you arrive Segmentation page click on +NEW SEGMENT button.

     

Alternatively:

Within their settings page, each guide, hotspot, etc. has an Audience Segmentation tab where existing segments can be used to target users or a new segment can be created on the fly.

While creating a new segment:

  1. Give your segment a distinct name which makes it easy to recognize.
  2. Open the dropdown menu and select a property.
  3. Decide on a rule and a value that both will condition which users are targeted based on selected property.

You can see from the below image what an example segment will look like:

     

What are Segmentation Properties and Rules?

As you know, throughout a user’s browser session, certain information accumulates inside their browser history that is easy to keep track of.

Thus, any data that can be tracked from one’s browser session passed through your code snippet (container JS code) can be used as a segmentation property. 

To create a base, UserGuiding provides you 5 different segmentation properties. If you open the dropdown list, you see the following properties:

  • Visited Page: Pages that users have visited during their unique browser session.
  • Cookies: Cookies that can be found on users' browser history.
  • Language: Browser Language of users.
  • Referrer URL: URL of the page which a user visits right before visiting the targeting page of the segmented guide.
  • Guide: Guides they’ve interacted with.

In the example below, you can see the rules for the Visited Page. By typing down a value -a complete URL of a page or a partial URL-, you can segment users based on the pages they've visited.

    

Segmentation Rules:

Segmentation rules utilize the data which is stored in an end-user's browser session to condition which users are targeted.

They vary according to the property you'd go for. 

  • For instance, if you select Guide as the property, the conditioning rule can be "not seen", meaning, users who've not yet seen X(guide name) constitute this segment.   
  • As another example, you can review the following image of a segment that is set to a group of end-users whose Browser Language is Belarusian. Here we use the rule is.

         

How to create new segment properties?

If you need different properties from the predefined ones to create the right user segment for your guides, you can always create a Custom Segment.

To create custom segments, first we need to create custom properties. Custom properties called Custom Attributes in UserGuiding.

To learn how to create a custom attribute, go ahead and check out the below article:

Creating Custom Attributes

    

Related Articles:
Creating Segments
What is Custom Attribute?
Creating Custom Attributes

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