Segments are used throughout UserGuiding to group end-users and target them for guides, hotspots, checklists, and etc. They are vital for the customization of your onboarding material. Thus, in this article, we'll show you how to create user segments.
Where to start?
- First of all, arrive at panel.userguiding.com
- You can find the Segmentation Tab under the “Customization” section in the left-hand menu.
- Click on it, and go to the Segmentation page where we create our user segments.
- Then, click on the +NEW SEGMENT button.
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.
How to Create Segments?
Here, you'll see a window similar to the one on the image below. This is where we create a new segment.
Notice that we use properties and the conditions designed by rules to create a user segment.
To learn more about Segmentation Properties and Rules, check this article out!
While creating a new segment follow these steps:
- Give your segment a distinct Name which makes it easy to recognize.
- Open the dropdown menu and select a property.
- Decide on a rule and,
- Then, define a value that both will condition which users are targeted based on selected property.
Example for a User Segment
Let's create an example segment by following the above steps. For instance, people coming from a Facebook Ad to our dashboard constitutes a user segment.
You might want to show them a custom guide making sense to their journey so far. That's why, you decide to create a new segment like the one on the image:
Notice that the selected property is Referrer URL, and it is the URL of a page which a user visits right before visiting the targeting page of the segmented guide.
How to create segments with multiple properties?
While creating segments, you can always use more than one property that is conditioned in AND or OR manner.
- Example of a segment with the AND Property Condition:
Above, there is a segment setting for users who visited UserGuidin's customer page AND haven't seen the guide called "My Welcome Guide!".
2. Example of a segment with the OR Property Condition:
Above, there is a segment setting for users whose referrer URL is UserGuidin's login page OR users are designated with a cookie having a value called newsignup.
Either can filter users who've signed up to UserGuiding and visiting the target page for the first time.
How to utilize segments?
If a visitor meets all rules of a segment, they will be included into that segment which is used for targeting a guide.
We use Segmentation to set the right coupling between a user(audience) and an onboarding content.
You can set user segments to guides, hotspots, checklists, help centers and NPS in their Settings page.
Let's set a segment for the guide called "My Welcome Guide".
- Go to the Guide's page, find the guide you want to match with a segment.
- Go to its settings page. You can click on the gear icon like on the image above.
- Here, you'll see that the default segmentation setting is All Users.
- Click on Custom Segmentation to select the suitable user segment from the opening dropdown menu.
Each time you create a new segment, it'll be automatically added to the segment list.
- We'll select the segment we've created above, which is called "Newly signed up Users".
- You can always add more than one segment to a guide if you go for a more precise filtering, or create a new segment on the fly.
We've just matched our welcoming guide with our new users!
- Then, we'll SAVE the final setting of the guide and click on green Publish Changes on the upper left of the page, to update its live version too, by updating the container code.