Providing tailor-made experiences to your end-users will increase their engagement, thus retention since you’ll only show the content relevant to them.

In addition, with segmentation, your users will recognize the value that they can get from your product more seamlessly when compared to a standardized onboarding process.

We provide some default user attributes on your Users Page to filter your users and create segments. However, in some cases, you may want to group your users based on attributes & event data that you keep track of internally.

The initial step to achieve this custom segmentation is to send that information to UserGuiding, either with or without identifying your users.

💡 We highly recommend you identify your users by sending user IDs alongside the attributes & event data to provide a more stable experience to your end-users and utilize your MAU quota more economically.

One of UserGuiding’s core functions is targeting user groups based on who they are and where they are in their customer lifecycle.

For example, you may want to create & show content specifically to “new CSMs.” In this case, you’d need to know the “signup date", “team”, and “role” information, all of which you can send to UserGuiding.

Let’s continue with the “new CSMs” attribute for the sake of this example and go through how to create segments by filtering out your users based on the corresponding attributes.

Note: You can find more information on accepted date formats in this article. In this example, the date attribute is called “signupdate”; however, you can use any naming for any user attribute.

Once you create the user segment, you can set it to the relevant onboarding content. To achieve this: