Overview

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.

User Attributes & Event (User Action) Data

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.

Why send user attributes & event data to UserGuiding?

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.

Creating Segments

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.

  • To segment your users, go to the Users Page.

  • Click on the Filter button to select among the default & custom user attributes & event data. Custom data that you sent will automatically show here.

  • Add as many filters as you’d like to create the desired target segment.

  • Give a new & descriptive name to your segment, and click Save.

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.

Setting Segments to the Onboarding Content

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

  • Navigate to the Configure tab at the settings page of the onboarding content.

  • Scroll down to the Audience Segmentation section and select Custom Segment.

  • Pick the correct segment from the dropdown menu, Save and Publish Changes.


What metrics will this impact?

  • Feature adoption rates since you'll guide the specific user groups to the parts of your platform that are overlooked.

  • Customer satisfaction (NPS) since different user groups will feel like you are communicating in their language with personalized experiences.

  • Customer activation & retention rates since you'll provide your users the help they need at the right time and place.

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