Overview
Providing tailor-made experiences to your end-users will increase their engagement, thus retention since you’ll only show relevant content.
In addition, with segmentation, your users will recognize the value they can get from your product more seamlessly compared to a standardized onboarding process.
User Attributes, Company 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 user or company 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
There are three ways you can create segments. Let’s use one of the material usage attributes for this example and go through how to create segments by filtering out your users based on the corresponding attributes.
The first option is to do it through the Users Page.
To segment your users, go to the Users Page.
Click on the Filter button to select among the default & custom user or company 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.
Notes
If you want to create segmentation based on only company-level data, you can follow the same steps under All Companies page.
You can find more information on accepted date formats in this article.
You can use any naming for any user attribute.
Secondly, you can create a segment following the same steps from inside Guide settings tab.
Lastly, you can import a CSV file listing your selected users. For this method, you do not need to send custom attributes, but you do need User Identification feature to be enabled.
You can filter the identified users on your end, using whichever metrics you want to use, and upload that segment as a CVS file.
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 on 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 communicate 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.