A segment is a cluster of visitors that share some identical traits, as defined by you, though sessions. Visitors who match these segment criteria are the only ones who will see the campaign on your website. For more information about segments, please refer to the following tutorial.
Where to create your Segments
You can create segments in 2 areas of the platform:
- in the targeting step of the campaign creation flow, inside the segment selection dropdown, by clicking on Create new segment:
- from the Segments library by clicking on Create segment
How to use the Segment builder
In both cases, the Segment builder opens:
From there, you will find a list of criteria categories that will help you define your segment. Click the chevron to access specific options for that category.
Drag and drop your criteria from the left panel list to the working area on the right.
Each criterion will present different specificities. Fill in the requested fields depending on the segment criteria you selected (see below for additional explanations on each criterion), and how you want to target your visitors.
With some criteria, you can add more conditions to your targeting by clicking Add conditions.
You can combine two or more criteria using AND or OR values found inside the segment builder’s middle column:
- AND means your campaign will only be shown to a visitor if ALL of the selected segment criteria are met (more information in the section below)
- OR means your campaign will be shown to a visitor if at least ONE of the selected segment criteria is met
Don’t forget to name your segment in the specific name field, found above the configuration space.
Click Save to use the segment in your campaign and save it to your account library. It will now be reusable in other campaigns (see Using a saved segment, below).
Click Cancel to go back to the targeting page without saving. Note: this will erase your current configuration.
If you have created and saved a new segment, it will be automatically available in your segment list.
The available segmentation criteria
If you need more information about the available criteria to build your segments (how they exactly work), please refer to our reference article about segmentation criteria.