Overview

Segmenting helps you focus on specific user groups based on characteristics or behaviors. This allows you to uncover insights, identify trends, and make data-driven decisions about your product.

For example, you can segment users by purchase amount, by activity within a specific country, by trial status, or by users who started a trial and later converted to paying customers.

After creating a segment, you can reuse it across charts and dashboards to compare how different groups of users behave.

Build a segment

To create a segment:

1. Navigate to Digital Experience Monitoring > Product Analytics > Segments and click Create Segment.

2. Then, select a data source:

   • Product Analytics data: Define users based on their activity in your product.
   • CSV file: Upload a predefined list of users.

Using Product Analytics data

To create a segment using Product Analytics data:

1. Select Product Analytics on the Create a new segment page.

2. Select a condition for the users in the segment:

   • performed event(s)
   • have attribute(s)

You can also define a segment that includes both conditions.

3. Add filters to focus on specific users, like those in a particular country or who signed up in the last 30 days.

   In the following image, the segment is filtered to all users who were on the /cart page and then clicked the checkout button (and did so from Brazil) within the same session in the past week:

Example: See users who dropped before buying

With the filtering and segmentation capabilities on the Users & Segments page, you can determine, for example, which users almost bought an item, but dropped before checking out.

To begin, you can first filter your users on the User Profiles page, then add additional event properties using the Create Segment button:

Or, directly click Create Segment to select your data source:

On the Create a new segment page, add the properties specifying the users:
– who viewed the /cart page
– then did not
– perform the action of click on CHECKOUT

You can define additional attributes, such as the Device Type, to further specify your users.

Importing CSV files

If you already have a list of users, for example, from a survey, experiment, or CRM, you can upload it as a CSV file and turn it into a segment.

To create a segment using an uploaded list of users from your own file:

1. Select CSV File on the Create a new segment page.

2. Click Browse files to upload your CSV file.

The file needs a column containing either user IDs or user emails so the data can be mapped with the usr.id or usr.email attributes in the Product Analytics platform.

The following example maps the Product Analytics attribute @usr.id to the column named id in the CSV file.

Use segments across Product Analytics

In Pathways

Filter the Pathways visualization to focus on a specific segment and see how those users navigate your product. The following example shows paths taken by the “Premium Shopist Customers” segment.

In Analytics Explorer

Filter the Analytics Explorer visualization to see how a segment uses your product. The following example shows a list of users in the “Premium Shopist Customers” segment who were active in the last month, organized by the total number of events.

Further reading

Documentation, liens et articles supplémentaires utiles:

Product AnalyticsDOCUMENTATION