Segments

When it comes to analytics, it is important to avoid a one-size-fits-all approach. Your customers are unique, with different roles, needs, and behavior; therefore, they will not all behave the same.

By Segmenting your audience based on what you know about them, you can create a data-driven analytics approach that is based on different user groups, allowing you to maximize your business’s growth potential.

What are Segments?

A Segment is a dynamic group of people based on shared characteristics or behaviors. Whenever you need to reference a subset of the people in your workspace, you’ll use a Segment.

Segments let you filter people using multiple conditions. So;

• You’ll be able to find people who have or have not taken certain actions in your product.
• You’ll be to group people who have similar attributes, for example, plan or role, etc.
• You’ll be able to filter analytics reports by a specific Segment of interest.

In Usermaven, Segments are automatically updated so that new people who meet the specified conditions are added, and those who no longer meet the conditions are removed.

How to create Segments?

There are two ways to create Segments in Usermaven.

1. Go to Contacts hub > People view, apply the filter conditions according to your needs, and hit the ’Save as a Segment’ option.

2. Go to Contacts hub > Segments and click on the button ‘Create Segment’.

Create flexible Segments with AND / OR filters

You can combine the AND and OR filters to create more sophisticated Segments. As a result, Segments become more powerful and adaptable.

For example, you can create a Segment of users who are Admins and are on the Pro plan

Another example of a powerful Segment is a group of users who have performed an event at least a specific number of times within a specific period of time.

This can be achieved by using the Refine option which is available for events only.

Some useful Segments to create

The Segments you create should be specific to your product. Here are some most typical Segments you must create:

• Trial users
• Paying customers (all)
• Paying customers (by different plans)
• Incomplete sign-ups
• Incomplete onboarding
• Power users (all)
• Power users (by different features)
• Slipping away users (30 days)
• Slipping away users (14 days)

How to edit or delete a Segment?

Go to Contacts Hub > Segments, and click the three dots in the ‘Actions’ column next to the Segment you’d like to edit or delete.

This option is not available to users with the viewer role.

What’s next?

After creating Segments, we recommend using them in ‘Product Insights’ and other areas of the platform to drill down reports with different types of audiences.