Creating Segments

A segment is a group of users with similar behaviors. Using segments, you can create a group of customers based on their properties like location, profile, or past activities. You can learn more about segments from this article.

Creating Dynamic Segments

You can follow the instructions given below to create dynamic segments.

Step 1: Navigate To Segments

Navigate to Growlytics Dashboard > Customers > Saved Segments. Click on the 'Create Segment' button in the top right corner.

When you click on the 'Create Segment' button, you will be redirected to the Create Segment page.

Step 2: Specify Segment Filters

In this step, you will need to define filter criteria for the segments. You can define three criteria here:

1. User Attribute Filter

2. Performed Event Filter, and

3. Not Performed Event filter.

User Attribute Filter

Click on the 'User Attribute' button and select the user property you want to filter by, select the comparison type (equal, not equal, greater than), and mention the value you want to compare to.

Segmentation: User Attribute Filter

Event Performed/Not Performed Filters

For event filters, you can apply the filter for whether the customer has performed an event or the customer has not performed an event. Click on the 'Performed Event' or the 'Not Performed Event' button to continue.

Select an event from the event list

Segmentation: Event Performed/Not Performed Filter

Specify the number of times the user should have done that event (Not applicable for 'Not Performed'). Next, provide the timing duration to check whether the customer has done that activity in that given time range.

Segmentation: Event Performed Criteria

Here you can not only just check the event performed/not performed, but you can also check if the customer has performed the event with the given attribute value. To do that, click on the 'Add [Event Name] Condition' button below the event name that you have selected.

Segmentation: Add Attribute Value

Here you can select the attribute to check for condition, and specify the comparison type and value to compare with.

Segementation: Attribute Comparison

You can put multiple conditions for given events here and specify if any of the conditions should match or if all conditions should match.

Segmentation: Conditions Matching or Not

Segment:

Example - Create Segment: Inactive Loyal Customers

Let's try to create a segment of customers who are loyal, have spent more than $10,000 on your store, and haven't purchased anything for the last 3 months. However, they may have done 'Add to Cart' at least once in the last 30 days that they have visited the website.

To create this segment, we will define the following rules:

1. Customer Attribute Filter 'Total Spent' > $10,000

2. Performed Event 'Add To Cart' in the last 30 days.

3. Not Performed Event 'Purchased' in last 3 months.

Creating a Segment - Inactive Loyal Customers

You're done with creating a user segment. Now follow it up by creating a campaign to target these users. Learn more about creating campaigns in this article.