Update wiki
This commit is contained in:
Dries Augustyns
@@ -0,0 +1,298 @@
|
||||
---
|
||||
title: Segment-Based Targeting
|
||||
description: Target specific audiences with filters
|
||||
icon: Users
|
||||
---
|
||||
|
||||
## Overview
|
||||
|
||||
Segments are dynamic groups of contacts based on filters. Use them to send targeted campaigns or trigger workflows when contacts enter/exit segments.
|
||||
|
||||
## Create a segment
|
||||
|
||||
1. Go to **Segments** → **Create Segment**
|
||||
2. Name: `Premium Users`
|
||||
3. Description: `Users on premium or enterprise plan`
|
||||
|
||||
## Add filters
|
||||
|
||||
### Simple filter
|
||||
|
||||
Filter by a single field:
|
||||
|
||||
- Field: `plan`
|
||||
- Operator: `equals`
|
||||
- Value: `premium`
|
||||
|
||||
All contacts where `plan` equals `premium` are in this segment.
|
||||
|
||||
### Multiple filters (AND logic)
|
||||
|
||||
All conditions must be true:
|
||||
|
||||
- `plan` equals `premium`
|
||||
- **AND** `subscribed` equals `true`
|
||||
- **AND** `lastLoginAt` within `30` days
|
||||
|
||||
Only premium users who are subscribed AND logged in recently.
|
||||
|
||||
### Multiple filters (OR logic)
|
||||
|
||||
Any condition can be true:
|
||||
|
||||
- `plan` equals `premium`
|
||||
- **OR** `plan` equals `enterprise`
|
||||
|
||||
Users on either premium or enterprise plan.
|
||||
|
||||
### Complex filters (AND + OR)
|
||||
|
||||
Combine both:
|
||||
|
||||
- `subscribed` equals `true`
|
||||
- **AND** (`plan` equals `premium` **OR** `plan` equals `enterprise`)
|
||||
|
||||
Subscribed users on premium OR enterprise plans.
|
||||
|
||||
## Filter operators
|
||||
|
||||
### Equals
|
||||
|
||||
Exact match:
|
||||
- `plan` equals `premium`
|
||||
- `country` equals `United States`
|
||||
|
||||
### Not equals
|
||||
|
||||
Everything except:
|
||||
- `plan` not equals `free`
|
||||
- `status` not equals `cancelled`
|
||||
|
||||
### Contains
|
||||
|
||||
Partial text match:
|
||||
- `email` contains `@gmail.com`
|
||||
- `companyName` contains `Inc`
|
||||
|
||||
### Greater than / Less than
|
||||
|
||||
Numeric comparisons:
|
||||
- `mrr` greater than `100`
|
||||
- `age` less than `30`
|
||||
- `loginCount` greater than `10`
|
||||
|
||||
### Exists / Does not exist
|
||||
|
||||
Field has any value:
|
||||
- `phoneNumber` exists
|
||||
- `referralCode` does not exist
|
||||
|
||||
### Within
|
||||
|
||||
Time-based (requires ISO date):
|
||||
- `signupDate` within `7` days
|
||||
- `lastLoginAt` within `30` days
|
||||
- `trialExpiresAt` within `3` days
|
||||
|
||||
## Example segments
|
||||
|
||||
### Active users
|
||||
|
||||
Users who logged in recently:
|
||||
|
||||
- `lastLoginAt` within `7` days
|
||||
- **AND** `subscribed` equals `true`
|
||||
|
||||
### High-value customers
|
||||
|
||||
Users spending over $100/month:
|
||||
|
||||
- `mrr` greater than `100`
|
||||
- **AND** `plan` is not `free`
|
||||
|
||||
### Trial expiring soon
|
||||
|
||||
Users whose trial ends in 3 days:
|
||||
|
||||
- `trialExpiresAt` within `3` days
|
||||
- **AND** `plan` equals `trial`
|
||||
|
||||
### Inactive users
|
||||
|
||||
Haven't logged in for 30+ days:
|
||||
|
||||
- `lastLoginAt` within `30` days is `false`
|
||||
- **AND** `subscribed` equals `true`
|
||||
- **AND** `status` equals `active`
|
||||
|
||||
**Note:** To check "NOT within", set the within filter and toggle the NOT operator.
|
||||
|
||||
### Power users
|
||||
|
||||
High engagement score:
|
||||
|
||||
- `loginCount` greater than `50`
|
||||
- **AND** `featureUsageCount` greater than `100`
|
||||
|
||||
### Geographic targeting
|
||||
|
||||
Specific country or region:
|
||||
|
||||
- `country` equals `United States`
|
||||
- **AND** `state` equals `California`
|
||||
|
||||
### Feature adopters
|
||||
|
||||
Used a specific feature:
|
||||
|
||||
- Custom event filter: `feature_used` triggered
|
||||
- **AND** event data: `featureName` equals `advanced_analytics`
|
||||
|
||||
## Use segments in campaigns
|
||||
|
||||
### Target a segment
|
||||
|
||||
1. Create campaign
|
||||
2. Audience: Select **Segment**
|
||||
3. Choose your segment
|
||||
4. Campaign sends only to contacts in that segment
|
||||
|
||||
### Preview count
|
||||
|
||||
Before sending, see how many contacts match:
|
||||
- Shows estimated recipient count
|
||||
- Updates in real-time as you adjust filters
|
||||
|
||||
## Use segments in workflows
|
||||
|
||||
### Trigger on segment entry
|
||||
|
||||
Create workflow that runs when contacts enter a segment:
|
||||
|
||||
1. **Workflows** → **Create Workflow**
|
||||
2. Trigger: Segment `trial_expiring_soon`
|
||||
3. Trigger condition: Contact **enters** segment
|
||||
4. Add email: Trial expiration reminder
|
||||
|
||||
When a contact enters "trial_expiring_soon" segment, workflow triggers.
|
||||
|
||||
### Trigger on segment exit
|
||||
|
||||
Run workflow when contacts leave a segment:
|
||||
|
||||
1. Trigger: Segment `active_users`
|
||||
2. Trigger condition: Contact **exits** segment
|
||||
3. Add workflow: Re-engagement sequence
|
||||
|
||||
When user becomes inactive (exits "active_users"), re-engagement starts.
|
||||
|
||||
## Track membership changes
|
||||
|
||||
Enable to trigger events when contacts enter/exit:
|
||||
|
||||
1. Edit segment
|
||||
2. Toggle **Track Membership**
|
||||
3. Save
|
||||
|
||||
Now when contacts move in/out of the segment:
|
||||
- Event `segment_entry_[segment_id]` is tracked
|
||||
- Event `segment_exit_[segment_id]` is tracked
|
||||
- Can use these events in other workflows
|
||||
|
||||
**Performance note:** Only enable for segments you'll use for triggers. Adds processing overhead.
|
||||
|
||||
## Segment best practices
|
||||
|
||||
**Keep it simple**
|
||||
- 3-5 filters per segment max
|
||||
- Avoid deeply nested conditions
|
||||
- Test with expected contacts
|
||||
|
||||
**Use consistent data**
|
||||
- Store dates as ISO strings
|
||||
- Use numbers for numeric values
|
||||
- Consistent field naming
|
||||
|
||||
**Name clearly**
|
||||
- ✅ `Premium Users - Active`
|
||||
- ❌ `Segment 1`
|
||||
|
||||
**Monitor size**
|
||||
- Check segment count regularly
|
||||
- Too large = slow processing
|
||||
- Too small = not enough data
|
||||
|
||||
## Update segments
|
||||
|
||||
Segments update automatically:
|
||||
- When contact data changes
|
||||
- When contacts are added/removed
|
||||
- Typically updates within minutes
|
||||
|
||||
Force refresh:
|
||||
1. Go to segment
|
||||
2. Click **Refresh Count**
|
||||
|
||||
## Advanced: Multi-level targeting
|
||||
|
||||
### Premium users in specific region
|
||||
|
||||
- `plan` equals `premium`
|
||||
- **AND** `country` equals `United States`
|
||||
- **AND** `lastLoginAt` within `7` days
|
||||
|
||||
### Churn risk scoring
|
||||
|
||||
- `lastLoginAt` within `30` days is `false`
|
||||
- **AND** `supportTickets` greater than `3`
|
||||
- **AND** `npsScore` less than `7`
|
||||
|
||||
### Upsell targeting
|
||||
|
||||
- `plan` equals `free`
|
||||
- **AND** `featureUsageCount` greater than `50`
|
||||
- **AND** `teamSize` greater than `5`
|
||||
|
||||
Users on free plan who are power users with teams (good upsell candidates).
|
||||
|
||||
## Performance at scale
|
||||
|
||||
Segments work efficiently with millions of contacts:
|
||||
|
||||
- Indexed queries for fast filtering
|
||||
- Cursor-based pagination
|
||||
- Background count computation
|
||||
|
||||
**Tips for large segments:**
|
||||
- Use specific filters (avoid `contains` on large text fields)
|
||||
- Store commonly queried data as top-level fields
|
||||
- Use numeric comparisons when possible (faster than text)
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
**Segment count is 0 but should have contacts**
|
||||
- Check filter logic (AND vs OR)
|
||||
- Verify field names match exactly (case-sensitive)
|
||||
- Ensure contacts have the required fields
|
||||
- Try simpler filters to debug
|
||||
|
||||
**Segment not updating**
|
||||
- Click **Refresh Count** to force update
|
||||
- Check that contact data was actually updated
|
||||
- Segments typically update within 5 minutes
|
||||
|
||||
**Workflow not triggering on segment entry**
|
||||
- Workflow is enabled
|
||||
- Track Membership is enabled on segment
|
||||
- Trigger is set to segment entry (not exit)
|
||||
|
||||
**Too many contacts in segment**
|
||||
- Filters too broad
|
||||
- Add more specific conditions
|
||||
- Use AND logic instead of OR
|
||||
|
||||
## Next steps
|
||||
|
||||
- [Send a campaign](/tutorials/newsletter-campaign) to a segment
|
||||
- [Build a workflow](/tutorials/welcome-series-workflow) triggered by segment changes
|
||||
- [Track events](/tutorials/event-tracking-integration) to update contact data
|
||||
Reference in New Issue
Block a user