Segments

Updated 1 month ago by Wesley Faulkenberry


What's a Segment?

The Segment feature is created to target specific groups of end-users so that Simpo Tools like NPS, announcements, and/or walkthroughs are delivered to the most relevant audience possible.

There are two types of Segments: Global Segment and Local Segment. The Global Segment allows you to create and define a Segment, and then apply that same Segment to multiple Simpo Tools. In contrast, the Local Segment allows you to create and define a specific Segment for a specific Simpo Tool, and only that individual Simpo Tool.

There are several parameters that you can define for a Segment:

  • Page
  • Element
  • User
  • Param
  • Script
  • Saved Segment
  • Platform
  • Browser
An announcement welcoming a first-time user to your site, or an NPS displaying a survey to a user during their first visit to a page are two examples where you may want to direct an app using the Segment feature.

How to Create a Local Segment


Once you've gone finished customizing and designing your Simpo Tool, it is critical to start thinking about ensuring the Simpo Tool is appearing to the most relevant users. This is where the Segment component comes into play. To create a Segment feature for your app, navigate to the Simpo Tool you are looking to edit, and click on the Trigger tab as seen below:

Once you have landed on the Trigger page, you will notice that the initial setting, "Trigger this automatically", may be checked depending on the tool. If checked, the trigger show to all users just once. To modify these settings, make sure the checkbox is marked. At that point, you can navigate to the three categories of trigger settings: Who?, Where?, and How Often?

Exploring Trigger Parameters


Who?

The Who? tab is where you can create segments based on the user or user type. Here, you choose from three broad settings: All Users, selecting a Saved Segment, or creating a Custom Segment. The options found under Custom Segments are User, Param, Script, Platform, Browser. The default setting of Everyone allows all users to view this content.

User

Using the "User" source, a user will only encounter an app on a page if their ID or account age falls under the segment settings.

To enable this feature, first select "User" from the source list, choose either "ID" or "Created" from the source data list, then from the operation list, choose which operation best fits your selected User value. Only pages that include both the operation and value will display the app to a user.

Note that unless an account age parameter is passed into Simpo, the "User Created" date will be the first time a user sees a Simpo tool.
An example of an ID would be a user's email.
Param

Using the "Param" source, a user will only encounter this content on a page if they belong to one of the parameters passed to Simpo. Similar to the element component, "param", meaning parameter, uses a value to distinguish where on your site an app will be accessible to a user.

This value can be anything from an email, a user ID, plan type, and more.

Using this source, your chosen value can vary among a series of operations listed below.

  • Greater than
  • Less than
  • Equals
  • Starts with
  • Contains
  • Ends with
  • Match regex
  • Is true
  • Is false

To enable this feature, select "param" from the source list, choose a value that will be used to reach this audience, then select which operation best suits your value.

Read more about Parameters and how to install them here.
Script

The "Script" source uses custom code in HTML to direct an app to a specific area of your site that isn't otherwise available through the given audience source options.

To enable this feature, select "script" from the source list and insert your code.

Platform

Using the "platform" source, an app will only be shown to a user if they are accessing your site from an online platform you have specified. This source is convenient for apps that are only applicable to a certain platform.

To enable this audience feature, select "platform" from the source list, then select the platform where you'd like the user to see the app, whether it's on mobile, tablet, or web.

Browser

Using the "browser" source, you have the option to choose if an app will be shown while a user is viewing the site with IE (internet explorer) or not.

To enable this audience feature, select "browser" from the source list, then select either "is IE" or "is not IE," depending on if the user should or should not access the app when opening their browser with internet explorer.

Where?


The Where? tab is where you can create segments based on the URL the user is visiting or the elements present on a page. Here, you choose from three broad settings: Any Page, selecting Pages from a saved segment, or Specific pages. The options found under Specific pages are Page and Element. The default setting of Everyone allows all pages to show content.

Page

To enable this feature, first select "Page" from the source list, choose either "URL" or "URL path" from the source data list, then from the operation list, choose which operation best fits your selected URL value. Only pages that include both the operation and value will display the app to a user.

Element

Using the "element" source, a user will only encounter your app on a page containing specific criteria you have chosen.

To enable this feature, select "element" from the source list and type in the value you've chosen for this audience component. From here, you have the choice to set that value as "found" or "not found," meaning you can choose if it will or will not be visible to a user when the selected value is an element of a visited page.

How Often?


The How Often? tab is where you can change the frequency that your content is shown. Here, you choose from three broad settings: Just once per user, Every time, or Once every X days, per user. The default setting of Just once per user shows the app or content to the user only once.

  1. The default setting of Just once per user shows the app or content to the user only once.
  2. Every time shows the app every time the triggers are met.
  3. Once every X days, per user allows you to reshow an app after a certain number of days

Creating a Global Segment


This Segment source is identical to the Segment app you're reading about now but uses a pre-made Segment feature. These pre-made Segments save time and are made by clicking the Segment icon found on the top right-hand corner of your screen.

To create a Global Segment from here, click the "new" button with the plus icon, enter a title to name your Segment, choose a source, and save.

Once you've created your pre-saved Global Segment, go back to the category section, select your source as "Saved Segment" and select source data as your Global Segment.

Segments can also be made directly through your chosen app page. To do so, choose a source and fill in the remaining information. Instead of pressing "save," use the "save for additional use" button. Upon pressing this button, you will be prompted to name the Segment, then it will be saved in the Global Segment area and is accessible through the same icon.

No One

The "No One" source prevents an app from being shown on any page of your site.

To enable this audience feature, simply select "no one" from the audience source list.


How Did We Do?