What are Segments?

Updated 5 months ago by Wesley Faulkenberry


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 Touch, and only that individual Touch.

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

  • Trait
  • Activity
  • Simpo
  • Page
  • Element
  • No One
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 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 shows 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 Trait, Activity, Simpo. The default setting of Everyone allows all users to view this content.

Trait

Using the "Trait" source, a user will only encounter an app on a page if they match the exact ‘trait’ under the segment settings.

To enable this feature, first select "Trait" from the source list, choose either “Custom Traits”, "Auto-Detected Trails" or "Advanced" from the source data list, then from the operation list, choose which operation best fits your selected Trait value. Only pages that include both the operation and value will display the app to a user.

An example of a Trait would be a user's email or their account type.
Activity

Using the "Activity" source allows you to target a user or group of users based on their activities within your application. To implement this, you’ll need to start passing this information into Simpo. You can learn more about this here. 

An “Activity” can be anything from a ‘click’ on a button, or a visit to a specific page, or uploading a document to your application. Simpo is able to read any ‘Activity’ as long as you are tracking it on your application. 
Simpo

Using the "Simpo" source, allows you to connect Simpo Tools together based on a user's engagement with another Simpo Tool. For example, if a user submits an NPS score with Simpo, you are now able to target that group of specific users with another Simpo Tool. 

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 allows you to reshow an app after a certain number of days

Creating a Global Segment

Creating a Global Segment is a similar process to creating a Local Segment above but can be used across all of Simpo’s Touches. These segments save time by being easy to “drop” into whatever content you are creating. If you frequently target a specific audience of users, consider making a Global Segment! 

You can find your Global Segments 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 newly created 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 is a rule unique to Global Segments and prevents an app from being shown to any users on your product.

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


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