Segmentation is the process of dividing your Advocate program's participants into user segments, or groups, that are based on shared characteristics. By segmenting your participants you can better understand their interests, follow their activity, and more accurately provide value that matches their needs.
Common segmentation criteria include demographic factors like:
Age
Gender
Location
Job Industry
Place of employment
Income
You might also segment users based on a number of characteristics related to their relationship with your business like:
Membership status
Subscription plan tier
Last purchase date
Signup date
Device
In your Advocate program, you can create new user segments, add individual participants to user segments, add participants to user segments in bulk, and remove participants from user segments.
In the left navigation menu, select Data Sources→ Segments.
Find the name of the segment to which you want to add users.
Hover your cursor over the name of the segment to which you want to add participants and select Add Users.
Choose the import type Users.
Using the example CSV, create a list of all participants you would like to be included in a specific user segment.
Select Select File and choose your prepared CSV file.
Use the dropdown list to select the segment you want to add these participants to.
Select Start Import.
The Advocate REST API and UTT Javascript library can also be used to programmatically manage which segments participants are members of.
This functionality can be accessed by including one or more of the following "operations" (a combination of the name of the segment and an operator) in the user object of the API call or UTT method.
You can find further details about using these Operations in our UTT Javascript library and API methods in our User API Documentation.
The following operators are the basis for the user segmentation Operations, which are used to manage which segments a participant is a member of.
Operator | Description | Example |
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Add | Providing just the segment key will attempt to add the participant to the segment. If the participant is already part of the segment, then no action will be taken. |
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Delete | Including the segment key with a |
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Clear | Including a key, with a |
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The following Operations, built using the available Operators, enable you to manage which segments a user is a member of.
Operation | Description | Example |
|---|---|---|
Add | Adds a participant to a segment. Any other existing segments will be retained. |
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Set | Set the segment(s) for a participant. Any other existing segments will be removed. |
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Remove | Remove a participant from a segment. Any other existing segments will be retained. |
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Clear | Clear all segments configured for a participant. |
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