Segmentation is the process of dividing your Advocate program's participants into user segments, or groups, that are based on shared characteristics.
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
By segmenting your participants you can better understand their interests, follow their activity, and more accurately provide value that matches their needs.
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 Participants.
Search for the specific participant you want to add to a user segment.
Select their name to load their participant profile.
In the bottom left of the user overview, select Add Segment.
Choose the user segment you would like to include this participant in.
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.
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 |
|---|---|---|
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. |
|
Delete |
Including the segment key with a |
|
Clear |
Including a key, with a |
|
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. |
|
Set |
Set the segment(s) for a participant. Any other existing segments will be removed. The order matters! To perform a set operation, the clear Operator (~) should be included first. |
|
Remove |
Remove a participant from a segment. Any other existing segments will be retained. |
|
Clear |
Clear all segments configured for a participant. |
|
You can find further details about using these Operations in our UTT Javascript library and API methods in our User API Documentation.