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User Segmentation Explained

Segmentation is the process of dividing your 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.

Manage user segments

In the SaaSquatch by impact.com Admin Portal, 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.

Step 1: Create a user segment

  1. In the top menu bar, select Data → Segments.

  2. Select [Add Segment] in the Segments bar.

  3. Enter a segment in the text box.

  4. Select Add.

Step 2: Add a single participant to a user segment

  1. In the top menu bar, select Participants.

  2. Find the specific participant you want to add to a user segment.

  3. Select their name to load their participant profile.

  4. In the bottom left of the user overview, select Add Segment.

  5. Choose the user segment you would like to include this participant in.

Step 3: Bulk add participants to a user segment

  1. In the top menu bar, select Data → Segments.

  2. Find the name of the segment to which you want to add users.

  3. Select Add Users on the right side of the tow. The Import Data page will open.

  4. Choose the import type Users.

  5. Using the example CSV, create a list of all participants you would like to be included in a specific user segment.

  6. Upload the file by selecting Select & Upload.

  7. Use the dropdown list to select the segment you want to add these participants to.

  8. Select Start Upload.

Step 4: Remove a participant from a user segment

  1. In the top menu bar, select Participants.

  2. Find the specific participant you want to add to a user segment.

  3. Select their name to load their participant profile.

  4. In the bottom left of the user overview, select [Cancel] to the right of the segment that the participant should no longer be in.

SaaSquatch by impact.com API and UTT segmentation

The SaaSquatch by impact.com 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.

mySegmentKey

Delete

Including the segment key with a ~ in front of it will inform the SaaSquatch by impact.com system to remove the participant from the segment. If the participant is already not part of the segment, then no action will be taken.

~mySegmentKey

Clear

Including a key, with a ~ in front of it, will inform the SaaSquatch by impact.com system to remove the participant from all segments they are currently part of.

~

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