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:
Place of employment
You might also segment users based on a number of characteristics related to their relationship with your business like:
Subscription plan tier
Last purchase date
By segmenting your participants you can better understand their interests, follow their activity, and more accurately provide value that matches their needs.
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.
In the top menu bar, select Data → Segments.
Find the name of the segment to which you want to add users.
Select Add Users on the right side of the tow. The Import Data page will open.
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.
Upload the file by selecting Select & Upload.
Use the dropdown list to select the segment you want to add these participants to.
Select Start Upload.
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.
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.
Including the segment key with a
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.
Adds a participant to a segment. Any other existing segments will be retained.
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 a participant from a segment. Any other existing segments will be retained.
Clear all segments configured for a participant.