Create a User Segment

  • Updated On Mar 11, 2025
  • Published on Oct 27, 2022
  • 2 minute(s) read
Prev Next

User Segments enable you to group users and deliver contextual in-app experiences. These segments can be easily created by defining the appropriate rules using User Properties.
For example, show a Pop-up only to users who installed the app 30 days ago.

The advantage of using segments is that they are reusable across any number of campaigns, and are updated automatically over a period of time as users interact with your app.

Whatfix provides you predefined user segments which can be added to your content.
Mobile_predefined_user_segment.png

Create your own user segments, and then add them to your content.

The following are the two ways to create a User Segment:

Use the Whatfix Mobile Dashboard to create a User Segment

Use the following steps to create a User Segment from your Dashboard:

  1. On the Whatfix Mobile Dashboard, select an app.
    Mobile_Db_Select_App.png

  2. In the navigation panel, click User Segments.
    Mobile_click_user_segments.png

  1. Click + Create Segment.
    Mobile_plus_create_segment.png

  2. Click Create user segment.
    Mobile_click_create_user_segment.png

  3. Enter a name for the User Segment.
    Enter_name_user_segment.png

  4. Click Add Rules.
    Mobile_Add_rules.png

  5. Choose the required User Properties from the default properties.
    User_Properties_App_Version_iOS.png

your title goes here

For more information on default and custom user properties, see What is a User Property?.

  1. Choose a condition and add a value as required.
    Segment_rules_app_version_ios.png
your title goes here

Ensure that you enter the correct value type for the user property to work.

  1. Click Create Segment.
    Mobile_Create_segment
your title goes here

To create a User Segment using custom properties, see Create a User Segment using custom properties

Upload a Spreadsheet or CSV file to create a User Segment

The CSV Upload feature enables content to be delivered to specific list of users specified in a CSV file. For instance, this can be used to do a Beta release to small set of users.

The following is how a sample CSV file containing a list of user IDs looks like in a text editor:

csv_file_user_segments.png

This CSV file can be used to deliver content to only the users with the listed User IDs.

your title goes here
  • The CSV file's name should be less than 50 characters and free of whitespaces and trailing whitespaces.
  • The values (User IDs) in the CSV file should be comma-delimited and without any spaces in between them. In case you generated the CSV by exporting data from a Database Management Service, verify that the CSV follows the required format by opening it in a text editor.
  • Ensure that you add only User IDs in a single column without a header row. There shouldn't be any empty rows in the list of User IDs. * Upload up to 1000 User IDs to create a segment. If you upload a CSV with more than 1000 users, only the first 1000 in the list will be considered for creating that segment.
  • The following is a sample CSV file containing User IDs:

csv_sample_upload.csv

Use the following steps to create a User Segment from a CSV file:

  1. On the Whatfix Mobile Dashboard, select an app.
    Mobile_Db_Select_App.png

  2. In the navigation panel, click User Segments.
    Mobile_click_user_segments.png

  1. Click + Create Segment.
    Mobile_plus_create_segment.png

  2. Click Upload spreadsheet or CSV file.
    Click_upload_spreadsheet_or_csv_file.png

  3. Enter a name for the User Segment.
    Enter_title_upload_spreadsheet_or CSV_file.png

  4. Click Upload file.
    Mobile_click_upload_file.png

  5. To select the csv file from your local drive or library, click Browse.
    Upload_CSV_file_Browse.png

  6. Click Upload.
    Mobile_CSV_File_Upload.png

your title goes here

To know how to use User Segments while publishing your content, see Publish projects directly.