Top
Create a User Segment
  • 22 Sep 2023
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Create a User Segment

  • Dark
    Light
  • PDF

Article Summary

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, you can 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 segments

You can also create your own user segments, and then add them to your content.

There are 2 ways you can 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.
    dashboard_select_app

  2. In the left pane, click User Segments.
    mobile_click user segments

  3. Click + Create Segment.
    mobile_new segment

  4. Click Create user segment.
    mobile_click create user segment

  5. Enter a name for the User Segment.
    mobile_enter name

  6. Click Add Rules.
    mobile_user segment_add rules

  7. Choose the required User Properties from the default properties.
    mobile_userseg_choose properties

  8. Choose a condition and add a value as required.
    mobile_user segement conditions

your title goes here

You must 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

your title goes here
  • Here's how a sample CSV file looks like.
    sample_csv

  • For example, you can use User Segments to deliver content only to users with specific user ids. You can do this by creating a csv file with all the user ids in a single column and uploading the file to create a user segment for the user group.

Use the following steps to create a User Segment,

  1. On the Whatfix Mobile Dashboard, select an app.
    dashboard_select_app

  2. In the left pane, click User Segments.
    mobile_click user segments

  3. Click the + Create Segment button.
    mobile_new segment

  4. Click Upload spreadsheet or CSV file.
    mobile_user seg_upload sheet and csv

  5. Enter a name for the User Segment.
    mobile_enter name

  6. Click Upload file.
    mobile_user seg_upload file

  7. To select the csv file from your local drive/library, click Browse.
    mobile_upload csv file

  8. Click Upload.
    mobile_us_upload button

your title goes here

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


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.