Create a User Segment
- 07 Jun 2024
- 2 Minutes To Read
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Create a User Segment
- Updated On 07 Jun 2024
- 2 Minutes To Read
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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.
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:
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On the Whatfix Mobile Dashboard, select an app.
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In the navigation panel, click User Segments.
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Click + Create Segment.
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Click Create user segment.
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Enter a name for the User Segment.
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Click Add Rules.
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Choose the required User Properties from the default properties.
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For more information on default and custom user properties, see What is a User Property?.
- Choose a condition and add a value as required.
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Ensure that you enter the correct value type for the user property to work.
- Click Create Segment.
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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
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Here's how a sample CSV file looks like.
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For example, use User Segments to deliver content only to users with specific User IDs. This can be done by creating a CSV file with all the User IDs in a single column. Then upload the file to create a user segment for the specific User IDs.
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Ensure that you add only User IDs in a single column without a title. There shouldn't be any empty rows in the the list of User IDs.
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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.
Use the following steps to create a User Segment:
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On the Whatfix Mobile Dashboard, select an app.
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In the navigation panel, click User Segments.
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Click + Create Segment.
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Click Upload spreadsheet or CSV file.
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Enter a name for the User Segment.
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Click Upload file.
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To select the csv file from your local drive or library, click Browse.
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Click Upload.
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To know how to use User Segments while publishing your content, see Publish projects directly.
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