> For the complete documentation index, see [llms.txt](https://help.usejimo.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.usejimo.com/docs/analyze/users-and-segments.md).

# Users & Segments

Understand who uses your product and build the audiences that will receive your experiences. This section is the data foundation behind all targeting, personalization, and measurement in Jimo.

**Dashboard path:** [Users & Segments](https://i.usejimo.com/users) (`/users`)

***

## Dashboard structure

<figure><img src="/files/8kS3zneX6Hbt7qdv40hA" alt=""><figcaption></figcaption></figure>

The section is organized in two groups, plus imports:

| Group               | Pages                       | What it is for                                                        |
| ------------------- | --------------------------- | --------------------------------------------------------------------- |
| **Audience**        | Users, Segments             | The people you can reach, and how you group them                      |
| **Data Management** | Attributes, Tags, Variables | The data your audiences are built on, and how it reaches your content |
|                     | Imports                     | Bulk-upload users and attributes via CSV                              |

{% hint style="info" %}
In the dashboard, **Imports** sits on its own below the two groups. In this documentation it lives under **Data Management**, because importing a CSV is how you get data in, just like the SDK or an integration. Same feature, one click away either way.
{% endhint %}

The split is meaningful:&#x20;

* **Data Management decides what you are able to say about a user.**&#x20;
* **Audience decides what you do with it.**

Each page carries its own actions:

| Page           | Actions                             |
| -------------- | ----------------------------------- |
| **Users**      | Import from CSV, Filter             |
| **Segments**   | Import, Export, + New Segment       |
| **Attributes** | + New Attribute, Install Attributes |
| **Tags**       | + New Tag                           |
| **Imports**    | Import users from CSV               |

{% hint style="info" %}
Users, Segments and Attributes each have their own search bar. Search finds an existing item by name. To narrow the user list by data instead, use the **Filter** builder on the Users page.
{% endhint %}

***

## Core concepts

{% tabs %}
{% tab title="Users" %}
A **user** is anyone who visits a page where the Jimo snippet is installed. Each user gets a unique **Jimer ID** automatically.

Once [identified via the SDK](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/identify-users), a user profile accumulates over time:

* **Attributes** : native fields (name, email, sessions) + custom fields you push (plan, role, language...)
* **Experience interactions** : which Jimo experiences the user has seen, completed, or responded to
* **Events** : in-app actions tracked by Jimo or imported from integrations
* **Segment membership** : which segments the user currently belongs to
  {% endtab %}

{% tab title="Segments" %}
A **segment** is a dynamic group of users defined by conditions. It updates automatically: users enter when they match, leave when they don't.

Segments are reusable across Jimo:

* [**Experience targeting (Who)**](https://help.usejimo.com/docs/publish/target-right-people-who) : show a tour only to "Trial users"
* **Filtering** : narrow the user list to a specific audience
* **Analytics** : compare experience performance across cohorts
* **Composition** : use a segment as a condition inside another filter
* **Export** : reuse segments externally via static user list file download&#x20;
  {% endtab %}

{% tab title="Attributes" %}
Attributes are the building blocks of segments and filters. They come from five sources:

| Source           | Examples                                        | How they arrive                                                                                                                                                                                                                   |
| ---------------- | ----------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Jimo SDK**     | Name, Email, Last activity, Sessions, Created   | Automatic (snippet + SDK identification)                                                                                                                                                                                          |
| **Custom**       | Plan, role, language, signup date               | Defined in [Attributes](https://help.usejimo.com/docs/analyze/users-and-segments/data-management/attributes), pushed via the [SDK](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/setup-the-segmentation) |
| **Integrations** | Any field from your CRM or analytics tool       | Synced from [HubSpot, Salesforce, Segment.io, PostHog...](https://help.usejimo.com/docs/integrations/integration-setup)                                                                                                           |
| **Experiences**  | Seen Tour X, Completed Survey Y, Answered "Yes" | Automatic when users interact with experiences                                                                                                                                                                                    |
| **Events**       | Clicked "Upgrade", Visited /settings            | Created in [Success Tracker](https://help.usejimo.com/docs/analyze/success-tracker) or imported                                                                                                                                   |

[**Tags**](https://help.usejimo.com/docs/analyze/users-and-segments/data-management/tags) are the sixth ingredient, and the only one that comes from no system at all: you apply them by hand.

{% hint style="success" %}
The more you enrich user profiles, the more precise your segments become. Start with plan + role + language for quick wins.
{% endhint %}
{% endtab %}
{% endtabs %}

***

### Why identification matters

[Identification](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/identify-users) (`user:id`, `user:email`, `user:name`) is the prerequisite for everything in this section.

{% tabs %}
{% tab title="Without identification" %}
Jimo sees anonymous sessions. It can show experiences to everyone, but cannot:

* Build persistent profiles across sessions or devices
* Use custom attributes for segmentation
* Track individual journeys over time
* Personalize content (e.g. "Hello {name}")
  {% endtab %}

{% tab title="With identification" %}
Jimo links every session to a known user. This unlocks:

* Cross-session profiles with full attribute history
* Dynamic segments that update in real time
* Precise targeting by plan, role, behavior, or any custom data
* Cohort analytics in [Success Tracker](https://help.usejimo.com/docs/analyze/success-tracker)
* Personalized content using [variables in the builder](https://help.usejimo.com/docs/build/builders)
  {% endtab %}
  {% endtabs %}

{% hint style="warning" %}
Configure identification as early as possible in your setup, ideally right after [installing the snippet](https://help.usejimo.com/docs/getting-started/installing-jimo). The earlier you [identify users](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/identify-users), the more data Jimo accumulates for targeting and analytics.
{% endhint %}

For implementation details, see the [SDK segmentation guide](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/setup-the-segmentation). If you use a CDP or CRM, check [HubSpot](https://help.usejimo.com/docs/integrations/hubspot), [Segment.io](https://help.usejimo.com/docs/integrations/segment.io), or [Salesforce](https://help.usejimo.com/docs/integrations/salesforce) to automate attribute syncing.

***

### How Users & Segments connects to Jimo

<details>

<summary><strong>Experience targeting (Who)</strong></summary>

Every experience has a [Who](https://help.usejimo.com/docs/publish/target-right-people-who) section in Target & Publish. Select a saved segment or build conditions on the fly. Both use the same condition builder.

</details>

<details>

<summary><strong>Content personalization</strong></summary>

User attributes are accessible as dynamic variables in the [content builder](https://help.usejimo.com/docs/build/builders) (e.g. "Hello {firstName}"). Combined with [Multiple Languages](https://help.usejimo.com/docs/build/multiple-languages), you can create contextual variants of a single experience.

</details>

<details>

<summary><strong>Analytics and measurement</strong></summary>

Experience [analytics](https://help.usejimo.com/docs/analyze/analytics) can be filtered by segment. The [Success Tracker](https://help.usejimo.com/docs/analyze/success-tracker) measures adoption by cohort, answering questions like "Did paying users adopt this feature faster than trial users?"

</details>

<details>

<summary><strong>Automation and triggers</strong></summary>

[Triggers & Conditions](https://help.usejimo.com/docs/build/triggers-and-conditions) use attributes and events to fire experiences at the right moment. [Actions](https://help.usejimo.com/docs/build/actions) can be conditioned by segment membership. The [Agent](https://help.usejimo.com/docs/experiences/agent) uses knowledge triggers that reference user context.

</details>

***

## Getting started

{% stepper %}
{% step %}

#### Identify your users

Push `user:id` + `user:email` + `user:name` via the SDK right after login. This is the prerequisite for everything else.

→ [Installing Jimo](https://help.usejimo.com/docs/getting-started/installing-jimo) · [Identify users guide](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/identify-users)
{% endstep %}

{% step %}

#### Define your key custom attributes

Pick 5-10 attributes that matter for segmentation: plan type, user role, language, creation date, trial status.

→ [Attributes](https://help.usejimo.com/docs/analyze/users-and-segments/data-management/attributes) · [Setup the segmentation](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/setup-the-segmentation) · [Initial Setup](https://help.usejimo.com/docs/getting-started/initial-setup)
{% endstep %}

{% step %}

#### Create your first segments

Start with 3 to 5 essential groups: new users (created < 7 days), paying users, inactive users (last activity > 30 days), trial users, power users.

→ [Segments](https://help.usejimo.com/docs/analyze/users-and-segments/audience/segments)
{% endstep %}

{% step %}

#### Connect your integrations

If you use a CDP or CRM, set up the integration to auto-sync events and attributes.

→ [Integration Setup](https://help.usejimo.com/docs/integrations/integration-setup) · [HubSpot](https://help.usejimo.com/docs/integrations/hubspot) · [Segment.io](https://help.usejimo.com/docs/integrations/segment.io)
{% endstep %}

{% step %}

#### Iterate

Refine your segments based on [analytics](https://help.usejimo.com/docs/analyze/analytics) data and support feedback. Add segments as your adoption strategy matures.
{% endstep %}
{% endstepper %}

<details>

<summary><strong>Practical tips</strong></summary>

* Name segments explicitly: prefer "Paying users, active last 30d" over "Segment 1"
* Do not over-segment early. 5 well-defined segments beat 30 vague ones.
* Use **tags** for manual, one-off categorization. Use **segments** for automated, dynamic targeting.
* Test your segments with the builder preview before applying them to live experiences.
* Use the [Troubleshooting Tool](https://help.usejimo.com/docs/settings/troubleshooting) to debug segment membership issues.

</details>

***

## In this section

<table data-view="cards"><thead><tr><th></th><th data-card-target data-type="content-ref">Go to</th></tr></thead><tbody><tr><td><h4><strong>Audience</strong></h4><p>The people you can reach, and how you group them</p><p><em>· Users</em></p><p><em>· Segments</em></p></td><td><a href="/pages/41ec5c0b400e5b518df4aabf37a3c0228c46d7d4">/pages/41ec5c0b400e5b518df4aabf37a3c0228c46d7d4</a></td></tr><tr><td><h4><strong>Data Management</strong></h4><p>The data your audiences are built on, and how it gets in</p><p><em>· Attributes</em></p><p><em>· Tags</em></p><p><em>· Variables</em></p><p><em>· Imports</em><br><em>· Exports</em></p></td><td><a href="/pages/2700f0d70069ddfc9090afca0506b865b2f108a2">/pages/2700f0d70069ddfc9090afca0506b865b2f108a2</a></td></tr></tbody></table>

***

### Related pages

* [Target right people (Who)](https://help.usejimo.com/docs/publish/target-right-people-who) : Use segments to control who sees each experience
* [Installing Jimo](https://help.usejimo.com/docs/getting-started/installing-jimo) : Snippet installation and user identification setup
* [Setup the segmentation](https://help.usejimo.com/docs/for-developers/for-developers/sdk-guides/setup-the-segmentation) : Developer guide for custom attributes via the SDK
* [Initial Setup](https://help.usejimo.com/docs/getting-started/initial-setup) : Recommended first steps for attributes and imports
* [Analytics](https://help.usejimo.com/docs/analyze/analytics) : Experience-level metrics and CSV export
* [Success Tracker](https://help.usejimo.com/docs/analyze/success-tracker) : In-app event tracking for goal-based measurement
* [Troubleshooting](https://help.usejimo.com/docs/settings/troubleshooting) : Debug segment membership and experience visibility issues