Segmentation overview
Using custom events and properties for targeting
Jimo helps you reach your users very contextually, resulting in higher engagements from users and higher-quality feedback. To help you attain this goal, we use segments.
Segments are a helpful tool for managing groups of users and targeting experiences or Changelog elements. Advantages of using saved segments over manual targeting conditions include convenient reusability, central management that allows you to browse your segments and update rules for all connected elements in one place, and easier collaboration among people who know the underlying data and can create segments for others to use.
Creating a Segment
To create a segment:
Go to the Users & Segments page (select "Users & Segments" from the navigation)
Click the "New Segment" button in the upper right-hand corner
Name the Segment and add a description if needed. We recommend taking the time to use a specific name allowing you to quickly find later on what this segment corresponds to. That will prevent you from having to check what the filters are every time you need to use them.
Now that your segment’s details have been finalized, it is time to add the filters with which you want to segment your users. You can add as many filters and logic groups as possible to get to the level of granularity needed to segment your users.
Hit the apply filters button every time you want to use new updated filters and refresh the list of filtered users.
Once you’re done, you need to hit save, and you will be taken back to the list of all created segments ready to use for targeting!
Using Segments
Segments can be used to target an experience.
To use a segment for targeting, on the audience settings page:
In the Audience step of your experience, you will first need to click on the Specific user's option in the Who section to open the menu selection to adjust the targeting of your experience.
Choose the segments that you want to target in the Who section. The experience will be shown to all users belonging to at least one of the selected segments.
The experience will now show only to users who match the criteria specified in the segment, with the same result as if you had set those rules directly on the experience creating an on-the-fly segment.
Managing and Updating Segments
You can see all your segments on the Segments page.
To delete a segment, click the delete button at the end of the segment row, then confirm when getting the prompter. Note: be careful, when deleting a segment used to target specific audiences on experiences, if no other segments were selected, your experience might start showing for all users.
To edit a segment, just click it. You can then rename the segment or update the targeting rules just as you did when you created the segment.
When saving an updated segment, all new targeting rules are applied to all experiences that use that segment immediately. You do not need to republish any connected experiences for the changes to take effect.
Attribute types
The different attributes you use to segment your users are separated into different categories
Attributes: Attributes are the basic properties Jimo can manage natively about your users.
Name: The username you set using the appropriate sdk method.
Email: The email you set using the appropriate sdk method.
Last activity: The last time the user was seen by Jimo, so when he was on a page where Jimo was installed.
Created: The time and date at which the user was created.
Sessions: The number of sessions recorded by Jimo for the user.
Tags: The list of tags you can manually set through Jimo Dashboard
Custom attributes: The custom attributes you can create by using the SDK or connecting your tools like Twillio/Segment, Hubspot, Customer.io etc. To send your own fields and values
Experiences: The properties related to if and how users interacted with experiences
Has been seen: Is true if the user has seen the selected experience
Has not been seen: Is true if the user hasn’t seen the selected experience
Has been completed: Is true if the user has completed the experience, meaning went to the last step.
Has not been completed: Is true if the user hasn’t completed the experience and hasn’t been to the last step.
Answered with: Allows to filter on specific answers on discovery experiences steps.
Events: The in-app events are created through Jimo. You can filter your users based on if events occurred or not, but also for a specific amount of time and on a specific time period.
Segment.io Traits: The traits sent to Jimo from Segment identify events if you are using the available integration.
Segment.io Events: The track events sent to Jimo from Segment. Just like Jimo’s own events, you can filter on if the event occurred or not, on the amount of time it occurred, on the time period, and also on the additional properties you can send with the event.
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