Segmentation: segments

Identify users based on previously created segments, user lists or CSV files

To include an existing segment, or create one using existing data sets, select Segments from the data categories drop list. Once you have added the relevant criteria outlined below, click Save. The data available is:

Segment

Identify users based on a pre-created segment.

Select whether you want to include or exclude an existing segment. Then type the name of the segment you want to use and select it from the drop-down menu.

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This example above shows a condition that includes a previously created segment called "Mortgage Offer".

Shared segment

Identify users based on a pre-created shared segment.

Select whether you want to include or exclude an existing shared segment, then type the name of the shared segment you want to use and select it from the drop-drown menu.

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Can't see this option?

Shared segments is an optional feature and not enabled by default. If you wish to use this feature, please contact us.

User lists

Identify users based on a pre-created user list.

Select whether you want to include or exclude an existing user list. Then type the name of the user list you want to use and select it from the drop-down menu. See full details on how to create a user list and use it for segmentation.

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This example shows a condition that includes a previously created user list called "Tenants".

CSV file

Identify users based on a CSV file.

Select whether you want to include or exclude the users in the file. Then click on Click to upload. Review our dedicated guide to learn how to create a segment from a CSV file.