To create a new Segment, go to the Segments page in Candu and click 'Create Segment' in the top right corner.
ℹ️ Please note that your data must be connected to a data source such as Segment.com or a CRM or manually send user information via the installation script for it to be available in Segments. Learn how to set up segments.
1. Name Your Segment
Name and describe your Segment. This will help you find it later and help your team understand which users it includes. Click 'Next Step' to automatically save and begin building conditions.
2. Add Conditions
Click 'Add Condition' to combine conditions, or click 'Add Event' to nest conditions. You can add as many conditions or events as possible to define your desired Segment.
Select AND to require all included conditions to be met. Select OR to require any included conditions to be met.
Segment Properties to Choose From
You can choose from many different data points when creating Segments of users.
User ID: All or part of a user ID that you have passed through from your application (it will be the same ID you use to track users internally)
User Property: The list of available properties will depend on what user traits you send Candu (domain, role type, email, and name). If you need specific properties, make sure they are included during Installation.
First visit: The first time a user visits your application after installing Candu.
Content: To schedule specific content to show for a particular period.
User Events: User Events track all of the Candu Events (button clicks, card clicks, checklist checks), etc., so that you can create user segments based on how users have interacted with your Candu content.
Example use case: If a user clicks a "Start Tour" button, you could say, "This person has taken a tour, and next time they log in, we can show them new content."
You can build a custom Segment defined by any of the above options and choose logical conditions. Conditions may also be nested, which allows you to create complex Segments depending on your needs.
3. Review Your Segment
Once you have selected your conditions, review and save any changes you’ve made by clicking either 'Segment List' or 'Connect to Content' at the bottom of the page.
If you select 'Connect to Content, ' you will be taken to your content list. You can then select the Content and add your Segment.
Click Confirm & Go to Segment List to see how many users fall into your Segment:
You can also check your segment user count when amending an existing Segment:
You can use Segment User Lookup to check whether a user fits in your segment or not and a list of other segments they belong to:
You can drill even further and click on any individual user from Analytics > Users to bring up a list of all the traits and user information you have sent Candu about them.
