To create a new Segment, go to the Segments page in Candu and click 'Create Segment' in the top right corner.
ℹ️ Please not that you need to have either connected a data source such as Segment.com or a CRM or manually sent through user information via the installation script for your data to be available in Segments. More info here.
1. Name Your Segment
Name and describe your Segment. This will help you to find it later and assist your team in understanding which users the Segment 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 you like 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
There are lots of different data points you can choose from when it comes to 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 (things like domain, role type, email, name). If you need specific properties, make sure they are included during Installation.
First visit: The first time a user visits your application after Candu has been installed.
Last visit: The last time a user visits your application after Candu has been installed.
Content: To schedule a specific piece of content to show for a specific time period.
User Event: 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, then you could say "this person has taken a tour and next time they login we can show them new content".
You can build a custom Segment defined by any of the above options and choosing AND/OR logical conditions. Conditions may also be nested, which allows you to create complex Segments depending on your needs.
All available options for events and traits can be found in your Event Stream under Workspace Settings. If there are events or traits that you’d like to use but which do not appear, you will need to configure your data source integration to send them through or get assistance from your engineering team.
⚠️ If you build a Segment using variables that have not yet been recorded in your Event Stream, the Segment will not include any users until a user records the relevant event.
3. Review Your Segment
Once you have selected all of 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 add your Segment.
You can now click into your Segment and see how many users fall into it to check that it seems right.
You can click on the 'Users' tab to see a list of the relevant users and some key information about them.
You can drill even further and click on any individual user to bring up a list of all the traits and user information you have sent Candu about them.