Segments

Use Segments to personalize the UI for different groups of end-users.

What are Segments?

Segments are groups of end-users. You can create a Segment from logical conditions, such as ‘first 30 days'.

With Segments, Candu gives you the power to moderate which Tutorials will be visible to different groups of end-users. Segments help you ensure that all of your end-users see the content that is most relevant to them.

Types of Segments

Here are a few examples of Segments you can build:

Example

Function/Purpose

Admin & Standard

Varying the level of access allows you to tailor instructions. A deeper dive with your admins can keep it simple for everyone else.

New & Returning

New end-users often want to understand the essentials of your platform, whereas returning end-users will want to go deeper.

Strategic Accounts

Give your VIPs instructions that cater to their unique needs.

Default Segments

By default, Candu will provide you with the following Segments:

  1. Only Me: This Segment only includes your individual login. It’s useful for testing Tutorials before sharing them with your end-users.

  2. Everyone: This Segment includes all end-users. It is best used for as a fallback option for content that everyone should be able to access.

Building a custom Segment

To create your custom Segment, first name and describe your Segment. This will help you find it later, and help others understand which end-users the Segment includes.

You can build a custom Segment from end-user events (logins, button clicks) or traits (email domains, location) using and/or logical conditions.

You can find all of your available options for events and traits in your Event Stream.

If there are events or traits that you’d like to use but don’t see, your engineering team should be able to help you set these up.

Candu allows you to use the following logical conditions to build your Segment: performed an event, were active, were new, and have a property.

Logical conditions define events and traits.

Here are a few examples of Segments you can build with logical conditions:

Type

Logical Condition

Why Use

Event

Performed an Event

… allows you to group end-users who clicked on a button or adopted a feature within your platform

Event

Were Active

... allows you to focus on end-users who have logged into your product within a period, such as Last 30 Days

Event

Were New

... allows you to group on end-users who have logged into your product for the first time, such as First 30 Days

Trait

Have a Property

… allows you to tag end-users with specific attributes, such as their email domain or location

Finally, you can combine multiple logical conditions using and/or logic (have X domain AND are new).

Create a Segment using and/or logic to consider unique events and/or traits.