Our auto-generated segments (first_time_user, returning_user, and inactive_user) have a new feature for advanced user differentiating and targeting called custom segments.
In the initial version of custom segments, you can segment identified users (with userId) based on their day of registration (Signup date).
This feature is located in the Users section under Segments.
To create a custom segment:
Click the +Add Segment button in the upper-right corner.
Define your segment by specifying its name, description (optional), and conditions.
Currently, the only available condition for custom segments is the day of user signup. Users are segmented based on the number of days since their Signup date.
You can combine 2 or more conditions, as shown in the picture above.
When users meet the specified conditions, they are automatically assigned to the custom segment. This process happens every 24 hours, so any changes, including adding the segments to new users, become visible in their profiles the following calendar day.
In the example below, the user Jan Wise with (UserId: zlk) was assigned to the trial segment (settings shown in the previous picture). This segment groups users that are new to the system or returning within 14 days of their Signup date. It was Jan’s first visit, so he was automatically added to the trial segment.
To use the custom segment for targeting, click the ⚡️Instructions button. This will display the instructions needed to apply the segment in settings for tours, banners, and more.
This article explains how to set targeting, which works the same way for the custom segments.
If you need to remove a created custom segment, click the bin icon next to the segment you want to remove. This action will remove the segment from all relevant users immediately.