What are Segments?

In this explainer, we’ll dig into what segmentation is, how it works, and why it matters in the context of your workflows.

💡 Segmentation is the process of classifying your customer base into different groups, based on traits they share.

Plainflow’s segments are dynamic, meaning they number of matching users will vary over time as more or less users will match the filter conditions.

Since Plainflow supports both known users and anonymous users, you can create segments that contains either categories of users. Learn more on how to create a segment that contains anonymous users here.

Segments will let you classify your users based on the data Plainflow collects. As Plainflow is able to tie back together data coming from your app or your product with data coming from the different products you use in your stack like (Clearbit, MadKudu, Typeform, Zendesk, etc) segmentation capabilities are much more powerful.

Segments are used to define the enrollment criteria of workflow trigger. If you edit a segment that is being used as a trigger, you will also edit the trigger of the workflow.

Head to the Segments’ area to see what are your segments.

shadow-listing-segment

For each segment you will be able to see whether or not they are actively used in the workflows.

How to create a segment?

You can create segments in the Segment editor. You can create segments by filtering for customer properties and/or events conditions.

Check out here more to about how to create segment with the segment editor.

Configure your default Segment

When you’re just getting started in a new Plainflow account you will notice that under the segments area there already is the segment Active Users.

💡 You can’t delete default system segments.


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