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Segments

Creating segments in Pulsate

**What is a segment? **

A segment is a particular division of users who fall into the same bracket due to a common bond. For example, a segment could denote a group of users who live in a certain area or a group of users who have purchased a particular product.

**Why should I segment users? **

Segmenting users increase your marketing efficiency by sending targeted campaigns to the right users at the right time. Dividing users into segments improves results as the content is more precisely matched to the needs and wants of your customers.

**What types of segments can I build? **

Pulsate provides seven categories to build conditions on; Personal, Activity, Device Settings, Events, Location and Custom Data. Each parent category is divided further to create granular segments, providing even deeper, more targeted data.

Segment by Personal

Segment by Personal Option to select Input Value Type
Personal > Alias equal to, not equal to, starts with, ends with, contains String
Personal > Email equal to, not equal to, starts with, ends with, contains String
Personal > First Name equal to, not equal to, starts with, ends with, contains String
Personal > Last Name equal to, not equal to, starts with, ends with, contains String

Segment by Activity

Segment by Activity Options To Select Input value Option to select Input values Option to select
Activity > Signup less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years none none
Activity > Number Of Sessions less than, more than, between, equal to, not equal to Number none none none
Activity > Last Active less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years none none
Activity > Last Contained less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years none none
Activity > Last Contacted Admin less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years none none
Activity > Last Contacted Open campaign , campaign group select a campaign from the dropdown less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years
Activity > Opt Out True, False none none none none

Segment by Device Settings

Segment by Device Settings Option to Select Input Value
Device Settings > Device Guid less than, more than, between, equal to, not equal to String
Device Settings > Device Language less than, more than, between, equal to, not equal to String
Device Settings > Device Timezone less than, more than, between, equal to, not equal to String
Device Settings > Device Token less than, more than, between, equal to, not equal to String
Device Settings > Device Type Any, iOS, Android none
Device Settings > Device App Version less than, more than, between, equal to, not equal to Number
Device Settings > OS Version less than, more than, between, equal to, not equal to Number
Device Settings > Device SDK Version less than, more than, between, equal to, not equal to Number
Device Settings > IP equal to, not equal to Ip Address
Device Settings > Device Push Permission True , False none
Device Settings > Device Location Permission True, False none

Segment by Location Events

Segment by Location Events Option to Select Option To Select Option To Select Input Value Option To Select
Location Events > Last Been At Beacons: Beacon, Beacon Group. Geofences: Geofence, Geofence group List of registered beacons, to select one or List of registered geofences, to select one less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years
Location Events > Number Of Visits to Beacons: Beacon, Beacon Group. Geofences: Geofence, Geofence group List of registered beacon locations, to select one or List of registered geofences, to select one less than, more than, between, equal to, not equal to Number none

Segment by Events

Segment by Events Option to Select Option to Select Input Value Option To Select Option To Select
Events > Last in App Event From list of events to select one less than, more than, between, equal to, not equal to Number minutes, hours, days, weeks, months, years ago, away
Events > Number of Event Occurrences From list of events to select one less than, more than, between, equal to, not equal to Number none none
Events > Event Recorded From list of events to select one True, False none none none

Segment by Location

Segment by Location Input value Input Value
Location Location Name Distance in meters

Segment by Custom Data

Segment by Custom Data Option to Select Input Value
Custom data Custom Options Custom Input

How to build a segment in Pulsate

Segments can be built on Pulsate once you have integrated the SDK (Software Development Kit). To create a segment, click the “+ New Segment” button to be taken to the segment builder page.

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Here you can add one or multiple conditions from the drop down menu to start building your segments out. All app users will initially be included in your segment until a condition is added. The more conditions added, the more specialised your segment gets.

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How to segment users based on the language of their device

Pulsate allows you to segment users based on the language of their device. To segment users based on language, click on New Segment > Device Settings > Device Language:

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You can then enter the language code that you wish to segment users based on into the Value field. The language codes should be in the ISO 639-1 Language Codes format. Specific examples of codes for each language can be found in our SDK documentation here

How to build out your segments using ‘And’ or ‘Or’ conditions

After you have added your first condition, you can build out segments further using both ‘And’ or ‘Or’ conditions. To add either an ‘And’ or ‘Or’ condition select the ‘Add’ button underneath the first condition and choose the relevant option. The ‘And’ condition when selected will automatically place another ‘And’ condition directly underneath the previous. If an ‘Or’ condition is selected it will indent and nest underneath the previous condition with an option to add further ‘or’ conditions underneath.

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Saving your segment

When you have finished creating your first segment click ‘save segment’ in the top right hand corner of the page. This will activate a popup modal where you can then name and save your newly created segment of users.

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Locating and viewing your saved segment

After you have named and saved your segment it will automatically appear in the list of previously created segments in the Targeting section of the campaign builder under ‘Segments’.

How to use custom data to build segments

Import your custom data to the Pulsate cloud to create granular segments specific to your brand and the actions of your customers.

Dynamic Updating of User Segments

Users will move in and out of saved segments dynamically as their behaviour, social, and geospatial data updates in real-time.

Segment Action Buttons

The action buttons located beside each segment allows to edit a segment, view segment users, duplicate segment, export and delete segments.

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Action Buttons

Name Description
Edit Allows to edit the segment
View Users Allows to view users in the segment
Duplicate Allows duplicate segment
Download Allows to download segment users data
Delete Allows to delete a segment permanently

Edit Segment You can edit a segment anytime simply by clicking the edit icon which will bring you back into the segment builder. When you finished editing click Save Segment button. A new modal window pop up where you can insert/update segment name then click save button.

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View Segment Users Click “view users” button, it will open the list of users. Then click the “view” button to view user profile.

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Delete a segment from Pulsate

To delete a segment in Pulsate, click “Delete” action button. A new modal window will popup to confirm the action. Click Delete. This segment has now been removed permanently from your segment list.

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Duplicate Segment Allows duplicate an existing segment change or add more conditions and save as new one.

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Export CSV

Data can be exported by clicking “Export CSV” located to the right of each segment. The exported CSV will be delivered to the logged-in user by email.

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