Filters & Segments

Overview

Filtering users and creating Segments is the most powerful tool to analyze data and to target the correct audience when it comes to triggering Userpilot content.

When navigating to the Users Dashboard, Userpilot enables you of customizing the information you would like to view through Filters and Segments. All you have to do is navigate to the Users Dashboard > Overview tab > Add Filters.

The Filters

There are different types of data that you can filter out and they include the following: 

1. User data: You can filter all the user data that you're passing to Userpilot such as name, email, signed up, etc., and the custom properties as well. User data is passed to Userpilot from the installation snippet
2.  Company data: You can filter all the company data that you're passing to Userpilot such as name, people, signed up, etc., and the custom properties as well. 
3. Features and events: This filter provides information regarding the tracked events and features that you have tagged. This allows you to see the users who have carried out specific tracked events or clicked on specific feature tags. For example, you can filter users that clicked on a feature tag three times the past week.

4. Segment: This feature contains the segments that you have previously saved so you'll be able to view which users match the conditions within that segment and the ones that don't. This section of this document explains how to save a segment.

   

5.   Content Engagement: You can filter users based on the progress they have made with Userpilot content.

   • Checklist events – When choosing to filter out the Checklist events, you can select the name of the Checklist you would like to view its engagement. You can view the users who have:

     - The Checklist in progress               - Have seen the Checklist

     - Have not seen the Checklist           - Have completed the Checklist

     - Have dismissed the Checklist         - Have engaged with the Checklist

   • Flow Events – When choosing to filter out the Flows events, you can select the name of the Flow you would like to view its engagement data and select one of the filters:

     - Have seen the Flow                        - Have not seen the Flow

     - Have completed the Flow               - Have not completed the Flow

     - Have dismissed the Flow                - Have not dismissed the Flow

     - Have engaged with the Flow           - Have not engaged with the Flow

   • NPS Events – When choosing to filter out the NPS events, you'll be able to view the users who have > seen the NPS, have NOT seen the NPS, have dismissed the NPS, or have submitted the NPS. 

     

6. User Feedback: This option includes the users who have submitted feedback for the NPS and the Responses from Flow's surveys and forms. You'll be able to view both the user's and their feedback.

   

The Difference between All and Any

The [All] Condition

When choosing the ALL condition, it will apply the 'AND' operator. this means that all the following conditions applied below must match the users or companies. If a user does not apply to ALL the conditions, then they will not appear on the Dashboard once you run the query. 

The [Any] Condition: 

When choosing the ANY condition it will apply the 'OR' operator, this means that at least one of the following conditions applied below matches for the user or company. Once you run the query for the condition, all the users who fall under at least one of the conditions will show up on the Dashboard. 

 Adding Logic Groups

Logic groups are categorized conditions that correlate. If you wish to use more than one condition, and perhaps one of those conditions could be separated into 2 sections so that the users of each condition would still match, then you can achieve that by adding a Logic Group. 

Example: You would like to filter out the number of users who have signed up recently with an Admin role OR an Editor role. 

The conditions should look something like this: 

This way, you'll be able to view the users who signed up within the last 7 days, either if their role is an Admin or Editor. 

How to create a Segment

To create and save a Segment, all you have to do is add the filters and conditions that you would like to see the users who match them > Name the Segment > Hit Save. 

Once this is done, you'll be able to view your Saved Segments from the Segments drop-down Menu.

Editing Segment

If you wish to edit a Segment and add/remove conditions, then you can do so by navigating to the Segments drop-down menu > Selecting the Segment you would like to edit > Click on the filters to view the conditions. 

You can also rename, duplicate, archive, view where the segment is being used, and manage it. 
Just click on the "Edit Segment" button to the top right.