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 > Conditions.

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. 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. Pages: You can filter your tracked Pages to see which users have seen them or not.
6. Content Engagement: You can filter users based on the progress they have made with Userpilot content, whether they have seen, interacted or dismissed your created content.
   • Banner
   • Checklist
   • Flow
   • NPS
   • Spotlight
   • Survey
7. User Feedback: This option includes the users who have submitted feedback for the NPS, Surveys and the Responses from Flow's forms . You'll be able to view both the user's and their feedback.

The Difference between AND & OR operators

The AND Condition

When choosing the AND operator, it means that all the conditions applied 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 OR Condition: 

When choosing the OR operator, it means that at least one of the conditions applied 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 free plan OR a premium plan. 

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 plan is free or premium.

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 Conditions. 

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