Create segment

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Get started

To begin creating User or Company segments, apply conditions from the User Overview or Company Overview page and click “Save Segment”. You can then access and manage your segments from the ‘Segment’ global filter directly on the User / Company Overview page, or navigate to Segments.

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Conditions

Conditions help you narrow down user data based on different criteria. Userpilot offers several types of filtering options: 1. User Data: Filter users based on auto or custom user properties. You can see the full list of auto and custom user properties within Data Management → User Properties. 2. Company Data: Filter users or companies based on auto or custom properties. You can see the full list of auto and custom company properties within Data Management → Company Properties. 3. Events: Filter users based on their interactions and behaviours. Use labelled, tracked, or custom events to specify the user interaction and refine further by specifying:
  • the number of times an event was triggered (e.g. users who performed an event three times in the past week)
  • custom event property data (i.e. filter tracked events by the custom property data attached to them)
4. Segments: Filter by users who match conditions in previously saved segments 5. Pages: Filter users based on whether or not they have viewed specific tagged pages 6. Content Engagement: Identify users based on their interactions with specific Userpilot content, including:
  • Banners – Users who have seen a banner
  • Checklists – Users who have started, completed, or dismissed a checklist
  • Flows – Users who have seen, completed, dismissed or engaged with a flow
  • NPS Surveys – Users who responded to or ignored an NPS surveys
  • Spotlights – Users who have seen a spotlight
  • Surveys – Users who submitted responses to or ignored in-app surveys
7. User Feedback: Filter by users who have provided feedback through:
  • NPS responses
  • Surveys
  • Flow form responses

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Understanding Logical Operators (AND vs. OR)

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AND Operator

When you apply multiple conditions using the AND operator, all conditions must be met for a user/company to be included in the results

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OR Operator

The OR operator surfaces users/companies who match at least one of the applied conditions. Example:
  • If filtering users who signed up in the last 7 days AND have a premium plan, only users matching both conditions will appear.
  • If filtering users who signed up in the last 7 days OR have a premium plan, users meeting either condition will be displayed.

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Logic Groups: Combining Multiple Conditions

Logic Groups allow you to group conditions with the same logical operator for more advanced filtering. Example: If you want to filter users who signed up recently AND have created a report OR a dashboard, you can create a logic group:
  • Condition 1: Signed up in the last 7 days
  • Condition 2: (Created report OR created dashboard)
This way, we can target all new users who interacted with one of my core features. Segments 6.png

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Adding Multiple Values Using “OR”

Userpilot allows you to add up to 5,000 inputs within a single condition using the “Add Multiple Values” feature. This feature enables users to copy and paste a list of values (e.g., user emails, IDs) separated by a line break or a comma, making it easier to filter large datasets efficiently.
If you need to add more than 5,000 inputs, you can simply create an additional condition to accommodate the extra values.

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FAQs

For any questions or concerns please reach out to support@userpilot.com