Overview

Creating segments in CleverTap empowers you to target and engage specific groups of users precisely based on various criteria. This flexibility enables you to design segments based on past behavior and live user interaction with the app. The steps to create Segments vary based on the type of segment you want to create.

Create Past Behavior Segments

Consider the example of creating an action-based segment where users qualify if they purchased a particular product at least once in the past 30 days.

To create the above example segment, perform the following steps:

1. Navigate to Segments > Segments from the dashboard.
2. Click +Segment.
3. Select the Past Behavior segment type.
4. Click Add a rule group to start building your query.
5. Select the Event (Did) rule from the User Behavior option.
6. Select the Charged event where the count is one and then click Refresh Data.

The qualified segment of users for the defined rule is calculated.

7. Click Save Segment.
8. Enter the Segment name and click Save.

Your new segment, Charged Users , can now be seen in the main section on the Segments page.

To know more about creating more complex rules, refer to the Segmentation Rules.

Create Live User Segments

Consider the example of creating an Inaction in Time Frame segment for which users will qualify in real-time as soon as they add a product to the cart but do not purchase it within 10 minutes.

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Golden Window for Mobile Transactions

The golden window within which most users transact on our iOS and Android app platforms is within 10 minutes.

To create the above example segment, perform the following steps:

1. Navigate to Segments > Segments from the dashboard.
2. Click + Segment.
3. Select the Live - Inaction in Time Frame segment type.
4. Select the Added to Cart event and set the DOES NOT DO Charged within as 10 minutes.
5. You may select the Filter on past behavior and common properties checkbox to apply filters to past actions, inactions, or common user property filters.
6. Click Save segment.
7. Enter the Segment name and click Save.

Your new segment, Added to cart but no charge within 10 minutes, can now be seen in the main section on the Segments page.

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Segment Naming Best Practices

Convey the core meaning of the segment while keeping the name brief.

Create Live Segments with Multiple Triggers

The Multi-Triggers feature lets you segment users based on one or more events. Consider an example of Live - User Actions segments where users qualify as soon as they perform any of the following events:

• App Launched
• UTM Visited
• Notification Clicked

To create a live user segment with multiple triggers:

1. Navigate to Segments > Segments from the dashboard.
2. Click + Segment and select the Live - User Actions segment type.
3. Click Add Event and select the events from the list. In this example, select the App Launched, UTM Visited, and Notification Clicked events.
4. Click Save segment.
5. Enter the Segment name and click Save.

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Note

• You can add a maximum of 10 events for multi-trigger.
• Multi-Triggers are exclusive to the Live - User Actions segment.

Create Custom - List Based Segments

You can create a custom list segment by uploading user lists via the dashboard or API.

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File Size

You can upload a maximum file size of 50 MB from the dashboard. The maximum file size allowed from an API upload is 5GB.

File Format

Only CSV file format is supported for upload. Also, the list of users for your segment must follow a specific format. You can upload the profiles with identity type as CleverTap ID (g) or GUID and identity (i).

The format of the CSV file is as follows:

The Type and Identity columns are mandatory for successfully uploading a custom list segment in the above format.

The Type field specifies the type of identity used for each segment user. This can be either g for CleverTap ID or GUID for a third-party identifier, and i for identity.

The Identity field contains the sample value of the identifier for each user, which can be a string or a number, depending on the identifier type. For example, if using the i type, the identity field might contain email addresses, phone numbers, or your custom identifier for each user.

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User Profiles

A Custom - List Based segment can only contain user profiles that are on the CleverTap dashboard. It does not create any new profiles or update the attributes for the existing user profiles.

Create from Dashboard

1. Navigate to Segments > Segments.
2. Click + Segment.
3. Click Custom - List Based.

The Create Segments page is displayed.

4. Enter the Segment name.
5. Click Browse and select the CSV file to be uploaded.

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Sample custom list CSV

It is recommended to download the Sample custom list CSV file and format your custom list information as per the downloaded sample file.

6. Click Save Segment.

You will receive an email with the details after the file is processed.

The uploaded segment is now available for use.

Create from API

You can create a custom list segment from API. For detailed steps, refer to Custom list API.

Replace via Dashboard

You can replace a custom list segment from the dashboard. However, if the segment is currently in use for engagement through a Campaign or Journey, then you must stop the Campaign or Journey before replacing the segment.

To replace a segment:

1. Click the ellipsis icon from the segment you want to replace.
2. Click Replace.

2. Click the Re-upload user list and select the CSV file.
3. Upload the CSV file.
4. Name the file and save it. Wait for it to be processed.
5. You will receive an email with the details after the file is processed.

The uploaded segment is now available for use.

Troubleshoot Upload

File size exceeds 50 MB

This error occurs when the file size exceeds 50 MB.

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Note

If the file size is more than 50 MB, it can be uploaded via Custom list API.

Error uploading the file

You can see the following message when trying to upload the file.

If the file is not uploaded correctly, you can upload it again.

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Segment processing

The custom list segment is available for use only after the process of creating or updating is complete.

View Segment Details

The segment details can be viewed from the Segment dashboard. The segment details page shows all the available information for the segment, such as:

• Segment Trend: If the users have increased or decreased over time.
• Campaigns and Journeys: The number of campaigns and Journeys currently using the custom list segment.
• Segment size and reachability: The total number of users in the segment and their reachability across various engagement channels.
• Sample Users: These are samples from your list. You can open any of them to check their details.

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Tip

Click the download icon to download all the users in your segment.

Use Custom List Segment

When creating a campaign, you can use the custom list segment from the Who section. All the custom list segments are listed under the WHO section of the Campaigns page.