Custom segmentation allows to categorize users based on specific conditions. You can use default auto-generated segments (see for more information this article) or create custom segments tailored to your preferences. Here is step-by-step guide to setting up custom segments.
Where to find?
Find the Users section in your overview and select Segments.
How to create new segment?
1. Click the +Add Segment button in the upper-right corner.
2. Define your segment by entering its name and description (optional).
3. Set the condition that determine which users will be assigned to the segment.
For every segment you can select from 2 conditions: the day of user signup (users are segmented based on the number of days since their Signup date) and tags (users are grouped based on predefined tags specified in the segment settings).
You can add one or multiple conditions to define the segment as shown in the picture below. The conditions can be of the same type or different types, depending on your requirements.
4. When finished, click the blue button Create to save your new segment.
When users meet the specified conditions, they are automatically assigned to the custom segment. This process runs every 24 hours. Any changes, such as newly added users who meet the criteria, will reflect in their profiles the following calendar day.
Note: To use Custom Segmentation, you need to define the userId tag. Learn more here.
If you use Tags for content targeting, you can set custom tags now very simply (read this guide).
All custom segments can be easily removed, just click the bin icon next to the segment you want to remove. This action will remove the segment from all relevant users immediately.