Segments

slice and dice your list of customers and users to analyze it more closely and deliver the best experience for each segment overview segments for companies no two customers are the same – nor can they be treated in an identical manner it’s our mission to help you better understand your customers and focus on their unique needs our segmentation module allows you to organize your customers into groups based on account details, activities, lifecycle stages, and more segments are a core module of custify they can be used standalone – to analyze segment evolution over time, or as part of other modules within custify, such as trigger a playbook automation based on specific segments segment the health scores start and end a lifecycle set lifecycle goals customize the dashboard reporting narrow down the list view to look at a specific segment of customers defining segments there are 3 ways to define a segment 1\ use the side menu bar to select the segment section and click on the “new segment” button 2\ or create a new segment from anywhere in the app by using the global shortcut ( +), than select "new segment" 3\ the third option gives you the possibility to turn a filtered list of customers into a segment once you have a filtered list of customers that you want to analyze and monitor, simply click on the 3 dots and save it as a segment to set up a company segment, you will need to define the following choose a unique name and description the description is optional and can help you distinguish between similar segments or explain the purpose of a more complex segment if you want to keep a close eye on the movement within a segment, you can choose to receive a notification 🔔 when a company enters or leaves the segment make sure you have notifications enabled for your profile now let’s define the segment logic you can use multiple criteria where all or at least one of the conditions match if you select “all”, only the companies that meet all the criteria will be part of the segment and they will leave the segment as soon as one of the conditions is not met if you select “at least one”, all companies that meet at least one of the criteria will be part of the segment and they will leave the segment as soon as none of the criteria are met to define the criteria, we provide you with a multitude of choices, so you can use any of the data you sent to custify or the metrics you define health scores, lifecycles, tasks, you name it let’s explore each of them options conditions example attribute attributes sent via api, integrations or manually defined depends on the attribute type premium clients that have a revenue higher than 200 event any event sent via api or generated by a playbook event has (not) been performed, how many times (ever or in a given timeframe) you can also filter by metadata clients that logged in more than 10 times in the last 30 days metric health scores, notes, tasks (by status) or any of the metrics you calculate directly in custify also depends on the metric type customers with the csm rating smaller than 3 and the last note added more than 14 days ago is in segment/ is not in segment any of the segments defined, except those that already have a segment referenced as matching criteria lifecycle status any of the lifecycles defined on track, behind, stuck, completed customers that are stuck in onboarding observation using segments in other segments a segment that has “is in segment / is not in segment” criteria defined cannot be used as part of another segment tracking segments viewing customers that are part of a segment once you’ve created segments, you can click directly on the segment status to see the list of customers in a segment the same results will be displayed if you use one or more segments as filters in the customer list view viewing all current segments for a customer the list of segments a company is currently part of can be accessed in the usage tab on the https //kb custify com/customer 360 profile viewing segments history for a customer you can check when a company entered and left a segment by filtering the activity timeline for segments navigate to the activity tab on the https //kb custify com/customer 360 profile removing/adding a company to a segment segments are based on rules or groups of rules once a company no longer meets the rules of a segment, it leaves the segment it is not possible to manually add or remove customers from a segment, but you can define new criteria to have them excluded managing segments to create, edit, or delete segments, you can navigate to the segments section from the side menu there, you’ll see a list of all segments with the ability to edit/delete/duplicate each one for each segment, we provide you with a list of useful details status last edited created new 24h tags used in quick preview pro tip delete unused or redundant segments to focus on what’s important overview segments for people very similar to customer segments, you can use people segments to group your users by their personal attributes or behaviors