How to Create User Segments

How to Create User Segments

User Segment Creation Guide

📚 Leveraging Existing Templates

Ptengine Experience provides the following basic templates:

Anonymous Users 🕵️ Target: Users who have not reached key conversions

Examples: Non-registered members, no inquiries, no reservations, etc.

Strategy:
Personalization based on traffic and visit history

  Value proposition of products and services

Known Users 👤 Target: Users who have achieved basic business goals

Examples: Logged in, purchased, inquired

Strategy:
Value-added proposals based on user attributes and behavioral data

  Fan building through continuous relationship development

Loyal Users 🌟 Target: Users who highly value products and services

Strategy:
Providing special invitations

  Collection of user feedback and application to improvements

  Word-of-mouth promotion

🛠️ Creating Original Segments

Custom segments tailored to business needs can also be created.

User Segment Configuration Steps

INFO Video↓↓↓

Please view the chapter on how to create user segments.

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INFO Text↓↓↓

1. Open the Screen

Click "User" in the Experience tab, and then click the green button at the bottom of the screen.

2. Select Segment 🎯

When Using Templates:

Click the star icon to display recommended content (3 items)

Select the template you want to use

Click "Verify Details and Define"

When Creating an Original Segment:

Click "Create New User Segment"

Or create from "Original"

3. Segment Settings ⚙️

① Enter the user group creation screen

② Enter the user group name

③ Set filter conditions:

User behavior

Visit attributes

User labels, etc.

④ Save the segment by clicking the "Save" button

Points to Remember When Creating

Clear objective setting

Selection of appropriate segment conditions

Verification of data accuracy

Regular review and update

💡 Tips

Groups tailored to specific user behaviors

User groups showing interest in specific products or services

Groups based on region or age groups

🔍 Points to Note

Ensuring data quality and quantity

Avoiding duplicate or conflicting segments

📊 Configuration Examples

For an explanation of user segment conditions, please refer to this article.

"High-frequency Visitor" Segment: Users who have visited a specific page 5 or more times in the past 30 days

"Cart Abandonment" Segment: Users who added items to their cart but did not complete the purchase ⚠️ Note: Events must be configured in advance.

"Seasonal Product Interest" Segment: Users who have viewed a specific seasonal product page

By effectively utilizing these templates and custom groups, more precise user analysis and implementation of marketing measures based on that analysis become possible.