User Segment Advanced Configuration Guide
To effectively use user segments, proper condition settings are essential.
How to Create User Segments explains the general flow of segment configuration,
This article explains filter conditions for user segments in detail.
Filter Types
User segment filters fall into three main categories.
User Behavior
Visit Attributes
User Labels
1. User Behavior🏃♂️
User behavior creates segments based on specific actions on your website. It can be configured from the following 4 items:
Website: Filter by how many times a page was visited / not visited within the past ● days Configuration Example Users who visited product pages 5 or more times in the past 30 days
Users who have not visited the blog even once in the past 7 days
**Usage Tips**
Identifying highly interested users
Extracting users requiring re-engagementEvent: Filter by how many times an event occurred / did not occur within the past ● days Configuration Example: Users who added to cart 3 or more times in the past 14 days
Visit: Regardless of specific pages or actions, filter by how many times the entire site was visited / not visited within the past ● days Configuration Example: Users who visited the site 5 or more times in the past 7 days
Experience: Filter by which experience pattern was / was not seen within the past ● days Configuration Example: Users who saw Pattern A of A/B test in the past 14 days
2. Visit Attributes🌐
Visit attribute data is important information obtained from browser cookies each time a user visits your site. By default, the following 18 types of attribute data can be collected.
Of the following, campaign name, traffic source, medium, keyword, and content correspond to utm_campaign, utm_source, utm_media, utm_keyword, and utm_content of UTM parameters, respectively.
3. User Labels🏷️
The following are default user attribute data labels that Ptengine can identify.
While partially the same as visit attributes, when setting conditions with user labels, time specification is not required.
Additionally, if you are collecting custom user attribute data using user identification tags, those attributes are included above.
How to Set Filter Conditions💅
With Ptengine, you can set diverse filter conditions when creating user segments. This allows you to accurately extract users with specific behaviors or attributes and apply them to targeted marketing and analysis.
Basic Configuration Structure
Filter conditions are set with the following structure:
"Filter" >> "Data" >> "Matching Rule" >> "Period"
Matching Rule Details
Matching rules include the following options (specific content is not provided, but generally includes the following):
Equals (=)
Not Equals (≠)
Greater Than or Equal To (≥)
Less Than or Equal To (≤)
Contains
Does Not Contain
Starts With
Ends With
Practical Filter Configuration Examples
🛒 High-Frequency Purchasers Filter: User behavior on website
📱 Mobile Users Filter: Visit attributes
🆕 New Registered Users Filter: User labels
🌟 VIP Users Filter: User labels (Custom)
DANGER
Important Notes
Data Accuracy: Before setting filter conditions, confirm that related events or user labels are properly configured and collected
Combination Effects: By combining multiple filters, you can create more refined segments
Regular Review: Periodically review and update filter conditions according to changes in user behavior and market trends
Importance of Testing: Before applying new filter conditions, perform small-scale testing to confirm the intended results are achieved
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