To send more relevant, timely messages, you’ll want to reach people who share similar characteristics. In Customer.io, you can use two different types of segments: data-driven and manual.
With these two segment types and the ability to combine segments, you should have a tremendous amount of flexibility over the messages you send.
Data-driven segments are used when you want Customer.io to handle automatically moving people in and out of a segment based on different kinds of data: pageviews, events, user attributes and action activity.
You can message users when they enter a specific segment or a combination of segments. For example, “Email all users who have viewed page X” or “Send an SMS to all users who have viewed page X and have used feature Y”.
Here is an overview of building data-driven segments:
For more information on how to set up each kind of data-driven segment, please see the following documentation:
You’ll notice on the left side of the condition or group, there is a handle that you can use to pick up and drag the item. If you’ve made a mistake in your segments, or simply want to move a condition or group within the segment builder, you can do so by dragging and dropping either of them, like this:
In the above example, we drag a single condition into a group, and then save the segment.
Manual segments are used when you want to handle moving people in and out of the segment yourself. This way you have complete control over who is in your segment.
This is useful for situations where you have a more fixed segment of people, the segment is maintained or created outside of Customer.io, and/or there is no integration setup with the source system.
There are currently two methods to manage a manual segment:
idfrom the segment
1a. If you’re creating a new segment, go to the “Segment” page and click “Create Segment”
Give your segment a name, a description (optional), and then click “Create Manual Segment”. You will automatically be launched into the workflow for uploading a CSV, proceed to step 2.
1b. If your segment already exists, click on “Edit Segment” to add by CSV.
2. Upload your file and follow the three easy steps of Setup, Map and Review
The manual segment will need to first be created in the workspace. Simply create your segment and cancel out of uploading a CSV.
As you build more and more segments, you’ll find that the segment list will grow. At that point, you may want to archive or delete several segments at once, in order to keep your ‘Active’ list clean and manageable, and easily filtered. To see how to do that, head over to archiving and deleting segments.
Customer.io shines when you have an active data integration with your system so you can utilize attributes and behaviors of your end-users to set up automated messaging from our app.
That is the power of data-driven segments, and for the most part this is the type of segment you should be using.
Manual segments are available in instances where you need more hands-on control of the segment, you are expecting limited changes or a data integration is not available to you.
Add that person to Customer.io with our uploading people tool! Then, you can add them to a manual segment.
Yes! You can use both segment types in your campaign triggers or campaign filters.
Yes! Manual segments will work in all the places data-driven segments work today. For Newsletter recipient targeting, campaign triggers and campaign filters.
When you add people to a manual segment, this is equivalent to a person matching the conditions and entering a data-driven segment.
No! When you make changes to your data-driven segment’s conditions, people who already match the updated conditions will not automatically enter any campaigns that are triggered by that segment. Only people who meet the updated segment conditions AFTER the changes are made will enter the campaigns.
It is best to ensure your segment conditions are correct prior to starting your campaign. Alternatively, if you are attempting to make those changes and would like the changes to cause people to enter campaigns, then it is recommended that you create a new segment and change the trigger conditions in your campaign.