Create Segments (Early access)

Segments are reusable audience selection criteria. Create a segment instead of recreating your audience selections every time you send a message.

You can build a segment using unique identifiers, such as channel ID or named user, or by an identifier that may belong to or include multiple users, such as an attribute or audience list, and even other segments. See Segmentation Data on this page. See also: Targeting Your Audience.

 Note

You can also create segments using the API. See: API: Segments.

Create a new segment

Segments are sets of audience conditions organized in blocks. A block contains one or more conditions, providing a way to mix and match boolean operators. For example, you might use an OR operator for conditions in a block, and use an AND operator to join the blocks together.

 Note

The updated segment builder does not support location history. If you want to use location history in your segment, click the link at the top of the Segments page to use the legacy segment builder.

  1. Go to Audience » Segments and click Create Segment.

  2. Enter a name and description, then click Save and continue. You will find your audience segment by name when creating messages.

  3. Search for or select segmentation data.

  4. Set an operator determining how you want to evaluate the condition, e.g., True/False, Before, Equals, etc.

    • Predicted to Churn does not have operators.
    • All other conditions except attributes use the True/False operator. Select whether to include users for whom the condition is true or false.
    • Attribute operators vary by attribute type.
  5. (Attributes only) Set a value. No value is required for operators Empty and Not Empty.

    TEXT and NUMBER attributes Click Add a value and enter a value in text or number format, then hit Enter on your keyboard to save the value. Repeat for multiple values. Multiple values are evaluated as a boolean OR.
    DATE attributes

    Configure Specific date, Relative date, or Today. Availability and requirements depend on the attribute operator.

    • Specific: Select a Year/Month/Day. With the Equals and Does not equal operators you can also use formats Day, Month, Month/Day, and Year/Month.
    • Relative: Specify the number of years/months/days/hours/minutes from today’s date.
    • Today: With the Equals operator, select Month/Day or Year/Month/Day. With the After and Before operators, Year/Month/Day is the only option and is preselected.
     Note

    For the Between operator, the end date is not inclusive, e.g., selection Between July 5 - July 17 includes dates July 5 to July 16.

  6. (Optional) Add or edit conditions.
    • Click   to change your selection within a condition, e.g., change a tag from airship to starship.
    • Click   to add a condition to a block.
    • Click Add a block   and configure additional conditions.
    • Click   to duplicate or delete conditions and blocks:
      •   Duplicate a condition.
      •   Delete a condition. Deleting all conditions in a block deletes the block. After creating additional blocks, you can hover over a block and click Edit block   to make changes.
  7. Set the logic between conditions or blocks:

    • AND = all conditions must be met
    • OR = any condition must be met
  1. Click Save and exit.

Send a message to a segment

After you create a segment, you can select it as an audience in the Message and A/B Test composers. See Target Specific Users for detail.

To send a message to a segment using the API, see the Audience Selector.

Manage segments

Go to Audience » Segments to view a list of your segments.

  • Your last modified segment is listed first.
  • You can sort the list by Name, Date Created, or Date Last Modified.
  • You can search for segments by name.
  • Click   to see a segment’s description and all Sort by information in a single view. Click   to collapse.

Duplicate a segment

You may want to duplicate a segment as a starting point for a new audience segment, rather than starting from scratch.

  1. Go to Audience » Segments.
  2. Click   for a segment.
  3. (Optional) Enter a name and description for the new segment. The name is prefilled with “Copy of [original segment name]” and the description is the original segment’s description.
  4. Click Save and continue.
  5. Edit as you would a new segment.
  6. Click Save and exit.

Edit a segment

If you schedule a message that targets a segment, and then edit that segment, the scheduled message audience does not automatically use the updated segment criteria. Airship uses the segment as it existed when you created the message unless you manually update the message.

  1. Go to Audience » Segments.
  2. Click   for a segment.
  3. Edit as you would a new segment.
  4. Click Save and exit.
  5. (Optional) Update scheduled messages that use the edited segment.
    1. Go to Messages » Messages Overview.
    2. Select the Scheduled view.
    3. Click   for the message you want to update.
    4. Click Review & Schedule in the header, then click Schedule Message. You do not need to change the message itself. The targeted audience will be updated to reflect the changes made to the edited segment.

Delete a segment

 Warning

Deleting a segment that is in use may impact messaging.

  1. Go to Audience » Segments.
  2. Click   for a segment.

Segmentation data

You can create segments using the following audience criteria.

 Note

Lifecycle audience lists are not supported for web, email, SMS, or open channels.