{"_id":"576a656d6f15260e001f8978","githubsync":"","parentDoc":null,"user":"54aa7f3f9bb00c0b00cb899b","category":{"_id":"576a656c6f15260e001f893a","version":"576a656c6f15260e001f8938","__v":0,"project":"54aa7f773b56130b0056c86e","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-01-05T12:25:25.590Z","from_sync":false,"order":3,"slug":"working-with-pulsate","title":"Working with Pulsate"},"project":"54aa7f773b56130b0056c86e","version":{"_id":"576a656c6f15260e001f8938","__v":3,"project":"54aa7f773b56130b0056c86e","createdAt":"2016-06-22T10:16:12.661Z","releaseDate":"2016-06-22T10:16:12.661Z","categories":["576a656c6f15260e001f8939","576a656c6f15260e001f893a","576a656c6f15260e001f893b","576a656c6f15260e001f893c","576a656c6f15260e001f893d","576a656c6f15260e001f893e","576a656c6f15260e001f893f","5797787ce2d8f40e0052b4a6","5b041bc0769904000374c645"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":false,"codename":"For Marketers","version_clean":"4.0.0","version":"4.0"},"__v":2,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-01-05T12:31:05.636Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"settings":"","results":{"codes":[]},"auth":"required","params":[],"url":""},"isReference":false,"order":0,"body":"[block:embed]\n{\n  \"html\": \"<iframe class=\\\"embedly-embed\\\" src=\\\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F4pdik_Tqzq8%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D4pdik_Tqzq8&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F4pdik_Tqzq8%2Fhqdefault.jpg&key=02466f963b9b4bb8845a05b53d3235d7&type=text%2Fhtml&schema=youtube\\\" width=\\\"854\\\" height=\\\"480\\\" scrolling=\\\"no\\\" frameborder=\\\"0\\\" allowfullscreen></iframe>\",\n  \"url\": \"https://www.youtube.com/watch?v=4pdik_Tqzq8&feature=youtu.be\",\n  \"title\": \"Creating segments in Pulsate\",\n  \"favicon\": \"https://s.ytimg.com/yts/img/favicon-vflz7uhzw.ico\",\n  \"image\": \"https://i.ytimg.com/vi/4pdik_Tqzq8/hqdefault.jpg\"\n}\n[/block]\n**What is a segment? **\n\nA segment is a particular division of users who fall into the same bracket due to a common bond. For example, a segment could denote a group of users who live in a certain area, or a group of users who have purchased a particular product. \n\n\n**Why should I segment users? **\n\nSegmenting users increases your marketing efficiency by sending targeted campaigns to the right users, at the right time. Dividing users into segments improves results as content is more precisely matched to the needs and wants of your customers. \n\n\n**What types of segments can I build? **\n\nPulsate provides seven categories to build conditions on; Personal, Activity, Social Influence, Device Settings, Events, Location and Custom Data. Each parent category is divided further to create granular segments, providing even deeper, more targeted data. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lrNYS5VxS8eHw1JO618l_Screen%20Shot%202016-06-22%20at%2011.59.31.png\",\n        \"Screen Shot 2016-06-22 at 11.59.31.png\",\n        \"1329\",\n        \"502\",\n        \"#2575d4\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**How to build a segment in Pulsate**\n\nSegments can be built on Pulsate once you have integrated the SDK (Software Development Kit). To create a segment, click on the segment icon in the top corner of the navigation bar on the left. This is where previously built segments are listed. Click on the “+ New Segment” button to be taken to the segment builder page. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lP8Srr7KQSh1KZdPxJDD_Screen%20Shot%202016-06-22%20at%2012.00.32.png\",\n        \"Screen Shot 2016-06-22 at 12.00.32.png\",\n        \"1279\",\n        \"802\",\n        \"#2674d3\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nHere you can add one or multiple conditions from the drop down menu to start building your segments out. The more conditions added, the more specialised your segment gets.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/HAicAYp3R4OtEypmk6Dn_Screen%20Shot%202016-06-22%20at%2012.03.37.png\",\n        \"Screen Shot 2016-06-22 at 12.03.37.png\",\n        \"1028\",\n        \"309\",\n        \"#386998\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**How to use custom data to build a segments**\n\nImport your own custom data to the Pulsate cloud to create granular segments specific to your brand and the actions of your customers. \n\n\n**How to delete a segment from Pulsate**\n\nTo delete a segment in Pulsate, go to the segment builder homepage where segments that were previously created are listed. Simply click the drop down menu that appears to the right when you hover over any segment and choose “delete segment”. This segment has now been removed permanently from your segment list. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/XCWiKeaoTlWwjFh3hdT8_Screen%20Shot%202016-06-22%20at%2012.04.40.png\",\n        \"Screen Shot 2016-06-22 at 12.04.40.png\",\n        \"1243\",\n        \"770\",\n        \"#2674d3\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**How to export segment data from Pulsate**\n\nData can be exported by clicking “Export CSV” located under the drop down menu '‘View Users'’ to the right of each segment. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/jQ8XBrrPQXiXsACF7tLn_Screen%20Shot%202016-06-22%20at%2012.49.53.png\",\n        \"Screen Shot 2016-06-22 at 12.49.53.png\",\n        \"1298\",\n        \"841\",\n        \"#2674d3\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nAll app users will initially be included in your segment until a condition is added. As more conditions are added the number of users will decrease creating granular segments of users.\n\n\n**How to build out your segments using 'And' or 'Or' conditions**\n\nAfter you have added your first condition, you can build out segments further using both 'And' or 'Or' conditions. To add either an 'And' or 'Or' condition select the 'Add' button underneath the first condition and choose the relevant option. The 'And' condition when selected will automatically place another 'And' condition directly underneath the previous.\nIf an 'Or' condition is selected it will indent and nest underneath the previous condition with an option to add further 'or' conditions underneath.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Ky79NWFRbKHCDYwzVR4t_Screen%20Shot%202016-06-22%20at%2012.52.15.png\",\n        \"Screen Shot 2016-06-22 at 12.52.15.png\",\n        \"1528\",\n        \"577\",\n        \"#3e5f8e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**Saving your segment** \n\nWhen you have finished creating your first segment click 'save segment' in the top right hand corner of the page. This will activate a popup modal where you can then name and save your newly created segment of users.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ADARuVajQtm2JT5gD32A_Screen%20Shot%202016-06-22%20at%2012.53.15.png\",\n        \"Screen Shot 2016-06-22 at 12.53.15.png\",\n        \"1320\",\n        \"557\",\n        \"#2976d4\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**How do I edit a segment?**\n\nYou can edit a segment anytime simply by clicking the edit icon which will bring you back into the segment builder. If you wish to delete a segment select the delete icon which will activate a confirmation popup modal.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/wYoRK3B2ThGzPIfJaadq_Screen%20Shot%202016-06-22%20at%2012.54.54.png\",\n        \"Screen Shot 2016-06-22 at 12.54.54.png\",\n        \"1264\",\n        \"803\",\n        \"#2674d3\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n**Locating and viewing your saved segment** \n\nAfter you have named and saved your segment it will automatically appear in the list of previously created segments in the Targeting section of the campaign builder under 'Segments'. \n\n\n**Dynamic Updating of User Segments**\n\nUsers will move in and out of saved segments dynamically as their behaviour, social, and geospatial data updates in real-time.","excerpt":"The user segmentation tool allows you to segment your users based on behavioural, social, and geospatial awareness.","slug":"step-1-creating-a-segment","type":"basic","title":"Segments"}

Segments

The user segmentation tool allows you to segment your users based on behavioural, social, and geospatial awareness.

[block:embed] { "html": "<iframe class=\"embedly-embed\" src=\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F4pdik_Tqzq8%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D4pdik_Tqzq8&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F4pdik_Tqzq8%2Fhqdefault.jpg&key=02466f963b9b4bb8845a05b53d3235d7&type=text%2Fhtml&schema=youtube\" width=\"854\" height=\"480\" scrolling=\"no\" frameborder=\"0\" allowfullscreen></iframe>", "url": "https://www.youtube.com/watch?v=4pdik_Tqzq8&feature=youtu.be", "title": "Creating segments in Pulsate", "favicon": "https://s.ytimg.com/yts/img/favicon-vflz7uhzw.ico", "image": "https://i.ytimg.com/vi/4pdik_Tqzq8/hqdefault.jpg" } [/block] **What is a segment? ** A segment is a particular division of users who fall into the same bracket due to a common bond. For example, a segment could denote a group of users who live in a certain area, or a group of users who have purchased a particular product. **Why should I segment users? ** Segmenting users increases your marketing efficiency by sending targeted campaigns to the right users, at the right time. Dividing users into segments improves results as content is more precisely matched to the needs and wants of your customers. **What types of segments can I build? ** Pulsate provides seven categories to build conditions on; Personal, Activity, Social Influence, Device Settings, Events, Location and Custom Data. Each parent category is divided further to create granular segments, providing even deeper, more targeted data. [block:image] { "images": [ { "image": [ "https://files.readme.io/lrNYS5VxS8eHw1JO618l_Screen%20Shot%202016-06-22%20at%2011.59.31.png", "Screen Shot 2016-06-22 at 11.59.31.png", "1329", "502", "#2575d4", "" ] } ] } [/block] **How to build a segment in Pulsate** Segments can be built on Pulsate once you have integrated the SDK (Software Development Kit). To create a segment, click on the segment icon in the top corner of the navigation bar on the left. This is where previously built segments are listed. Click on the “+ New Segment” button to be taken to the segment builder page. [block:image] { "images": [ { "image": [ "https://files.readme.io/lP8Srr7KQSh1KZdPxJDD_Screen%20Shot%202016-06-22%20at%2012.00.32.png", "Screen Shot 2016-06-22 at 12.00.32.png", "1279", "802", "#2674d3", "" ] } ] } [/block] Here you can add one or multiple conditions from the drop down menu to start building your segments out. The more conditions added, the more specialised your segment gets. [block:image] { "images": [ { "image": [ "https://files.readme.io/HAicAYp3R4OtEypmk6Dn_Screen%20Shot%202016-06-22%20at%2012.03.37.png", "Screen Shot 2016-06-22 at 12.03.37.png", "1028", "309", "#386998", "" ] } ] } [/block] **How to use custom data to build a segments** Import your own custom data to the Pulsate cloud to create granular segments specific to your brand and the actions of your customers. **How to delete a segment from Pulsate** To delete a segment in Pulsate, go to the segment builder homepage where segments that were previously created are listed. Simply click the drop down menu that appears to the right when you hover over any segment and choose “delete segment”. This segment has now been removed permanently from your segment list. [block:image] { "images": [ { "image": [ "https://files.readme.io/XCWiKeaoTlWwjFh3hdT8_Screen%20Shot%202016-06-22%20at%2012.04.40.png", "Screen Shot 2016-06-22 at 12.04.40.png", "1243", "770", "#2674d3", "" ] } ] } [/block] **How to export segment data from Pulsate** Data can be exported by clicking “Export CSV” located under the drop down menu '‘View Users'’ to the right of each segment. [block:image] { "images": [ { "image": [ "https://files.readme.io/jQ8XBrrPQXiXsACF7tLn_Screen%20Shot%202016-06-22%20at%2012.49.53.png", "Screen Shot 2016-06-22 at 12.49.53.png", "1298", "841", "#2674d3", "" ] } ] } [/block] All app users will initially be included in your segment until a condition is added. As more conditions are added the number of users will decrease creating granular segments of users. **How to build out your segments using 'And' or 'Or' conditions** After you have added your first condition, you can build out segments further using both 'And' or 'Or' conditions. To add either an 'And' or 'Or' condition select the 'Add' button underneath the first condition and choose the relevant option. The 'And' condition when selected will automatically place another 'And' condition directly underneath the previous. If an 'Or' condition is selected it will indent and nest underneath the previous condition with an option to add further 'or' conditions underneath. [block:image] { "images": [ { "image": [ "https://files.readme.io/Ky79NWFRbKHCDYwzVR4t_Screen%20Shot%202016-06-22%20at%2012.52.15.png", "Screen Shot 2016-06-22 at 12.52.15.png", "1528", "577", "#3e5f8e", "" ] } ] } [/block] **Saving your segment** When you have finished creating your first segment click 'save segment' in the top right hand corner of the page. This will activate a popup modal where you can then name and save your newly created segment of users. [block:image] { "images": [ { "image": [ "https://files.readme.io/ADARuVajQtm2JT5gD32A_Screen%20Shot%202016-06-22%20at%2012.53.15.png", "Screen Shot 2016-06-22 at 12.53.15.png", "1320", "557", "#2976d4", "" ] } ] } [/block] **How do I edit a segment?** You can edit a segment anytime simply by clicking the edit icon which will bring you back into the segment builder. If you wish to delete a segment select the delete icon which will activate a confirmation popup modal. [block:image] { "images": [ { "image": [ "https://files.readme.io/wYoRK3B2ThGzPIfJaadq_Screen%20Shot%202016-06-22%20at%2012.54.54.png", "Screen Shot 2016-06-22 at 12.54.54.png", "1264", "803", "#2674d3", "" ] } ] } [/block] **Locating and viewing your saved segment** After you have named and saved your segment it will automatically appear in the list of previously created segments in the Targeting section of the campaign builder under 'Segments'. **Dynamic Updating of User Segments** Users will move in and out of saved segments dynamically as their behaviour, social, and geospatial data updates in real-time.