User Segments

User Segments are curated groups of client users that meet certain criteria. You can scope campaigns and features to specific User Segments. These do not update in real time.

To manage user segments, navigate to the User Segments page in Foxtrot.

Best Practices

There should never be more than 10 active user segments at one time. Please pause any you are not using to avoid slowing down performance.
It takes approximately two hours from when a user meets the criteria of a user segment to officially reflect in the user segment. This is a rolling two hours for each individual user.
- It is best practice to "pause" any user segments that are no longer in use to help limit the amount of "active" user segments at any given time. This can help ensure that segment refresh job durations don't increase beyond two hours.
Users needs to be logged in to see any content scoped to a User Segment.

User Segments: List View

When a user navigates to the user segments page, user sees a list view of all created user segments.
- GID: The internal unique id of the user segment
- Name: The internal facing name of the user segment
- Status: Indicates the status of the user segment (active, paused or deleted)
- Is Live: Indicates if the user segment is live (yes or no)
  - Live user segments meet one of the below two criteria:
    - Active + permanent user segment
    - Active + temporary user segment before its expiration date
- Expression: A preview of the criteria of that user segment
Search and filter by the below fields to view a select user segment:
- Search and filter by GID
- Search and filter by Name. Search is case sensitive
- Search and filter by Is Live
- Search and filter by Status

User Segments: Create and Update

To add a new user segment, select Create User Segments CTA on top left of the list view
To view or update a user segment, click in from the list view

Segment Tab

Name: The internal facing name of the user segment
Status: Indicates the status of the user segment (Active, Paused or Deleted)
Limitations: Select if the user segment is permanent or temporary
- Permanent: User segment does not have an end date
- Temporary: User segment has a specific end date
  - If user segment is Temporary add an end date under the Exipry Date field
Filter Type: Select AND or OR
- AND: User needs to meet all of the sets of criteria to fall into the user segment (one Filter is one set of criteria).
- OR: User needs to meet any of the sets of criteria to fall into the user segment (one Filter is one set of criteria).
Add Filter: Add as many filters as necessary to configure the criteria of the User Segment
- Type: Select the Type of filter from the dropdown
  - Example: Email, Days Since Last Order, Selected Postal Code
- Operator: Select the logic of the Type. This is different for each Type.
  - Example: In, Greater Than, Less Than
- Depending on the Type additional fields may appear to help populate the User Segment
  - Example: If Type is set to Email, the user can search for existing emails to add to the user segment or upload emails by CSV.
  - Example: If Type is set to Days Since Last Order, the user can add the number of days since last order of the users they want to capture in the User Segment.
User can ADD and REMOVE as many filters as necessary
- Remove by clicking the red X in the top right corner of the filter
Press Create User Segment in the top left corner to save

Users Tab

If Type results in a list of user accounts, here is where you can see the associated email accounts who meet the criteria of the user segment and download as a CSV if necessary.

View Usage Tab

Click to View Usage: Clicking this will show all of the features in Foxtrot that are scoped to the user segment (ie, promotions, promo codes, banner interstitials).