Create and manage intelligent segments of participants for your SaaSquatch programs. Improve personalization and ROI by using these segments to accurately promote each program to the correct group of users.
🔗 What is User Segment?
User Segmentation is the process of dividing your user-base into groups based on shared characteristics.
Common segmentation criteria include demographic factors like:
- Job Industry
- Place of employment
You might also segment users based on a number of characteristics related to their relationship with your business like, for example:
- Membership status
- Subscription plan tier
- Last purchase date
- Signup date
By segmenting your users you can better understand their interests, follow their activity, and more accurately provide value that matches their needs.
🔗 SaaSquatch and User Segmenation
The SaaSquatch system provides the tools needed to correctly segment your user-base to match your customer demographics and business model.
Through the use of User Segmentation you can make sure each of your customers is shown the correct program, with the correct messaging, and the correct reward.
Currently, User Segmentation is supported in our VIP, Repeat Purchase and Birthday Programs. This means that you can set these programs to only reward specific users using segmentation. For more information on our Growth Automation Programs, click here to learn more.
🔗 SaaSquatch Portal Management
The SaaSquatch Portal provides the ability to configure the segments you have setup in your SaaSquatch account, as well as add, edit, or remove which segments users in your project are part of.
Through the SaaSquatch portal you can make changes to a bulk list of users to add or remove them from segments in your SaaSquatch project.
This can be especially helpful when looking incorporate segmentation and user data you have stored in an existing BI tool.
🔗 Bulk Edit Quickstart
The following five steps outline the process for importing a
.csv containing a list of users you would like to add or remove from one or more of your User Segments:
- Navigate to the Segments page in the Participants section of the SaaSquatch portal
- To add/remove members from an exsiting segment:
From the Actions menu for the segment you would like to add/remove users from, select the option to 'Add Users'.
To add members to a new segment:
Select the option to "Create New". After you choose a name for your new segment you will be redirected to the Import Users page.
- Click the [Select & Upload] button to choose the CSV which contains the list of users you would like to add or remove from the segment.
- Select whether you would like to add the users to, or remove the users from, one or more of the segments that are configured in your SaaSquatch project.
- Click [Start Import] to submit the job to be processed by the SaaSquatch system.
Once the import process has been completed, the SaaSquatch system will notify you by email. If you are importing a large list of users, please be patient as this can take some time.
Note: You can find an example CSV with the structure of this user import here.
🔗 SaaSquatch API and squatch.js Segmentation
This functionality can be accessed by including one or more of the following "Operations" (a combination of the name of the segment and an operator) in the user object of the API call or squatch.js method.
The following operators are the basis for the User Segmentation "Operations" used to manage which segments a user is a member of.
|Add||Providing just the segment key will attempt to add the user to the segment. If the user is already part of the segment then no action will be taken.||
Including the segment key with a
The following Operations, built using the available Operators, enable you to manage which segments a user is a member of.
|Add||Adds a user to a segment. Any other existing segments will be retained.||
|Set|| Set the segment(s) for a user. Any other existing segments will be removed.
NOTE: Ordering does matter! To perform a
|Remove||Remove a user from a segment. Any other existing segments will be retained.||
|Clear||Clear all segments configured for a user.||