SaaSquatch Help Center

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:

  • Age
  • Sex
  • Location
  • Job Industry
  • Place of employment
  • Income

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
  • Device

segment user cloud

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.

The SaaSquatch portal, SaaSquatch REST API, and squatch.js Javascript Library can each be used to actively manage which segments you have setup in your SaaSquatch project, and which user is part of each segment.

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.

Learn more about how each of the available SaaSquatch Growth Automation programs make use of User Segmentation.

SaaSquatch Portal Management

The SaaSquatch portal provides the ability to configure the segments you have setup in your SaaSquatch project, 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:

  1. Navigate to the Segments page in the Participants section of the SaaSquatch portal
  2. 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.

  1. 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.
  2. Note: You can find an example CSV with the structure of this user import here.
  3. 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.
  4. 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.

SaaSquatch API and squatch.js Segmentation

The SaaSquatch REST API and squatch.js Javascript library can be used to programatically manage which segments a specific user is a member of.

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.

Operators

The following operators are the basis for the User Segmentation "Operations" used to manage which segments a user is a member of.

Operator Description Example
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. mySegmentKey
Delete Including the segment key with a ~ in front of it will inform the SaaSquatch system to remove the user from the segment. If the user is already not part of the segment then no action will be taken. ~mySegmentKey
Clear Including a * key, with a ~ in front of it, will inform the SaaSquatch system to remove the user from all segments they are currently part of. ~*

Operations

The following Operations, built using the available Operators, enable you to manage which segments a user is a member of.

Operation Description Example
Add Adds a user to a segment. Any other existing segments will be retained. { "id" : "abc_123", ... "segments" : ["A"] }
Set Set the segment(s) for a user. Any other existing segments will be removed.

NOTE: ordering does matter! To perform a set operation, the clear Operator (~*) should be included first.
{ "id" : "abc_123", ... "segments" : ["~*","A" ] }
Remove Remove a user from a segment. Any other existing segments will be retained. { "id" : "abc_123", ... "segments" : ["~A"] }
Clear Clear all segments configured for a user. { "id" : "abc_123", ... "segments" : ["~*"] }

You can find further details about using these Operations in our squatch.js Javascript library and SaaSquatch API methods in our documentation.