How to Create and Use Segments
Learn how to create and manage customer segments based on attributes and behaviors. Use segments to target the right audience for push notifications and marketing campaigns.
Overview
A Segment is a group of app users who match selected conditions.
Use segments to send notifications to a more relevant audience instead of targeting every app user. You can create segments based on customer information, shopping activity, location, purchase history, and app engagement.
For example, you can target:
Customers in a specific country
Users who have not opened the app recently
Customers who added products to their cart
New users
Returning customers
Customers who previously viewed a notification
Step 1: Create a segment
Open Ego Mobile Builder.
Go to Notifications → Segments.
Click Create segment.
Enter a clear segment name.
Use a name that helps you quickly understand the audience, such as:
Inactive users — 30 days
Customers in the United States
New users — last 7 days
Added to cart but not purchased
Step 2: Choose how conditions are matched
Under the segment name, select how subscribers should match the conditions.
All conditions
Users must meet every condition added to the segment.
Example:
Location Country equals United States
Last session date is before the selected date
Only users who meet both conditions are included.
Any condition
Users only need to meet one of the added conditions.
Example:
Added to cart
Added to wishlist
Users who performed either action can be included.
Step 3: Add segment conditions
Under Conditions, choose between:
User fields
Use customer profile, purchase, location, and app usage information.
Available conditions include:
Customer tags
Language
Last order date
Last session date
Location City
Location Country
Location Postal code
Location State/Province
Logged in
Operating system
Total orders
Total spend in the app
Total spend across all channels
New user
Has purchased before
Has not purchased before
Clicked a notification before
Last login
Activity fields
Use actions customers performed in the app.
Available conditions include:
Added to cart
Added to wishlist
Viewed collection
Viewed product
Step 4: Configure each condition
After selecting a field:
Choose the comparison rule, such as Equals, After, or another available option.
Enter or select the required value.
Review the condition in the Detail panel.
The available comparison rules depend on the selected field.
For example:
Location Postal code → Equals → 10001
Last session date → Before → Selected date
Total orders → Greater than → 2
Step 5: Add more conditions
Click Add more to include another condition.
Conditions are connected using AND when All conditions is selected. This means users must meet every condition in the segment.
Use the Delete action to remove a condition that is no longer needed.
Avoid adding too many conditions unless they are necessary. A highly restrictive segment may contain very few eligible users.
Step 6: Review and save
Use the Detail panel to review:
Segment name
Matching rule
Selected fields
Comparison rules
Entered values
When everything is correct, click Save.
Use a segment in notifications
After saving the segment, you can select it when creating a notification.
Manual Notification
The selected segment defines the audience for that one-time campaign.
For example, you can send a promotion only to inactive users or customers in a selected country.
Automated Notification
The selected segment limits which users are eligible to receive the automation.
A user must meet both:
The automated notification trigger
The selected segment conditions
The user must also have installed the app and allowed push notifications.
Recommended practices
Give every segment a clear and descriptive name.
Use All conditions when every rule is required.
Use Any condition when one matching rule is enough.
Keep conditions relevant to the notification goal.
Review date-based segments regularly.
Avoid creating multiple segments with nearly identical conditions.
Confirm the selected segment before sending a notification.
Troubleshooting
The segment contains fewer users than expected
Review whether All conditions is selected. Users must meet every condition when this option is used.
The segment contains too many users
Add another relevant condition or use a more specific comparison value.
A condition does not return the expected users
Check the selected field, comparison rule, and entered value.
The segment does not appear in a notification
Confirm that the segment was saved successfully, then refresh the notification editor.
Some segment users do not receive the notification
Users must also have the app installed and allow push notification permission. Automated notifications may require additional trigger conditions.
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