Use the segments tab to create lists of users that can be shared by splits in an environment. Segment your customer base to directly target these segments in your release process and re-use these segments across your splits.
A segment is a pre-defined group of customers that a feature can be targeted to. These segments can be created from a CSV upload, via the API, or simply by adding IDs to the segment.
Segments are best for targeting relatively fixed or specific groups of users that you can easily identify, like a whitelist of accounts. For more dynamic targeting, see Custom Attributes.
As you think about feature releases, take a step back and acknowledge all of the things that segmentation helps you do better. Use your segments to:
- Ensure quality testing: Example: If you want to release to your internal or outsourced QA team, create a
- Target employees for internal testing: Example: If you want to release to your entire company to test the feature or gather feedback, create an
- Plan your release strategy: Example: If you want to release to a group of customers who have expressed interest in a particular feature, create a
These are just a few examples that engineering and product development teams should think about. There are many more ways that you can apply segmentation to drive better results and ensure a successful and safe release.
Split makes segment creation easy. First, navigate to your segments and click Create Segment. This prompts you to create a new segment.
When creating your segment, you can easily specify information for your new segment, including name, traffic type, owners, tags, and description. This information can help you and your team manage your segment and customize to your team's workflow.
A. Name your segment
Give your segment an easily recognizable name.
Segment names must start with a letter and can contain the characters - _ a-z A-Z 0-9. Also note that segment names cannot be datetime, string, or integer.
B. Specify the traffic type
Select the traffic type you want to use this segment for.
C. Add owners
Add one or more owners to your segment. Use owners to isolate segments in the browse panes to those owned by me and simplify permissions by providing owner edit rights for a single segment across all environments by toggling permissions on. When toggled on, permissions inherit owners as editors.
D. Add tags
Add one or more tags to help you categorize the segment. You can use tags to isolate to a particular team or feature release. Create tags like reporting team, front end, or geo search release.
E. Describe your segment
Provide a description of the segment. This helps your team members understand the segment's purpose.
F. Create your segment
When all of the details are in place, click Create and you are taken to your new segment.
Add to environment
To begin using the segment in a given environment, click Add To Environment. You can create and define customers within this segment.
After configuring the segment, you can begin adding customers to it.
Number of customers in a segment should not exceed 10,000
When you add customers to a segment, remember that these are lists that then need to be fully downloaded to all of our backend SDKs. Too many customers in a segment mean that your SDKs take longer to get ready. Do not add more than 10,000 members to any one segment to avoid delays.
You can use your segments in your split targeting rules to target a particular set of customers or a percentage of a particular set of customers.