Condition

Create a segment by specifying user attribute and event conditions.

1. Add basic segment details

To create a segment using user attribute and event conditions, go to Segments and click + Create segment > Conditions.

Under Segment info, enter a name, an optional description, and optional tags.

  • The name will be displayed in the segment list.
  • Tags can be used for filtering in the segment list.

2. Add segmentation conditions

Under Configure segment, click + and select an event or attribute to segment users by. Complex segmentation conditions can be combined into condition groups.

Event conditions

Event conditions include additional settings for event properties, aggregations (how events are counted), and the timeframe of events to consider.

Setting

Description

Constraints

Constraints are filters for individual event properties. Select an event property from the dropdown, select an operation, and enter the comparison value. The available comparison operators will differ depending on the event property's data type.

Aggregation

The aggregation type determine how events are counted. Select one of the following aggregation types, select an operation, then enter a comparison value.

Count: Evaluate the number of times the user has performed the selected event.
Count unique: Evaluate the number of visits where the user has performed the selected event. If the user performs the action multiple times during a single visit, it's only counted once.
Sum: Evaluate the sum of the values for numeric event properties, for example, price, purchase quantity, or event duration.

Timeframe

Set the range of data that should be used when evaluating this condition. There are three ways to select a timeframe:

Absolute: Select a specific date, such as "January 1st, 2023".
Relative: Select a time that is relative to the present day, such as "90 days ago" or "Today". This timeframe is dynamic and updates in real time.
Annotations: Use the annotation date from an existing annotation.

Condition groups

Adding multiple conditions within same level will create a condition group. The following example shows a segment containing users who satisfy both Condition group A and Condition group B, where:

  • Condition group A consists of users who added at least one product to their cart (product_added_to_cart) event or viewed a page (page_viewed) at least four times in the past two days.
  • Condition group B consists of users who haven't made a purchase (product_purchased) in the past two days.

You can perform the different operations to edit segmentation condition groups.

Create a new condition group

Hover over the condition and click the + button that appears inside the condition block.


Add conditions to an existing condition group

Click the + button that appears at the end of the condition block.


Set condition group operators

Condition groups are evaluated using the operator specified in the previous (outer) level. Click the operator to switch between AND and OR.


Move conditions between groups

Drag and drop individual conditions into the desired condition group.


Delete conditions

Hover over the condition and click X.



5. (Optional) Set profile view settings and review reachable user count

  • Profile view settings: Show the segment in the user's profile view. Only available for accounts with AIRIS enabled.
  • Reachable user counts: View the number of reachable users for each channel. Only available for accounts with AIQUA enabled.

Profile view settings

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Profile view settings are only available for accounts with AIRIS enabled.

Check Show this segment in user profiles to see the segment name under the Segments section of the user's profile for users in this segment.

Review the reachable user count

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Reachable user counts are only available for accounts with AIQUA enabled.

Under Segment users, you can review the segment's reachable user count broken down by channel.


6. Save the segment

Click Create to finish save the segment. Next, learn how to manage your segment and export it to a third-party ad platform.


Comparison operators

Different comparison operators are available depending on the data type of the user attribute or event property.

Boolean

Compare the boolean attribute value directly. The condition evaluates to true when the attribute matches the selected value (true or false).

Number

OperatorDescription
equalsEvaluates to true if the number matches the specified value.
greater thanEvaluates to true if the number is greater than the specified value.
less thanEvaluates to true if the number is less than the specified value.
greater than or equalsEvaluates to true if the number is greater than or equal to the specified value.
less than or equalsEvaluates to true if the number is less than or equal to the specified value.
does not equalEvaluates to true if the number doesn't match the specified value.

Text

OperatorDescription
isEvaluates to true if the text exactly matches the specified string (case-sensitive).
containsEvaluates to true if the text includes the specified substring.
existsEvaluates to true if the attribute has any non-empty value.
starts withEvaluates to true if the text begins with the specified string.
ends withEvaluates to true if the text ends with the specified string.
is notEvaluates to true if the text doesn't exactly match the specified string.

Timestamp

There are several types of timestamp data, each with different operators.

Timestamp typeDescription
TimestampSupports standard numerical comparisons.
Absolute dateSupports comparisons based on an absolute date. Supports the Ignore year option.
Relative (proximity to date)Supports comparisons relative to the current date. Supports the Ignore year option.
Calendar monthSupported comparisons based on the month. Supports the Ignore year option.

Timestamp: Timestamp

OperatorDescription
afterEvaluates to true if the timestamp occurs after the specified date and time.
beforeEvaluates to true if the timestamp occurs before the specified date and time.
on or afterEvaluates to true if the timestamp occurs on or after the specified date and time.
on or beforeEvaluates to true if the timestamp occurs on or before the specified date and time.
existsEvaluates to true if the timestamp attribute has any recorded value.
does not existEvaluates to true if the timestamp attribute has no recorded value.

Timestamp: Absolute date

OperatorDescription
onEvaluates to true if the timestamp occurs any time on the specified calendar date.
on or beforeEvaluates to true if the timestamp occurs on or before the specified calendar date.
on or afterEvaluates to true if the timestamp occurs on or after the specified calendar date.
betweenEvaluates to true if the timestamp falls within the specified date range, inclusive of both start and end dates.

Timestamp: Relative (proximity to date)

OperatorDescription
TodayEvaluates to true if the timestamp falls on the current calendar day.
In the lastEvaluates to true if the timestamp occurred within the specified number of days/weeks/months before the current date.
In the nextEvaluates to true if timestamp occurs within the specified number of days/weeks/months from the current date.
More than ... agoEvaluates to true if the timestamp occurred more than the specified time period before the current date.
More than ... laterEvaluates to true if the timestamp occurs more than the specified time period after the current date.
Exactly ... agoEvaluates to true if the timestamp occurred at exactly the specified time period from the current date.
Exactly ... laterEvaluates to true if the timestamp occurs at exactly the specified time period after the current date.

Timestamp: Calendar month

OperatorDescription
This monthEvaluates to true if the timestamp falls within the current calendar month.
Last monthEvaluates to true if the timestamp falls within the previous calendar month.
Next monthEvaluates to true if the timestamp falls within the next calendar month.
In the month ofEvaluates to true if the timestamp falls within the specified month.

Ignore year option (annually recurring events)

Check the Ignore year option to capture annually recurring events, such as birthdays or membership anniversaries. This option is available for the following timestamp types:

  • Absolute date
  • Relative (proximity to date)
  • Calendar month