Managing Segments

Reference: What is User Segmentation?

To create a new Segment:

1.   At the top panel of the Apty Insights select Preferences.

2.   In the opened screen switch to the Segmentation tab.

3.   At the left side panel click the  (Plus) button. At the left side panel in the Active Segments section provide a name of a new Segment.

4.   Define the filtering criteria:

Statement
Variable
Condition
Filter
IF / AND / OR IF
App Variable / Browser / Location
contains / equal to / not equal to
Depends on the selected variable


5.   Toggle the Enable button to activated this Segment. To make this segment inactive, disable it by switching the toggle.

6.   Once done with the settings, click Save at the bottom of the screen.


To edit a Segment:

1.   At the top panel of the Apty Insights select Preferences.

2.   In the opened screen switch to the Segmentation tab.

3.   In the left side panel select the Segment that should be edited. In the main panel Segment's filtering criteria is displayed.

4.   Make the necessary changes and click Save.

To remove a Segment:

1.   At the top panel of the Apty Insights select Preferences.

2.   In the opened screen switch to the Segmentation tab.

3.   In the left side panel select the Segment that should be deleted. In the main panel Segment's filtering criteria is displayed.

4.   At the bottom of the screen click the Remove Segment link.




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