Zephr User Guide

User Segments

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A common use case for Zephr customers is the desire to show different outcomes to different groups within an audience.

Zephr makes this easy with our User Segments tool. User Segments allow you to segment your users based on conditions such as URL/path visit, or User Attribute.

Once segmented, these groups can be targeted with custom outcomes within a feature rule.

Segments are site-specific, allowing you to categorise a user into a segment on one of your sites, but not another, dependent on their behaviour.

Note: Registered users and Customers will retain their user segments throughout their lifecycle, whilst an anonymous user’s segment will be retained throughout the life of their session (around three months if they do not clear their cookies).

Configuring User Segments

Creating, Editing and Deleting a Segment

First, you’ll need to create a segment. Navigate to Identity > User Segments within your Zephr Admin Console.

Here you will see a list of all available segments, and the option to add new ones. For new segments, click the Create a Segment button.

Give your segment a Label, and an optional Description, and then click Save.

User Segments - Create a Segment

Once saved, your segment will display within the User Segments list. Here you can see the status of the segment, and use the kebab menu to edit or delete the segment.

Adding Users to a Segment

Users are added to segments by meeting certain criteria within a rule flow or user journey.

To trigger this, you will need to add a decision point into your Zephr Rules, specifying at which point in a rule a user should be added to a segment.

Navigate to Products > Features, then open a new version of the rule that will provide you with an opportunity to segment users.

For example, if you are creating a segment based upon users being interested in Sports content, you may wish to add them to a Sports user segment within an Article Feature Rule, when they view Sports content.

The ability to add a user to a segment is found in the User tab of the Zephr Rules Palette. On the User tab, scroll to the right and locate the Add to Segment node, then drag it onto your canvas.

User Segments - Add to Segment

A modal will display, asking you to select the segment a user should be added to. Select the relevant segment, then click Save.

User Segments - Add to Segment - Detailed View

Now, connect your node to the relevant point of your rule.

User Segments - Add to Segment Example Rule

In the example above, anonymous users who have triggered the Article rule will be checked to see if they are accessing content on the /sports/ path. If they are, they will be added to the Sports segment, and view the article, whilst other users will read the article without being added to a segment.

The Add to Segment node can be added to any point in a rule, but cannot be used as an outcome.

As it can be connected to any decision point, there are unlimited possibilities to the way you can create and add users to different segments. For example, you could check to see if a user is accessing a Feature from their mobile device, during commuter hours, and add them to a Commuter segment.

Using Segments in Rules

Once you have rules in place to add users to segments, you can then begin altering user journeys based on the segments a user is in. This also takes place within your Zephr rules.

Navigate to Products > Features, then open a new version of a rule you wish to target to a specific user segment.

In the Rules Palette, navigate to the User tab, then select the Segment Decision Point, and drag it to your canvas.

Select the segment you want to check for, and click Save, then complete the rest of your rule as normal.

User Segments - Segmented Example Rule

In the example above, a user hitting an Ad Feature is checked to see if they belong to the Morning Commuters segment. Those belonging to the segment see a custom offer for commuters, whilst those not in the segment see a generic offer in the ad slot.

Viewing a User’s Segments

To view a user’s segments, navigate to Identity > Users and locate the user in the user list.

On the User Details page, select the User Segments tab for a full list of the user’s segments. Here you can search for a specific segment by name, and see the number of Sites a user is part of that segment for.

User Segments - Viewing Segments

Clicking the kebab menu next to the segment allows you to remove a user from a specific segment.

User Segments - Remove from Segment