Overview - Segmentation

Introduction

Segmentation is the process of creating a group of users having similar properties/behavior from the total user base. Segments can be based on similar user attributes, events, event attributes, or a combination of all.

MoEngage Segmentation allows you to build groups of users who share common attributes (for example, location) or have the same behavior pattern (for example., users who read an article). A user segment is built using a combination of filters based on Events and attributes.

With the use of Segmentation in MoEngage, one can analyze behavioral traits or send personalized campaigns effectively.

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Prerequisites

Before you start with segmentation, do ensure that events and user attributes are present in MoEngage either via MoEngage SDK integration, Data APIs or Warehouse imports.

Key Concepts

The key concepts that one should know before doing the segmentation are as follows:

  • User attributes and User activity (Events and Event attributes) are the building blocks of segmentation.
  • Filters are used to filter specific user attributes and events.
  • Joins to combine multiple segment blocks.

User Attributes

User attributes are properties of a user in the MoEngage system, such as email, name, last location, etc. The value of user attributes gets updated almost in real-time and the latest values are available for calculation.

Examples of segments based on user attributes can be:

  • Users whose Last known country is ‘India’.
  • Users who have Unsubscribed from email.
  • Users who have Reachability Push iOS as true.

User attributes have the latest value and do not have historical data on the attribute.

MoEngage generates some of these user attributes and most of these user attributes are passed by the client systems to MoEngage. For more information, see MoEngage-generated Derived Event Attributes.

Event & Event Attributes

Events are activities done by users such as App Open, Add to Cart, Product Purchase, Loan availed, etc. The properties related to these events are called event attributes. These events can be performed multiple times.

The examples for event attribute categories are App version, platform name, product category, product price, etc.

Examples of segments based on event attributes can be:

  • Users who have placed an order at least 3 times in the last 90 days with the category “sportswear”
    • Here, the event is placed in order and the event attribute can be the size, and color of the sportswear.
  • Users who have viewed the page at least 5 times in the last 30 days, with the category “laptop”
    • Here, the event is viewed page and the event attribute can be screen size, price, etc of the laptop.
  • Users who have added to the cart at least 1 time in the last 30 days, with the category “mobiles”
    • Here, the event is added to the cart and the event attribute can be the model, storage, etc of the mobile phone.

MoEngage generates some of these events and most of these events are passed by the client systems to MoEngage. For more information, see MoEngage-generated Derived Event Attributes.

Filters

Filters are the logical conditions by which specific user attribute values or event attribute values are filtered. For example, filters allow you to select users from the city of London or users who have purchased shirts in the last 30 days.

For more information, see Filters in Segmentation.

Joins

All segments or segment blocks are joined using AND, OR, and Exclude conditions.
OR - Combining the two Segment blocks.
AND - Take the intersection of the two Segment blocks. 
Exclude - Remove the intersection of the two Segment blocks from one block. 

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