File Segments

Growth teams often perform their custom analysis on the users and user data. Post the analysis, growth teams would want to use these users in a campaign or perform further analysis.

These users can be uploaded to MoEnage and used as the File Segment. The File Segment is a list of users. File Segment can be used for MoEngage campaigns or Analytics.

File Segments provide flexibility to create and target user segments that you may have identified through some user analysis at your end. You can import a list of users containing one of the User Attributes that identifies a unique user, and a custom segment of these users gets created.

Create a File Segment

Step 1:

Navigate to MoEngage Dashboard > Segment > All Segments > +Segment > File Segment

File_segment_1.gif

Step 2: 

  1. Provide a Custom segment name and description. 
  2. Select the file which has the user list. You can either upload a CSV or provide a URL to the same. 
  3. Select the User Attribute that your list is using. For example, if you have a list of the Driving IDs of your users, select Driving ID from the user attribute dropdown.
  4. Provide one or more email IDs where MoEngage can inform, once the custom segment is created.

Note: If you don't see the segment after receiving the email, please refresh the page and search.

File_segment_3.gif

 

warning

A user attribute value must uniquely identify a single user. If an attribute value identifies multiple users (e.g. a city attribute with the value 'London' may have many users) these multiple users may get mapped to a single attribute, become part of the segment, and may block other users from being included in the segment.

For example, you upload 5 emails, and the first email matches with 3 users (A, B, and C), and the remaining 4 emails match with one user each (D, E, F, and G). In this case, the system will randomly pick 5 users to be added to the file segment.

The system does the processing in batches of 2,000 attribute values and add maximum of 2,000 users into file segment for each batch. Even with fewer user attribute values, more users could be added to the file segment. For example if 1500 user attribute values results into 2500 users, system will randomly add 2000 of these 2500 users into the file segment.

File Format

Please check your file before uploading it to MoEngage systems. Ensure that - 

  • The file does not have duplicate values,
  • The file does not have special characters,
  • The file does not have double quotes,
  • The file does not have empty rows or empty columns
  • It should be a CSV file with a single column containing the user attribute.
  • The file size should not be more than 64 MB.
    Sample file link

Custom Segment Availability

As soon as the MoEngage system receives the File Segment request, it creates the custom segment. After creating a custom segment, the system processes the users and adds those users to the custom segment.
Hence custom segment is available when the file is processing and also if the file processing is failed. When the File Segment is processed, its status (either completed or failed) is communicated through an email.

In case the file upload/processing has failed, you can upload the file again using the same custom segment name. The system will add the new user to the provided custom segment. This functionality also enables adding new users to any existing file custom segment.

User Availability

File Segments can only have users that are present in MoEngage. If you upload a user, who is not present in MoEngage systems, that user is not processed and can not be part of the File Segment.

To upload new users into the MoEngage and create a File Segment of those users, refer to Import Users.

Edit a File Segment

Editing an existing file segment is possible via the MoEngage dashboard. On the MoEngage dashboard, you can perform the following actions on a file segment:

  1. Add users: A new list of users can be added to an existing file segment.
  2. Remove users: A list of users can be removed from an existing file segment.
  3. Replace users: A list of users can be replaced in an existing file segment.

Step 1:

Navigate to the file segment that you would like to edit from the Segment > All Segments page.

Step 2:

From the Actions tab, click on the More Actions vertical ellipses and choose the Edit option.

Step 3: 

  1. Choose the Edit action that you want to perform on the file segment among Add users, Remove users and Replace users.
  2. Select the file which has the user list to be added, removed, or replaced. You can either upload a CSV or provide a URL to the same. 
  3. Select the User Attribute that your list is using. For example, if you have a list of the Driving IDs of your users, select Driving ID from the user attribute dropdown.
  4. Provide one or more email IDs where MoEngage can inform, once the custom segment is processed.

File_segment_4.gif

All functionalities of file segments: Create segments, Remove and Replace users from the File Segment can also be accessed using File Segment API.

Archive/Unarchive a File Segment

File Segments can be archived from the MoEngage dashboard. 

  1. File segments that have not run (query not executed) in the last 60 days are automatically archived.
  2. All the users from the archived File Custom Segment are dropped after 30 days of archival. Hence after 30 days of archival, the archived custom segment returns 0 users.

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