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Boomtrain University
BME Guide

User Segmentation

Boomtrain’s primary focus is to provide personalization solutions for you and your users. The relationship should be perceived as one to one, not one to many. To that end, we offer several options when it comes to segmenting your users into specific buckets.

How to Segment

  1. In your account on Boomtrain.net, click on Users and then the Filter button.
    Screen Shot 2016-02-26 at 10.43.16 AM
  2. The Filter menu appears, allowing you to choose the method of segmentation.
    Screen Shot 2016-02-26 at 10.43.37 AM
  3. If filtering by User Properties, you can select any attribute that you’re currently tracking, including dates. If you want to create a segment based on a newsletter name, you would do it here. In the image below, you can see List1 and List2. These might be newsletters that users can be subscribed to. If the value for this user attribute is TRUE, they will be added to the segment. If it’s FALSE, they’ll be excluded or removed.
    Screen Shot 2016-02-26 at 10.43.55 AM
  4. The operator can be selected as well. If the user attribute is a string, the options listed below will appear.
    Screen Shot 2016-02-26 at 10.44.48 AM
  5. If the user attribute is a date, the operator drop-down menu will change accordingly.
    Screen Shot 2016-02-26 at 10.44.33 AM
  6. When completed, the filter will look like something close to a plain sentence.
    Screen Shot 2016-02-26 at 10.45.35 AM
  7. If you want to add additional filters, you can click the Screen Shot 2016-02-26 at 10.46.01 AM symbol. This will create an AND filter, meaning only users who meet both requirements will be included in the segment.
  8. You can also reset or remove any filter by clicking the Screen Shot 2016-02-26 at 10.46.07 AM symbol.
  9. You can also choose to segment based on User Activities.
    Screen Shot 2016-02-26 at 10.46.13 AM
  10. Whether the activity is standard or a custom activity that you’ve defined, you can segment off of it.
    Screen Shot 2016-02-26 at 10.46.24 AM
  11. You can also choose to segment based on past activities related to specific messages.
    Screen Shot 2016-02-26 at 10.46.43 AM
  12. If a user interacted with any of your previous message, you can segment them into a new list.
    Screen Shot 2016-02-26 at 10.47.02 AM
  13. Select the message that you want to filter from.
    Screen Shot 2016-02-26 at 10.47.12 AM
  14. When you’ve finished setting up the filter, click Search to display the results.
    Screen Shot 2016-02-26 at 10.47.43 AM
  15. If you’re satisfied with the results, you can choose to Export to a CSV (which will be emailed to you), compose a message with this segment as the recipient list, or save the segment. We recommend saving the segment so you can utilize it again later.
    Screen Shot 2016-02-26 at 10.48.18 AM
  16. Name your segment. Be sure to check the box for ‘Keep this segment updated as per criteria’! This means that any future user who meets the requirements of the segment will automatically be placed in it. Conversely, any user who no longer meets the requirements will be removed from the segment. This is especially important when users subscribe or unsubscribe to a particular newsletter.
    Screen Shot 2016-02-26 at 10.48.49 AM
  17. Once you save the segment, your list will start populating. Depending on the size of the list, this could take some time.
    Screen Shot 2016-02-26 at 12.13.28 PM

Organizing Segments

Now that you’ve created a segment, you may want to create many more! There are several ways to interact with your segments as well.

  • On the Users page, you can view all of your segments, including some pre-built segments based on user activity.
    Screen Shot 2016-02-26 at 12.17.18 PM
  • All of your segments can be viewed, edited, or removed at any time.Screen Shot 2016-02-26 at 12.13.54 PM
  • You can see all of your active segments under this menu.
    Screen Shot 2016-02-26 at 12.17.28 PM
  • Back on the Users page, you can view information about your segment under Summary (if you have send data for them), export the CSV list, archive the list, or compose a message to the segment. We recommend choosing your segment list from within the campaign builder (more on that later).
    Screen Shot 2016-02-26 at 12.16.04 PM
  • When viewing a segment, you can choose to have a campaign automatically sent to any user who enters or exits a segment.
    Screen Shot 2016-02-26 at 12.16.32 PM
  • If you choose to archive a segment, you’ll receive a confirmation.
    Screen Shot 2016-02-26 at 12.16.55 PM

Emailing a Segment

When you’re ready to communicate with a particular segment, you can choose it from within the campaign builder.

  1. In step two, you’ll be able to select multiple segments. Duplicate emails will be filtered out.
    Screen Shot 2016-02-26 at 12.14.29 PM
  2. Any segments you’ve created (as well as the pre-built options) will be selectable.
    Screen Shot 2016-02-26 at 12.14.38 PM
  3. The best part about selecting these dynamic segments is that users will automatically be added or removed from the lists based on their subscription status. No need to manually add or remove a user one at a time.

That’s it! You now have all the information you need to segment your users, interact with those segments, and send messages to them.

 

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