Segments in Q2 Discover

The Segments () page allows you to create and manage all of your custom segments, whether applied over multiple data sets or used for targeting a specific audience for guides.

Note: If the Segments tab icon is not visible in the left-hand menu, it may need to be enabled. To enable, contact your FI's Q2 Discover administrator. If your primary administrator for Q2 Discover needs changed, submit a ticket requesting the change to Q2.

Tip: Segments are used throughout Q2 Discover to filter users for analytics and target users for guides. If a visitor meets all rules of a segment, they will be included whether that segment is applied over data or used for targeting a guide.

Segments tab

Note: In addition to custom segments, there are five predefined segments: Everyone, Time Since First Visit: < 30 Days, Time Since First Visit: 31 - 60 Days, Time Since First Visit: 61 - 90 Days, and Time Since First Visit: > 30 Days.

The Segments page includes the following options:

Select Create Segment to create a new segment from the Segments page.

You can also create a segment in Guides dashboards, Guides Metrics, Analytics, and Pages by selecting + Custom Segment from the Segments menu. Within the Guide Designer, each guide has a Segment tab where existing segments can be used to target users, or a custom segment can be created by selecting + Custom Segment.
Select Search () to filter and search all results.
Select Edit segment () to edit a specific segment.
Select Delete segment () to delete a specific segment.

The Segments table results are broken into four columns:

Segment Name—shows all the custom segments you've created and displays their names
Created By—shows the name of the user who created the custom segment
Last Updated By—shows the name of the user who last modified the custom segment
Last Updated At—shows the time when the custom segment was last modified

Create segments with a CSV file

Q2 Discover allows you to upload a CSV file with a list of visitors that you would like to include or exclude from the segment. When adding a segment rule, select Visitor ID and select CSV contains or CSV does not contain based on whether the visitor is contained in a list or not. Then, select Upload CSV.

File format

For the file to upload correctly, it must be formatted so that Visitor IDs are in a single, line-delimited column in the file. No other columns, punctuation, or special characters are supported in the file. The first four digits are your FI number.

example of good csv

Visitor ID errors

When a file is uploaded, Q2 Discover runs a quick check on a sample subset of the IDs that are contained within the file. If there is a mismatch between the supplied IDs and those stored within your Q2 Discover account, an error will be included in the Upload list of Visitors window.

Double-check the format of the IDs in your file by comparing the results you see in the Visitor List on the Analytics page.

Note: If correctly formatted, it is possible that Q2 Discover hasn't tracked events for visitors in your list.

Create segments using API

If you are an administrator, you can use API in order to create segments. You must have access to the Integrations tab in the Settings page and must be able to create API keys. Segments are created instantly, but adding visitors may take additional time. If multiple segments are being created, they will be processed one at a time.

For more information on API segment creation, see Pendo's Inbound Segmentation Creation via API.

Segment rules

Segment rules use product usage data or visitor metadata to dictate which users are targeted. This includes any metadata passed from Q2 Discover or any of the following rules provided by Pendo Adopt:

Page, Guide, and Poll product usage rules:
- Page Dashboard seen at least 10 times
- Feature Search Bar clicked within last 30 days
- Guide New User Tour seen
- Yes selected in Opt-In Guide
Visitor level metadata:
- Visitor ID—the visitor's associated ID.
- First Visit—the date and time Q2 Discover first received an event for the visitor.
  
  Tip: Use the First Visit field to segment new visitors to your application. For example, segmenting first visitors within the last day or since a specified date to see a tour will ensure new users who are visiting for the first time within a 24-hour window or since the specified date will see the tour.
- Last Visit—the date and time Q2 Discover last received an event for the visitor.

When editing, verify your segment is correct before saving and continuing.

Note: When using a rule of a text type attribute, the entered text is case-sensitive.

Tip: Use the Visitors List on the Analytics page to see what metadata fields are available for segmentation by managing your columns.

Ineligible segments

When segmenting guides, you may run into an error indicating that this segment contains a rule incompatible with guide targeting. Ineligible rules will be grayed out.

The segment will not be saved and a warning message will display when:

Attempting to add an ineligible rule to a segment already tied to a guide.
Attempting to create a new segment for a guide with an ineligible rule.

Boolean operators

Segment rules in Q2 Discover make use of the Boolean search operators AND and OR.

AND—tells the segment to include results matching provided criteria for connected terms. For example, a segment rule for Vistor ID does not contain Y AND Visitor ID does not contain X will exclude only results that contain both X and Y. This operator can help restrict a segment's generated output.

Tip: The AND operator can help to significantly restrict a segment's generated output.
OR—tells the segment to include results matching either of the provided criteria for connected terms. For example, a segment rule for Visitor ID does not contain Y OR Visitor ID does not contain X will segment out results that contain X, Y, or both.

Tip: The OR operator may not restrict a segment as much as intended.