The Segment Builder is used to create segments in Permutive. If you'd like to know more about what segments are, read our Introduction to Segments.
The screenshot above shows a basic segment being set up in the builder. There are a number of features available to you when creating segments, which will be covered at a high level in this document. The best way to understand the Segment Builder is to try building a segment!
Segments are built around events. This is the first thing you need to pick when building a segment, the event you want to base it on. The simplest segment you can build is one that states whether an event has been performed, or not, as shown below.
The next factor you can use in segments is time. This allows you to define a time period in which a user has to have performed (or not performed) your event to be included in the segment.
There are a lot of different options for specifying time range. Below is an example of selecting people who haven't performed an action in the last week.
The third way you can filter people's behaviour to include them in segments is using properties. When events are sent into Permutive, they can include properties with them. Those properties are then available in the segment builder. Properties can be a variety of data types, such as true/false, numbers or lists.
You can then decide what comparison you'd like to make with the property, and finally chain together as many different properties as you want. Below I've specified a property around step the user has reached.
AND / OR
What we've run through so far are the basic building blocks of a segment. Once you've specified one criteria though, you can chain as many different ones together as you like using AND and OR blocks.
In the example below, I've used a few of the segment builder tools mentioned so far, combined with an AND.
Once you're happy with the setup of your segment, you can see how many people would have fallen into it over the past 30 days. This is done by clicking 'Calculate' next to Audience Size.
Once it's finished calculating, you'll have an idea of whether the segment you've built is suitable for it's purpose. If your segment is too big, you might want to add more criteria. If it's too small, you might want to check the events are being tracked properly, or remove some criteria.
In our example above. The audience for our segment is 10% of all users. This seems like a good size to use for testing!
The Permutive team are always on hand to help in setting up or optimizing segments. If you'd like assistance, just click the red chat button on any page of our site.