In this article
This article is designed to take you through some of the best practices to consider when building segments.
Segments are used to group your users, and are based on any combination of behaviours (Events) that they have performed on your website using the Segment Builder.
Understand your Events
Permutive collect a standard set of events, and also has the ability to collect custom events. Understanding your events by knowing exactly what you are collecting and how they are triggered will help you build out varied segments based on your rich first-party data.
Permutive Browser Extension
To explore your site and watch which events are fired and when, use the Permutive Browser Extension.
This will help you in finding out more about your events and properties, in turn allowing you to increase the complexity of your segments, helping you to capture the audience required:
Segment Building Best Practices
Once you have a better understanding of what events you are collecting, building segments becomes a lot easier, especially if you follow some of our best practice tips:
Each segment needs to have a unique name and one that makes it easy to find or group with similar segments
- Differentiate between first-, second- and third-party segments Eg. 1P, 2P, 3P
- If you work with multiple domains, you could clarify which domain this segment is targeted to
- Make sure to use keywords to describe what kind of audience you are building - are they ‘engaged’, ‘enthusiasts’, 'subscribers', or coming from ‘social traffic’’
Tagging your segments makes them easier to group together in the analytics
- You could tag with the vertical (eg. demographic, sports) and with first- or third-party
Give your segment a relevant description
- This is useful when working in big teams or over different geos.
The following example shows how to build a segment based on the Pageview event and aims to capture ‘Users who have viewed at least 5 sports related pages (titles) in the last 30 days on the Permutive domain.
Choose which event (behaviour) you want to segment your users by
- Permutive captures standard events but make sure you learn about your custom events too
2. Recency and Frequency
Select the recency and frequency (if required) to capture your audience in their window of interest
- Permutive works in real-time, meaning you can segment and target your audience in the moment, as they perform an action. To do this, choose “in session” when setting the recency
3. Selecting Properties
Choose a property to segment by and decide whether you’d like the keyword you enter to “contain” or match the keyword exactly using “is”. When inputting keywords make sure to input all possible options to increase your audience reach.
- Each keyword is separated by an OR, so the more you have, the greater your audience expansion
Decide if you want the properties selected to be separated by an ‘AND’ or an ‘OR’, by changing this criteria to ‘all’ or ‘any’
- To focus your audience pool, choose AND
- To expand your audience pool, choose OR
Use the ‘+OR’ option to expand your segment using first-party or third-party data
- Eg. Use a third-party ‘Sports Interest’ segment to widen your reach
Use the ‘+AND’ option to focus your segment using first-party or third-party data
- Eg. Use a third-party segment to specify age or gender
- Remember when you select ‘+AND First-party’, the builder is segmenting on a new event and therefore, a new statement. This means that recency, frequency and properties must be set again for this new event.
Please get in touch with the customer operations team if you have any further questions and we'd be happy to help. You can do so either via email at firstname.lastname@example.org, or via the LiveChat widget in the bottom right of your screen.