Using saved segments for advanced targeting

Building complex Targets from scratch can take some time, especially when you want to target two or more segment criteria with different operators and values.

To simplify the targeting process, Leanplum allows you to build complex segments and save them for later use. Create a Saved segment for target phrases that you tend to use often, rather than entering in each segment criteria with different operators and values over and over again.  

You can build a new Saved Segment anywhere you Target: the Message Composer, the A/B Test Composer, or the Users Dashboard. No matter where you save the segment, it will be available in any All Users/Add Segment dropdown.

Create a saved segment:

  1. Build your segment (target phrase) using the steps in Create a Segment.
  2. Click the Save icon/dropdown.
  3. Create a unique and descriptive name for your new segment.

Let’s use the following example to illustrate the process of saving segments. We want to create some Saved segments in the Message Composer to send a quick message to two groups of users:

  • “OS name is iOS” AND “App Version is 1.0,” and
  • “OS name is Android OS” AND “App Version is 2.0”

For the first group, we need to select Technology > OS Name from the dropdown and choose "iOS." Click the plus sign to add another criterion, then click Technology > App Version from the dropdown and enter "1.0".

Finally, click Save > “Save segment as” to save this segment. We'll name it "iOS v1.0" so it's clear who we're targeting.  

Next, we follow the same steps for the Android segment, choosing “Android OS” and App version “2.0.” Let’s name this segment “Android v2.0.”

Important: Before saving, be sure to remove the previously-saved segment from your Target phrase. If you don’t, the new Saved Segment will include the first Saved Segment in its logic.

Using saved segments

To use one of your Saved Segments, hover over “Saved segment” in the All Users dropdown and choose your segment.

SavedNotSeg.png

For example, if you want to target both of the Segments we created in the example above, just add both of your Saved segments to a new target phrase: “iOS v1.0” OR “Android v2.0.” Note that we used “OR” so that our Target will include users that match either segment.

Using not saved segment

Use “Not saved segment” to target all users outside of one of your Saved segments. For the example above, we could select our "Android v2.0" Segment from the Not Saved Segment option in the Add Segment (All Users) dropdown. This would target all users not using Android OS on App Version 2.0.

For information on managing, editing, deleting, and viewing details for saved segments, see Managing Saved Segments

 


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