Watch the video to learn about segmentation.
Now that we've successfully recapped our Segmentation, let's move on to explore further.
Exploring Segmentation Methods
Objective
After completing this lesson, you will be able to create segments using User Sessions, Variables, & Identity Provider (IDP) to display the relevant content to users.
Segmentation Recap
Segmentation Methods
Besides using the steps in the previous module to create Segments, there are a few other methods you can use to create and define a Segment.
Create a Segment Based on User Session Data
In order to create a Segment based on user session data, choose User Session in the dropdowns of the Condition Builder when adding a rule to our Segment.
View of a rule being added for a Segment to check for New Users.
Note
If this option is not available, reach out to your WalkMe contact to have the Session option added to the User Session Condition Builder dropdown.
Create a Segment Based on a Variable
User Variables are the most widely used and versatile rule type when creating Segments. Depending on their configuration, variables can store information about a user’s role, access level, and even time within the organization.
Variable names and values must be configured within the environment and can then be read by WalkMe to segment items.
Create a Segment Based on Identity Provider (IDP) Integration
If we have previously set up IDP Integration, we can create a Segment using the imported attributes by navigating to IDP integration in the dropdown of the Condition Builder when creating our Segment.
Like variables, this information is integrated from the organization and can then be read by WalkMe to Segment items.
Bulk Segmentation
This is done by clicking the square icon next to the deployable name in the Editor. Once we have selected all the items you want to Segment, click on the three-dot-menu at the bottom right-hand corner of the editor and select Assign Segment, a menu will appear containing all available Segments.
From there, simply check the desired Segment or Segments and click Done.
You have learned about various types of Segmentation Methods.
Summary
In this unit, you explored the importance of purposeful segmentation for enhancing user experience. Here are the key takeaways:
- Segmentation helps display relevant content to specific users, improving their journey and reducing unnecessary clutter.
- User sessions, variables, and Identity Provider (IDP) can be used to create precise segments for targeted content delivery.
- User session data can be added as a condition when building segments to identify new users effectively.
- Variables offer versatility in segmentation by storing information such as user roles and access levels.
- IDP integration allows the use of imported attributes to create tailored segments based on organizational data.
Ongoing Resources
Segmentation Overview
More information regarding segmentation and how to implement it: Go to Article