Segment Creator in Wingify Engage

The Segment Creator now allows you to create segments from the Wingify Engage (formerly PushCrew) Dashboard itself. The Segment Creator User Interface allows you to create segments using subscriber properties, page visit & click events with conditional statements and logical operators, i.e., AND and OR. These elements are explained in the section below.

The First section of segmentation, i.e, segmentation based on Subscriber Properties feature, is available to all customers in Premium, Business, and Enterprise plans. It is also available from the trial plans as well. The second section, i.e, segmentation based on page visits and click events, is only available for Business and Enterprise Plans.

The steps below explain how to implement the Segment Creator feature:

1. Click on the Segments tab from your Wingify Engage dashboard. If you have already created a set of segments using JS/REST APIs, it will be listed.
2. Click on Create to start creating a new Segment.
3. Now you have 5 types of Subscriber Properties based on which you can segment your customers. They are Operating System, Platform, Browser, User Agent, and Location, as shown in the screenshot below. These subscriber properties are the first section of segmentation.
4. The two types of conditional operators that are available are Is equal to and Is not equal to.

5. Each Subscriber Property has its own sub-divisional properties.

   1. Operating System - Segmentation can be based on Windows, Mac OS, and Linux
   2. Browser - Chrome, Firefox, Safari, Opera, Edge, Samsung Internet Browser, UC Browser

   3. User Agent - This is a special kind of Subscriber property which has the following conditional properties as shown. This property serves unique needs of segmentation wherein you can create custom logic from the subscriber property of a visitor. For example, if you want to segment users based on the model of a mobile device that they are using, custom code can be written for the same.

      For example, if you want to segment users who use a Samsung Galaxy S8 Phone, select Contains and type in the user agent for the same as shown. It will group all the subscribers who subscribed using Samsung Galaxy S8 in the segment Samsung S8.

   4. Platform - Desktop or Mobile devices
   5. Location - The Location-based segmentation can be from the country level to the city level.

   6. Timezone - If you wish to prioritize the users based on their timezone and send out the notifications to them, choose this option. Here, you can choose one or more time zones from the dropdown list to target different time zones. For example, if you want to send out the notifications to the users residing in different time zones of the USA, you can create a segment by specifying all the required time zones from the dropdown list.

      For the Timezone property, two conditional operators are available: is equal to and is not equal to.

   7. Browser Language - There are situations where you want to send out the notifications to the users based on their browser language rather than the language which is prominent in their country. For example, a user working in the USA is using Chinese as his/her browser language. Using the Browser Language option, you can create a segment that targets sending out the notifications to the users in the Chinese language.

      Here, you can specify one or more Browser Languages from the dropdown list to target users based on their browser language. As of now, 38 languages are supported. For the Browser Language property, two conditional operators are available: is equal to and is not equal to.

   You can use multiple conditions to create your segment, which can be a combination of AND, OR, and brackets.

   For example, create a segment for which either [indian susbcribers] or [United States subscribers who use Windows OS] are segmented under the segment name Ind-or-US-using-Windows.

   The function of brackets changes the logic altogether, which implies that either [Indian or the United States subscribers] who use Windows are included. The brackets can be used by clicking on the brackets and highlighting their starting and ending point (highlighted brackets are dark gray in color).

   Note: The segment creator's logic is as follows: it checks whether the condition has a bracket. If yes, it evaluates the logic inside the bracket first and moves to the logical operators, i.e., AND or OR. If there is no bracket in the logic, it evaluates the AND operator first and then the OR operator.

6. Segmentation based on the visitor's action, that is, page visited. 

   The following are the types of segmentation of page visits:

   1. Page URL - A Page URL can be provided, and the subscribers will be segmented when he/she visits that page. 
   2. Referring URL - The URL from which the visitors are coming over to your website can be provided here, and based on which the subscribers are segmented. These are basically Upstream links to your site.
   3. Search Keywords - The search keywords through which visitors are coming over to your site can be given as input, and based on which a segment would be created. The search engines that we support are Search.com, AOL, and Baidu.
   4. Cookie Value - Using this, you can segment users based on the cookie name and value pair stored by your website on the user’s browser. For example, subscribers are segmented based on the cookies that contain a particular name-value pair - users for whom the cookie filter_name contains open.
   5. Referral Type - Using this, you can segment users based on how the visitors landed on your site. The following are the referral type categories:
      • Direct - A visitor coming onto your site directly by typing your website URL
      • Search Organic - A visitor coming onto your site through a search engine. For example, Google.
      • Referred - A visitor coming onto your site from another external website
   6. Query Parameter - Using this, you can segment users based on the query parameter present in the link. For example, subscribers are segmented based on the query parameter containing Facebook.
   7. JavaScript Variable - Using this, you can segment users based on the JavaScript variables present on your website. For example, subscribers are segmented based on the value of a particular JavaScript variable, like users who chose apartment_type as 2BHK.
   8. Day of the week - Using this, you can segment users based on which day of the week he/she visited your website. For example, subscribers are segmented based on the value of a particular day of the week, like users who visited on a weekend.
   9. Hour of the Day - Using this, you can segment users based on which hour of the day he/she visited your website. For example, subscribers are segmented based on the value of a particular Day of the week, like users who did not visit in the evening (between the hours 17,18,19 and 20:59).

   Note:

   1. The Page Visit segmentation feature goes into action once the segment is created and henceforth the subscribers would be added, whereas the previous section of the segmentation can segment the subscribers based on the existing data about the subscribers.
   2. There is only an OR Operator between Page Visit Conditions, and bracketing is not possible for Page Visit segmentation.
   3. You can combine the subscriber property segmentation and page visit segmentation. For example, the segment of subscribers coming to the Wingify Engage blog page using Windows OS and the subscribers are from New Delhi in India.

7. Segmentation based on click events

   The segment creator also allows you to segment subscribers based on the elements (buttons, text, images, videos, etc) clicked by your subscriber. All you need to do is specify the CSS selector path of the element to track.

   To find a CSS path of an element, do the following:

   a) Google Chrome

   • Right-click on the element you want to track and select Inspect Element. The developer tool displays the element properties
   • Right-click on the element property and select Copy and then click Copy Selector.

   b) Firefox

   • Right-click on the element you want to track and select Inspect Element.
   • In the Developer Tools, right-click on the element property and click Copy CSS Selector.
   Note: The approach used above is only useful if you want to track a specific element in a specific page in a specific position.

   If you want to track, for example, all Add to cart buttons on all pages of your website, you then have to find what is common in all those buttons, namely, ID, class, element, and so on, and use that as the CSS selector.

   For example, if you want to segment subscribers who click on the Submit button, you can find out the CSS path of the Submit button by using the steps mentioned above. The path of the element (log-btn), in this case, is highlighted in red. Paste this in the CSS selector field in the segment creator as shown below:

   Note: The dot before the element (log-btn) in the screenshot above represents the selector pattern (.class). This means that all the elements with Class=log-btn will be selected.

   You can also use the following selector patterns :

   Note: The Wingify Engage code must be present on all pages of the selected elements.

   You can create a segment using a specific CSS selector along with other properties such as URL visited or Time of the day. 

   Note: The PageURL attribute inside the Element Clicked event denotes the URL on which the button/link is present.

   If you want to segment based on a button/link click which redirects to a different URL, it will only work if the redirect URL belongs to the same domain.

8. Once the segment is created, it might take up to a few minutes for the segment to populate with subscribers if you have a lot of subscribers matching the segment condition, and once the process is done, you would receive an email regarding the same. Also, segments are dynamic in nature; hence, as your subscriber count increases, the segment creator would evaluate them and put them in the appropriate segment.

   Note: Segments once created cannot be edited, and they can only be deleted.

9. Once your segment is ready, craft your notification and check the segments you want to send the notification.

   Note: You can send a notification to 20 segments at a moment. If there are common subscribers in the selected segments, the system will always select only unique subscribers and send only one notification to that subscriber.

Need more help?

For further assistance or more information, contact Wingify Support.