Data-driven Segments

Data-driven segments are updated in real time whenever encatch receives new user data or feedback responses. Users enter and leave the segment automatically when they meet the data conditions you set.

Use when: You want dynamic groups based on traits (e.g., device_os, browser, login_count) or behavior.

Workflow Overview

1. Open Segments — Navigate to Segments from the sidebar
2. Create a segment — Click New Segment and choose Data-driven
3. Add conditions — Define the conditions users must match to be included
4. Save — Click Create segment (or Save for edits)
5. Manage members — View, search, and filter users in the segment

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Step 1: Open Segments

In the encatch dashboard, click Segments in the left sidebar. The Segments page shows your existing segments (including All Users) and a New Segment button.

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Step 2: Create a New Segment

Click New Segment to open the Create new segment form. Configure:

• Name of segment — A label for the segment (e.g., "User segment A"). Max 250 characters.
• Description (optional) — A short description of the segment's purpose (e.g., "Group A for beta product feedback").
• Segment type — Select Data-driven.

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Step 3: Add Segment Conditions

Define the conditions users must match to be included in the segment.

Add conditions

1. In the Segment Conditions section, click Add condition.
2. Search or select a trait (e.g., Device Os, Browser, Login Count) from the dropdown.
3. Configure the condition (operator and value) in the modal that opens.

Trait selection

Use the Search trait... field to find traits quickly. Traits are organized by category (e.g., Contact Data). Common traits include:

• Login Count — Numeric
• Device Os, Device Type, Browser — Text
• Device Os Version, Sdk Version — Text

Configure a condition

When you select a trait, a modal opens to configure the condition. For text fields like Device Os, you can choose operators such as:

• Equals, Does not equal
• Contains, Does not contain
• Starts with, Ends with
• Is one of, Is not one of
• Value exists, Value does not exist

Enter the value (e.g., "iOS", "Chrome") and click Apply Filter.

Match logic

• Match all filters — All conditions in the group must be true (AND logic).
• Match any filter — At least one condition must be true (OR logic).

Filter groups

For more complex logic, use Add filter group. You can combine groups with Match all or Match any of the groups. Within each group, conditions use Match all filters or Match any filter.

Example: Group 1 (Device Os is set) AND Group 2 (Browser = Chrome).

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Step 4: Save the Segment

Click Create segment (or Save for edits) to create the segment. It will appear in the Segments list with a Dynamic tag.

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Step 5: View and Manage Members

Click a segment in the list to view its members. The segment page shows a table with:

• Display Name, Email, User Name
• Feedback Views Count

Use the search bar to find users by email, username, or name. Use Sort by and filters to organize the list.

Click Show info to view the segment's definition, rules, or properties.

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Summary