Overview

Introduction

The Segments feature in encatch allows administrators to create and manage user groups based on rules, validations, and properties. Segments let you define who sees your feedback forms, analyze responses by audience, and run targeted campaigns—whether you need dynamic groups that update automatically or static lists you curate manually.

Use segments to control who sees your feedback forms and to analyze responses by group. When creating or editing a feedback form, you can restrict it to specific segments so only matching users see the form.

Purposes

Segments support several core use cases:

Targeted feedback campaigns — Show forms only to users who match your criteria (e.g., beta testers, premium plan users, users on a specific device).
Audience analysis — Slice and compare feedback by user attributes, behavior, or custom traits.
Dynamic vs. static groups — Choose between data-driven segments (updated in real time as user data changes) or manual segments (hand-picked lists of users).
Form fatigue prevention — Exclude users who have already responded or limit how often specific groups see forms.

Use Case Examples

Use Case	Segment Type	Example
Beta product feedback	Manual	Add beta testers by username or email for a dedicated feedback campaign.
Highly engaged users	Data-driven	Target users with `Login Count` above a threshold for loyalty surveys.
Device-specific rollouts	Data-driven	Segment by `Device Os` (e.g., iOS, Android) or `Browser` (e.g., Chrome) for compatibility testing or feature announcements.
SDK upgrade campaigns	Data-driven	Target users with older `Sdk Version` for deprecation notices or upgrade prompts.
Technical environment	Data-driven	Combine `Device Os is set` AND `Browser = Chrome` to reach users on a specific OS using Chrome.
Custom cohorts	Manual	Provide a list of IDs or email addresses for a one-off survey or special offer.

Key Concepts

User traits: Filter by pre-configured or dynamic user attributes (e.g., login_count, device_os, browser, sdk_version). Traits are defined in User Data — User Traits.
Behavior: Target users based on engagement, feedback history, or custom events.
Segments in forms: When creating or editing a feedback form, you can restrict it to specific segments so only matching users see the form. See Logged-in Users for targeting configuration.

Segment Types

	Data-driven	Manual
How it works	Users enter and leave the segment automatically when they meet the data conditions you set. The segment updates in real time whenever encatch receives new user data or feedback responses.	You add users by providing a list of IDs or email addresses. Users are added after you save the segment.
When to use	Dynamic groups based on traits (e.g., `device_os`, `browser`, `login_count`) or behavior.	Static, hand-picked lists (e.g., beta testers, VIP users).

Next Steps

Data-driven segments — Create dynamic segments that update automatically based on traits and behavior.
Manual segments — Build static, hand-picked lists of users by ID or email.
User Data — User Traits — Configure traits used in segment conditions.
Targeting — Use segments when setting up who sees your feedback forms.