Users and Segments

To help you track your users efficiently, we developed a page that showcases all of your Userflow users identified by Userflow.

Creating a segment

There are several different types of segments in Userflow:

• Default segment

• Segment based on a user or company attribute filter

• Segment based on a product event filter

• Manual segment based on a CSV upload or UI selection

• Integration-based segments

Default segments

These are segments that are pre-created by Userflow, e.g., all users. These cannot be edited.

Segment based on a user or company attribute filter

You can create your own segments by changing the filter, the attribute to sort by, and which columns to display. A Save segment button will appear, which lets you update an existing segment or save as a new one.

Note

The User ID and Company ID used in the userflow.js identify() call is not created as a Userflow attribute by default. Instead of creating filter-based segments to target a specific list of users/companies we recommend using the manual segment approach explained in the next section.

If you still want to retrieve the User ID or Company ID and use them in a filter, you need to send them as attributes via the userflow.js second argument or the API (similar to how other attributes are sent).

Segment based on product event filter

Event-based segments allow you to create user and company segments based on specific actions on your product natively within Userflow. For example, create a dynamic segment of users who view your billing page by selecting that event or using our no-code event tracker to create it.

1. Select Users or Companies from the sidebar.

2. Click Add filter and select Event.  

3. Select the desired event (e.g., “clicked X button”).  

4. Set the frequency and time frame (e.g., “at least once in the last 7 days”) along with any additional conditions based on parameters associated with an event ( e.g., “device is Tablet”, “Flow type is Checklist”)  

5. Save Segment: Save your new event-based segment.  

Segments update in real-time, ensuring accurate targeting. You can use event-based segments to target flows and in-app content.

Coming soon:  Ability to use event-based segments as filters on analytics

Manual segment based on CSV upload or UI selection

Click New above the segment list to create a manual segment. Users can be added to manual segments either by selecting them in the list of all users or by uploading a CSV file. You can match users based on their email address or user ID. This is useful when you want to target a list of users you have in a spreadsheet.

Integration-based segment

Using one of our analytics integrations, such as Heap, Amplitude, or Mixpanel, you can also create integration-driven segments. These segments will display a logo for the tool from which they are coming for easy visual identification.

Organize, search, and filter

You can organize, search, and filter the user list by using the column icon in the top-right to select which columns to display.

You can quickly do a text search, which will search through name, email, ID, and it can even find users where their associated company name matches.

For a more detailed search, click Add filter to search based on specific user attributes. This works just like when you add Attribute conditions in the flow builder. You can even find users based on their company or company membership attributes.

Companies page

If you have Companies set up, you will see a comparable Companies page. You can sort and filter companies and establish company segments.

Start flows/checklists based on segments

You can start flows/checklists with the User and Company segments you create on the users/companies pages. Just “Add condition” -> Segments to your flow/checklist auto-start conditions.