User Segments

Segments are named audiences you define from user attributes. Once created, a segment can be attached to any survey so only users whose traits match are eligible to see it. The same segment works across multiple surveys, so you maintain plan-, role-, or cohort-based rules in one place. For the full Targeting tab tour (URLs, geo, device filters, and how segments combine in an AND chain), start with Audience Targeting.

Available on Core and Pro.

Before you start

Segments require two things to be in place before they work:

1. User traits sent via identify. Segment rules match against the attribute keys and values you pass in the SDK identify call. See Identifying Users for syntax and examples.

2. “Only show to identified users” enabled on the survey. The Segment control on the Targeting tab only appears when this option is on. Make sure identify is called on each visit where you want targeting to run so traits stay current.

Create a segment

1. Open your project in the Pulseahead dashboard and go to Segments.
2. Click New segment.
3. Enter a Name. This appears in the survey Segment dropdown. Add an optional Description for your team — respondents never see it.
4. Under Match, choose how multiple rules combine:
   • All rules (AND) — every rule must match
   • Any rule (OR) — at least one rule must match
5. For each rule, set the attribute key, an operator, and a value.
6. Click Add rule to add more conditions. Use the trash icon to remove a rule when you have more than one.
7. Save the segment.

Operators

Operator	Use for
equals	Exact match on a string, number, or boolean
not equals	Exclude a specific value
greater than	Numeric comparison, e.g. session_count > 10
less than	Numeric comparison, e.g. days_since_signup < 7
contains	Substring match on a string value

In the value field, enter text, a number (digits only), or true / false for booleans. Use the same key names and value types you send from your app so evaluation stays predictable.

Example segment rules

Pro plan users only

• plan equals pro

New users in their first week

• days_since_signup less than 7

Admins on the enterprise plan

• Match: All rules (AND)
• role equals admin
• plan equals enterprise

Attach a segment to a survey

1. Open the survey and go to the Targeting tab.
2. Under Audience, open the Segment dropdown.
3. Select your segment. To use no segment filtering, leave it set to None.

Use Manage segments in the dropdown to open the segment list and adjust definitions without losing your place.

How segments combine with other targeting rules

A segment is one gate in a larger AND chain. A visitor must also pass minimum sessions, URL patterns (if any), country, device filters, and any other rules configured on the Targeting tab. Sampling, when enabled, runs after all of these checks.

For a full overview of how all targeting rules interact, see Audience Targeting.

Next steps

• Control when surveys appear and how often in Behavior & Frequency
• Review all targeting options together in Audience Targeting

For release notes on this feature, see Segments for attribute-based survey targeting.