Product Update: Advanced User Segmentation with Custom Data

New Advanced Segmentation Features with Attributes and Demographic Data

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Just a month ago, we at Userlane, announced our advanced segmentation feature.

In a nutshell, through advanced segmentation, Userlane managers (users who are responsible for creating interactive guides with Userlane) can decide to show specific interactive guides only to certain groups of users based on behavioral data collected within the application.

This feature was extremely well received since it was the first step towards full advanced segmentation that can be used to tailor the in-app experience for different user segments.

Now, just a couple months after this big announcement, we’re proud to reveal our newest feature release which now incorporates custom data management for advanced user segmentation.

 

screenshot that shows different attributes used to create custom demographic data for advanced segmentation in Userlane

A list of different kinds of attributes for custom demographic data

 

Our first segmentation release was meant to improve usability with very easy segmentation, simplified allocation, and a great overview of different segments and their interactive walkthroughs.

Now, we focus on custom data which can be managed and structured from the dashboard to introduce unlimited new targeting options.
With this new release, it is now possible to create uniquely tailored journeys for the end users with targeted walkthroughs and onboarding tours that take into account both behavioral and custom demographic data.

 

What is Advanced Segmentation?

With our previous release, Userlane managers had the option to create user segments on the basis of behavioral data they collected within the product itself.

This was important since specific walkthroughs are often only relevant for newer users or users who are more or less active in the application.

Now, Userlane managers can add custom attributes and create segments on the basis of these newly created attributes.

screenshot that shows how to choose a filter to create a segment for advanced user segmentation in Userlane

Custom Attributes can now be used to filter users

 

This way, it is possible to create user segments based on both behavioral data (collected within the product) and custom demographic data connected to the attributes.

Finally, the Userlane manager can associate different interactive guides and walkthroughs to each single segment.

 

Who is it designed for?

Right now, customized segmentation only works for SaaS companies that implement Userlane using our code snippet (although we’re planning to extend access to this feature to our customers who implement Userlane via browser extension very soon).

By using our advanced segmentation features, our customers can now create different onboarding tours and interactive guides for different users based on custom demographic data.

screenshot that shows how to choose an operator to create a filter for advanced segmentation in Userlane

Different kinds of operators that can be used to filter users and create segments with custom demographic data

 

Specific end users might have access to different product features based on their account settings. At the same time, users might need specific walkthroughs based on their stage in the customer journey or account type.

Being able to create custom attributes allows our customers to design tailored product tours and walkthroughs to personalize the user experience and create a truly customized product discovery journeys while offering tailored performance support.

 

How does it work?

Userlane managers can create attributes in the new ‘attributes’ menu of the user management section of the dashboard. Such information can be categorized as plain text, number, array, and other data formats.

screenshot that shows Userlane's new feature that allows customers to create custom demographic attributes for user segmentation

Creating a new attribute for custom demographic data

 

These custom attributes will then appear in the profile of each user.

Segments can then be created by filtering users with logic operators that apply to the custom demographic data connected to the attributes.

 

screenshot that explains how to create a filter for user segmentation using a numeric attribute in Userlane

An example of filter that utilizes a numeric value

Screenshot that shows how to create a filter to create a user segment in Userlane

An example of filter with a string value

 

Once a segment is created the Userlane manager can then decide to show or hide specific Userlane interactive guides for the users who are part of such segment.

screenshot that shows how to save a user segment in Userlane

Applying a filter to create a segment

 

As usual, the Userlane manager can see in real time how many users end up in the segment after creating it.

Long story short:

  1. Create a custom attribute for demographic data
  2. Filter users using the newly created attribute and a selection of smart operators
  3. Create a segment
  4. Assign/hide interactive guides to that segment
  5. Celebrate!

Why is it important?

Personalization is one of the key differentiators of a great user experience.
Different user groups might need to have access to different guides. One of the key advantages of Userlane is the ability to provide just-in-time, on-demand support for users directly within the application in which our software is implemented.

Combining just-in-time, in-app support with a higher level of relevance guarantees a frictionless user journey that quickly leads to customer success.

Want to know more about segmentation and all the other features and benefits of our solution?

Schedule a call now with one of our solution architects and product experts, and we’ll be glad to show you how Userlane can help you improve your user experience, and increase your trial-to-paid conversion rate while boosting engagement and reducing churn.

 

User onboarding optimization and staff training automation