🔙 Go Back

🧱 Creating a Segment in Jarvis

Welcome to Jarvis’s guide to getting started with Creating Segment.

✉️ Let’s Get You Started

Jarvis allows you to create live segments of users using behavioral data, user attributes, and tech filters.

🚧 Must Read

Make sure you’re already familiar with Users and Events, as these are foundational to segmentation.

Let’s walk through how to create a simple use-case segment:

👍 Use-case:

Target users located in Mumbai, India who added products to cart but didn’t purchase in the last 7 days.

Creating segments in Jarvis is like building with Legos: pick the right blocks (rules), stack them, preview them—and you’re good to go! If you don’t like the result, reset and start over.

Step 1: Name Your Segment

🖋️ Start by assigning your segment a unique, descriptive name to help identify its purpose later.

Step 2: Define the Rules of Segmentation

Jarvis segmentation is divided into 3 main rule types:

• 👤 User (who they are)
• ⚙️ Behavioral (what they did/didn’t do)
• 💻 Technology (what devices/OS they use)

Each rule type can include multiple filters using AND/OR logic.

Let’s deep-dive into each section 👇

2.1 👤 User

This section lets you segment based on system and custom user attributes like:

• Visitor Type
• Last Seen
• Created On
• Geo Filtering
• User Attribute
• First Acquisition Source
• User IDs
• Reachability

Visitor Type

🎯 Filter users based on frequency of visits:

• All Users
• New (1 session)
• Returning (2+ sessions)
• Session count using custom operators (equal to, less than, etc.)

Last Seen

🕒 Target users based on last interaction date. Supports:

• After/Before/Within custom time frames
• Present or Not Present

Created On

📅 Filter by when a user was first acquired. Supports similar logic as “Last Seen.”

Geo Filtering

🗺️ Include/Exclude users based on Country > Region > City.

• Combine using “Any” (include) or “None” (exclude)
• Limit to 3 locations max

User Attribute

🔍 Combine custom & system attributes:

• AND/OR logic supported
• Example: Country = Singapore AND Loyalty Points >= 5000

📘 System attributes include:

• Country, Region, City
• Name, Birth Date, Gender
• Email, Hashed Email
• Phone, Hashed Phone
• Custom attributes vary per account

First Acquisition Source

🧭 Filter users based on how they first discovered you:

• For Web: Referral, Direct, Email, Organic, Social, Display, Campaign, etc.
• For App: AppsFlyer, Adjust, Branch integration required

User IDs

🔢 Create niche segments by filtering specific User IDs using:

• Equals, Starts with, Ends with, Contains, Regex, etc.

Reachability

📡 Include/Exclude users based on channel accessibility:

• Push, Email, SMS, Web Push, WhatsApp

👍 Use-case: Segment users not reachable on Push and engage via Email or SMS instead.

2.2 ⚙️ Behavioral

Use events to target users based on actions they’ve taken or not taken.

Understanding Behavioral Conditions

You can define two types of rules:

• ✅ Users who DID these events
• ❌ Users who DID NOT do these events

Use AND/OR logic between the conditions.

👍 Use-case: Segment users who:

• Purchased at least once
• Opened app in last 2 weeks
• Haven’t purchased in last 2 weeks

Configuring Behavioral Rules

Each event can include event attribute filters to refine conditions further.

Step 1: Select Event

🧩 Choose any System, Custom, or Campaign event.

Step 2: Add Event Attributes Filters to Event

🔧 Add filters like:

• Cart Value > $100
• Country = United States
• City = Sacramento

👍 Use-case: Segment users with cart value > $100 in Sacramento who didn’t checkout.

Step 3: Specify Event Occurrence Frequency/Recency

📅 Add time-based rules like:

• At least once
• Only once
• No. of occurrences (with condition)
• Most recent / least recent event time

2.3 💻 Technology

Target users by device/OS:

• Android
• iOS
• Web

👍 Use-case: Show rich push notifications to only Android & iOS users on the latest app version.

Attributes include:

• App Install Date, Time Spent, Version
• OS/Browser/Device Type
• Manufacturer, Model, etc.

Step 3: Preview Segment

📊 Once you’ve defined rules, use the right-hand Preview Pane to see:

• Total Users
• Known / Unknown Users
• Reachable via any channel

🚧 Note: Complex segments may take time to build. You’ll see “⏳ In Progress” until complete.

✅ Next Steps

Once your segment looks good:

1. Click Save (top right)
2. Your segment will now appear in the List of Segments
3. Use it in campaigns, journeys, or analytics!

What will your first segment be?

📝 Last updated over 1 year ago