PX Segments

View, create and manage user segments

There are two types of segments available on the Netcore PX dashboard:

  1. Client Side Segments
  2. Server Side Segments
View, create, Manage Segments on PX Dashboard

View, create, Manage Segments on PX Dashboard

Client Side Segments

You can use client-side user segments if you want to keep user data at the client-side and use this information to create segment conditions These segments are especially useful when you want to run real-time nudges, such as contextual nudges sent.

Use case

If an e-commerce company wants to send real-time contextual nudges to its users based on specific actions they take within the app. For example, if a user adds an item to their cart but doesn’t complete the purchase, the company might want to offer a discount to encourage the user to purchase.

How Client-Side Segments Help:

  1. Sending Data to Client SDK: The company's app can send real-time user data to its SDK, which is integrated on the client-side (the user’s device).

  2. Contextual Nudges: By using client-side segments, the company can segment users based on specific events or behaviors (like adding an item to the cart or clicking on a product) in real time.

  3. Real-Time Personalization: With client-side segments, they can dynamically decide which users should receive nudges and what the nudge should be. For example, if a user clicked on a product but hasn’t made a purchase, they could send a nudge offering a discount or suggesting similar products.

Key Benefits:

  • Immediate Response: Since the user data is processed on the client side, it enables you to trigger real-time actions such as sending notifications, offers, or reminders directly to users while they are interacting with the app.
  • Dynamic Segmentation: Client-side segments allow you to create conditions and segment users based on behaviors happening right at that moment.

Create Client Side Segment

To create a client-side segment, follow these steps:

  1. Log in to the Netcore PX dashboard and navigate to User Segments.
  2. Click CREATE. Select Client-side segment.
  3. Enter a name & a brief description for your segment. Click SAVE.

Refer to the given tables to know the configuration options available when creating a segment.

OptionDescription
Type of DataSelect the type of data: Event or Attribute.
Select EventSelect the source of the event: Nudge events, Default events, or Hansel (PX) events.
User HasSelect whether the user has Performed or Not Performed a particular action or event.
Apply ConditionsCheck the box to apply conditions based on the event data. For example, you can apply conditions like "Nudge clicked."
Click the + icon to add another condition.
Click the - icon to remove an existing condition.

Advanced Options

OptionDescription
Time ZoneSelect the time zone from the dropdown menu.
DurationSet the duration for the segment (1-7 days).
Date RangeDefine a custom date range for your segment.
HoursSet specific hours if you want to apply the segment conditions during certain times of the day.

Condition Aggregators and Values

OptionDescription
AggregatorChoose the type of aggregation: Average, Event Count, Max, Min, or Sum.
IfSelect the property for the condition based on the chosen aggregator.
IsChoose the comparison operator: Equal, Not Equal, Greater Than, etc.
ValueDefine the specific value for the condition.
  1. If you need to apply more conditions, click Add Another Condition to group multiple conditions.
  2. Once you have set up all the conditions, click the "PROCEED" button to finalize the segment creation. Your client-side segment is now ready to use. You can Edit, Duplicate or Delete it under the Client-side section.

Server Side Segments

Server side segments are created, viewed and managed on Netcore CE. You can use server-side user segments if you want to utilize data sent to Netcore CE servers and use such user profile attributes and events data to create segment conditions.Refer to the given document to know more about Segmentation.