Segmentation ToolUpdated 13/02/2018


The segmentation tool enables you to build queries of your customer data, preview the results in real-time, and save them to view again & sync data to other tools.

There are two types of segments:

How to find the Segmentation Tool

You can access the segmentation tool via the Users and Accounts tab, then the Lists tab. The segmentation tool is displayed above the User and Account lists where you can pick the Attribute, Event & Group filters to create your query.

hull-segmentation-tool

Building segmentation queries

Hull has records of all your customer data, so you can build Segments from any Attributes and Events in any person or account’s Profiles.

  • User Segments can be defined from any User or Account Attribute, or User Event
  • Account Segments can be defined from any Account Attributes
Type of data Description
User Attributes Any User-level Attribute from any tool.
Account Attributes Any Account-level Attribute from any tool
User Events Any person-level events from any tool
Event property Any event property on any event. Use the “where” button, then select a property.
Every property time Any event property timestamp. Use the “where” button, then select a property like Days since signup
Segments changed events Any previous entered or left segment event
Attributes changed events Any previous created or updated attribute

Attribute Filters

You can use any Attribute that’s ever been assigned to any User or Account in your Hull database to build a query.

Click Add an Attribute then Pick an Attribute (or select the existing attribute) and search for your target Attribute. Attribute search supports fuzzy match. You can toggle between User and Account Attributes in the search menu.

segments-filter-attributes-search

Auto-completing text filters

When typing in any text filter, Hull will lookup and suggest autocompleted values for the data type you’ve chosen from your real data.

Segmentation autocomplete

Using multiple values for the same text filter

On any single text filter, you can add multiple values. Hull will lookup and autosuggest values from your data and add tags for each selected value. This will include Users or Accounts who match any of the tags (boolean OR).

Segmentation text filter

Event filters

For User Segments, you can use any Event that has ever occurred in a User timeline to create segmentation queries.

Click Add an Event above the User list to select from the list of Events stored in Hull.

Segmentation event filters

Event time filters

You can filter by the number of times the Event has ever occurred, and the time period the Event occurred in. By default (like in other tools) this is set to “at least once”.

Segmentation event time filters

Number of occurrences Description: “The User has”
Zero times Never had this Event
At least once Had this Event occur greater than or equal to one times
At least Had this Event occur greater than or equal to the specified integer
At most Had this Event occur less than or equal to the specified integer
Exactly Had this Event occur equal to the value specified integer
Not Exactly Had this Event occur any value value not equal to the specified integer
Time period Description
Over all time Any time period
Absolute → On On the specified date
Absolute → Not on Not on the specified date
Absolute → Before Earlier than the specified date, inclusive
Absolute → After Later than the specified date, inclusive
Absolute → Between Any time between the specified dates, inclusive
Relative → In the last Less than the specified number of days ago, inclusive
Relative → More than Less than the specified number of days ago, inclusive
Relative → Exactly The specified number of days ago, inclusive
Relative → Between Any time between the specific number of days ago, inclusive

Event property filters

You can access Event Properties within each Event by clicking the Where button. This will fetch all Event properties associated with that Event in the database, as well as Hull’s default Event properties which are auto-enriched on every Event including:

  • Type
  • Source
  • Location
  • URL
  • Days since signup

You can use unlimited combinations of Event properties in User Segments.

Segmentation event property filters

Managing AND / OR logic

There are many options to filter Attributes and Events within Hull’s segmentation tool.

There are no limitations in the complexity of filters and AND/OR logic you can use to build Segments.

Type of data Description
And/or Boolean logic to include all the rules (AND) or any of the rules (OR).
Groups Create groups of filters to nest combinations of AND and OR.

Selecting AND or OR filters

Use the Users matching all/any of the following filter to switch between And/Or filters.

Segmentation and/or

Creating AND/OR Groups

You can create groups with combinations of AND (matches all the filters) and OR (matches any of the filters) using Groups. This creates nested boolean logic in your segmentation query.

Click Add a Group to create nested sets of And/Or filters. You can then add filters within the box of the group. These filters will inherit the rule of their parent group first.

There is no limit to the number of Groups you can create, including Groups within Groups.

Segmentation groups

Managing Segments

Use different combinations to build and iterate on segmentation queries from your data.

Preview Segments as-you-type

Hull’s segmentation tool works in real-time.

The “real” response from the customer database is returned immediately in the User or Account list below the query builder and the User and Account counts (no sampling) in the top left.

 

Save and update Segments

You can save Segments to view them later, and use them in other tools. You can also update existing Segments, and save them.

Select the top right menu in the segmentation tool, then click Save as new Segment. You can also check connectors to immediately whitelist this Segment with.

save-segments

Search for any saved Segment

You can search for and find your saved Segments in the top left of the Users list (default to All users) and Accounts list (default to All accounts)

Click the Segment name, then search or use the dropdown to find your saved Segment.

Segmentation search saved segments

Delete a Segment

When you’re viewing your Segment, click the dropdown menu in the top right and select “Delete segment”. You’ll view a confirmation dialog.

Deleting a Segment does not delete User Profiles, only the query to group them together.

Segmentation delete segments

Syncing Segments

You can sync Segments to other tools. This will pass all matching Users to through that integration. If the integration has and supports native segments (e.g. Mailchimp Lists), these can also be passed.

Sync Segments to other tools with one-off manual Replay

You can push all Users in a Hull Segment to another tool in a one-off sync.

  1. On a segment, click the Send to dropdown. This will display every connected tool for that type of segment (User or Account), as well as CSV exports (to email) and JSON extracts (to a URL).
  2. Click on your preferred tool to send your data. You will see a confirmation dialog
  3. Click Send on the confirmation dialog.

Segmentation replay

Syncing segments to other tools automatically

You can set your Segments to automatically update through Connector settings. You can access these from your dashboard through the Connectors tab in the dashboard, clicking on your connector of choice, and navigating to the Settings tab.

Whitelist the Segments you want to sync, then click save. Hull will now keep all these segments updated with any User update moving forward.

mapping-segments-connectors