Segment visitors

You can optionally narrow down the amount of data to be analyzed for a specific conversion to get more accurate results according to your marketing needs. To do this, you define the segments of visitors that meet specific required conditions, so you track the interactions of only these visitors.

Segments increase your flexibility in defining the conversions. You may completely exclude groups of visitors from the analysis of specific conversions if they are irrelevant for that analysis. For example, exclude from tracking returning visitors or visitors coming from a particular website. 

Another scenario where segments can help is when you filter visitors based on their personal data. For example, you may want to track only visitors that are from a specific country or have a particular job title.

Filter visitors by behavior

To define a segment of visitors to track, you select an interaction or a combination of interactions that represent the behavior of these visitors. These interactions are the conversion event for the segment defined. In other words, the interactions serve as criteria to be included in this segment, not as the interactions that are targeted in this conversion definition as a whole. 

For example, if you want to track the upselling of product A to product B:

  • The definition of conversion for this report is Purchase product B
  • You analyze the behavior of the segment of visitors who already bought product A

To define a segment of visitors, perform the following:

  1. Expand the Segments section.
  2. Click Segment of visitors… » Define a segment.
  3. Choose whether the segment is defined by your visitors' behavior or by their personal data by selecting the respective radio buttons.
  4. Click Continue.
  5. If you have chosen By Personal data, a new dialog appears, where you select the following:
    1. The type of personal data to include in the rule, such as email or country.
    2. The filtering rule, such as is or contains.
    3. The exact match criteria for the rule.
    4. To confirm the rule, click Done.
  6. If you have chosen By behavior, you define segments in the following modes:
    • Simple
      • Specify whether visitors must or must not complete an interaction to be part of this segment.
      • Enter an URL or keyword, representing the object upon which interaction occurs, for example, About us page.
        The focus here is on the digital asset, and then you choose what visitors need to do with the asset.
    • Advanced
      • Specify whether visitors must or must not complete an interaction.
      • Select an activity and then an object.
        The difference from Simple mode is that you do not need to know the exact URL or page of the digital asset. Thus, the focus is on the activity. When you choose it, in the list of matching available assets, you select the one that visitors need to interact with.

        EXAMPLE: The following screenshot displays the Advanced mode:

        segment_visitors

        According to the rule above, Sitefinity Insight tracks only the behavior of the visitors that visited pages containing "https://www.progress.com/sitefinity" in the page URL.

  7. After you have created the first rule,  define additional rules by clicking the + Add more link.
  8. If you define multiple rules, you may configure if the segment includes all, any, or a custom combination of the rules. To set the segment, select the desired option from the "Satisfy … of the following" drop-down.
  9. Use custom rule combinations 

    To combine more than two rules in a custom combination, you use syntax with the rule indexes (ABC, and so on), connected by and and or and grouped logically by parentheses, so that when using:

    • and - all rules connected with an and must be satisfied
    • or - at least one of the rules connected with an or must be satisfied

    EXAMPLE: Take a look at the following rules and their meaning:

    • (A or B) and C – rule C and at least one of the rules A or B must be satisfied for the segmentation
    • A or (B and C) – both rules B and C must be satisfied or rule A must be satisfied for the segmentation

    You can also use nested parentheses for even more complex combinations of rules. For more examples of complex combinations, see Reference: Combinations for conversion events and segmentation rules.

    Filter contacts by personal data

    To define a segment of visitors with specific characteristics, you select the visitor property that the visitors must have. You can set conditions, such as Starts with...Does not contain..., and so forth. For example, you may want to track just visitors, whose Job title visitor property contains the term manager. These may include Account managerAcquisition manager, and so forth.

    For more information about visitor properties, see Configure visitor properties.

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