Segments

Not every user should see the same onboarding. Free users need different guidance than enterprise admins. Segments let you target any experience — tours, checklists, tooltips, banners — to exactly the right audience.

How It Works

A segment is a group of users defined by rules. Rules match against traits — properties you attach to users when you call Callout.identify():

Callout.identify({
  id: "user_123",
  traits: {
    plan: "free",
    role: "admin",
    company: "Acme Corp"
  }
});

Once traits are set, you can build segment rules that target users based on those values. For example, a segment called "Free Plan Users" with the rule plan equals "free" matches every user whose plan trait is "free".

Every application starts with a built-in Everyone segment that matches all identified users.

Creating a Segment

At Engage > Segments:

1. Click Create Segment
2. Name it (e.g., "Pro Plan Admins")
3. Add rules — each rule picks a trait, an operator, and a value

Available Operators

How Rules Combine

Rules within a single segment are AND'd — the user must match every rule. If you assign multiple segments to one experience, they're OR'd — the user can match any segment.

Example: A tour assigned to segments "Free Admins" (plan=free AND role=admin) and "Enterprise" (plan=enterprise) shows to users who are either free-plan admins OR on the enterprise plan.

Combining with URL Targeting

Segments filter by who. URL patterns filter by where. Use both:

• "Show this upgrade banner to free-plan users, only on the dashboard"
• "Show this admin tooltip only on the settings page"
• "Show this onboarding tour to new users, only on the dashboard"

Real-World Examples

Next Steps