Brief Overview

With WalkMe Behavioral Segments, you can use WalkMe analytics data to target your content more accurately and display the right message to the right users at the right time.

This feature lets you define a segment based on user characteristics, actions, or attributes collected by WalkMe. You can then apply that segment when building your content.

Create a behavioral segment in the Insights Console and use it as a condition in the WalkMe Editor.

Key Benefits

• Near real-time targeting: Evaluate and target users immediately based on their latest events

• User-level scoping: Segments are based on user-level activity across the entire selected date range, rather than being limited to a single session

• Increased scale: Supports up to 10 segments per system and segment sizes of up to 50,000 users

• Unified experience: Create, view, and manage all segments directly in the WalkMe Console

Use Cases

• Remind users who haven't completed their onboarding tasks in the last 30 days to finish onboarding
• Play Smart Walk-Thru guidance for users who started using a feature but didn't complete the process
• Show a ShoutOut only to users who haven't used a new feature yet
• Target WalkMe content to new employees or employees in a specific department

Terminology

Behavioral segments

A group of users who match a defined set of rules within a chosen date range.

• Example: Users who clicked ShoutOut A in the last week. This segment is defined in Insights and later used in the condition builder in the WalkMe Editor

Condition Builder

Segmentation

The process of dividing users into groups based on shared behaviors, actions, or attributes. Segments are defined and managed in the editor. Once created, behavior based segments are available as a rule type in the rule engine.

Segmentation

Segment calculation

Behavioral segments are designed for high performance and near real-time targeting.

• Near real-time calculation: Segments are continuously monitors incoming events and calculated in almost real-time, about every 15-20 minutes

  • This process determines which users match the segment definition

• Processing Status: While a segment is calculating for the first time, its status will show as Pending in the console segments table

  • During this time, the Calculate button in the segment builder provides a dry run estimate of your audience size based on existing data

How It Works

Page Breakdown

The Behavioral Segments page in the console is your central hub for defining and managing user groups based on their activity. From here, you can monitor the status of your segments, perform maintenance, and export user lists for reporting.

1. Create a segment

Select + Create Behavioral Segment to open the three-step segment builder.

• Go to the Create a Behavioral Segment section to learn how

2. Segments table

• Name: The unique name assigned to the segment

• • Segments that were created in Insights Classic will have the “Classic” label next to the name

• Description: A brief summary of the segment's purpose or specific logic (optional)

• System: The specific WalkMe system where the segment is being evaluated

• Status: The current state of the segment:

  • Active: The segment is running and available for use

  • Pending: The segment is currently being calculated for the first time

  • Expired: The segment has passed its end date or the fixed date range has concluded

  • Failed: An error occurred during the data evaluation process

• Date Range: The timeframe used for the behavioral rules (for example, Last 30 days, Custom Range)

• Evaluation End Date: The date when the segment will stop refreshing and become "Expired"

• Rules: The number of individual conditions defined within the segment (up to 5)

• Created By: The name of the team member who created the segment

3. Table icons and search

Table icons

• Group by Column: You can group columns by values

  1. Click the Group by Column icon to organize the table by a specific value

  2. This collapses the data into a group folder that can be expanded to view the data, making it easier to organize and view your data

• Manage Columns: Remove or add columns from the table

  • Click the Manage columns icon

  • Select which columns you'd like to have in the table

  • Click Apply

• Export: Click the Export icon to download the file to either CSV or XLSX

Search bar

• Use the search bar to quickly find the segments you need

4. Hover actions

Export segment

• Selecting the Export Segment Data icon opens a popup that lets you generate a report of all users currently matching your segment rules

• Once you select Export Report in the popup, the file is processed and becomes available for download in the Exports and Subscriptions page in the Reports app

Delete segment

• Click the Delete icon to permanently remove the segment

Creating a Behavioral Segment

Getting started

Creating a behavioral segment involves a three-step process:

1. Info

2. Evaluation period

3. Rules

To get started, go to the to the Behavioral Segments page and click the Create Behavioral Segment button.

Step 1: Set segment info

1. Select the System on which the conditions will run.

   • Systems that have reached the limit of 10 segments will not be selectable

2. Enter a Name for your segment (mandatory)

3. Provide a description to define the segment's purpose (optional)

4. Select Next

Step 2: Evaluation period

1. Choose a Date range

   1. This defines the data window for user activity

2. Set an optional Evaluation end date

   1. This defines how long the segment remains active. Once this date is reached, the segment stops refreshing with new data and moves to "Expired" status

   2. Users already in the segment will remain there, but no new users will be added even if they meet the criteria

3. Select Next

Step 3: Rules

1. Select + Add Rule icon to set your conditions

2. Choose from available attributes or action-based conditions (for example, users who interacted with a specific Smart Walk-Thru)

3. Select Calculate button to see a preview of how many users currently meet these conditions

4. Select Save

Using a segment in the editor

After you create a behavioral segment, you can use it in the editor by assigning it directly to a WalkMe item or by creating a rule in the condition builder.

Assign a segment (Segmentation)

1. Open the WalkMe Editor
2. Select the WalkMe item you want to assign a segment to
   • Or hover over the item and click the checkbox
3. Click Assign segments
4. Select your behavior-based segment

Segmentation

Create a rule (Condition Builder)

1. Open the WalkMe Editor
2. Select the WalkMe item you want to assign a segment to
3. Click Create a rule
4. Choose Behavior Based Segmentation as the rule type
5. Select your behavior based segment
6. Select an operator: True or False

Condition Builder

Technical Notes

Limitations

• Maximum 10 segments per system

• Maximum 50,000 users per segment

• Only the Production environment is supported

• Mobile Web systems are not supported

• Maximum 5 rules per segment

• Segments are system-specific and cannot track behavior across multiple systems

• Migrated segments are read-only and use User-Level scoping (not Session-Level)

• Expired segments cannot be re-activated; logic must be recreated in a new segment

• It can take up to 15 minutes for data to appear

Behavioral Segments: Console vs. Classic

Behavioral Segments (formerly BBS) have been rebuilt on a real-time, event-based infrastructure within the WalkMe Console. This transition eliminates the slow, offline processing used in Insights Classic, offering significantly higher performance and scalability.

Understanding the Shift to User Scoping

The most significant logic change is the move from Session-Based to User-Level scoping.

• • In Classic: A rule like "Completed SWT X AND saw ShoutOut Y" only included users who did both in a single session

  • In Console: The same rule includes users who performed these actions at any point within the selected date range, providing a more accurate reflection of long-term user behavior