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Mobile: How To Add, Build, and Edit Audience Segments

Updated on July 23, 2019 Download PDFDownload as PDF
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Brief Overview

Target Audience is a way to segment your Campaigns for different users from within a specific Campaign. Segments can also be made separately according to different use cases and can be used when structuring the Target Audience for a Campaign.

Creating a Target Audience for a Campaign

  1. In the CREATE section under the Mobile Console’s MY CAMPAIGNS tab, navigate to the EDIT AUTOPLAY page for the chosen Campaign.
  2. Navigate to and click on the TARGET AUDIENCE dropdown menu at the bottom of the page (defaults to “All Audience“).
  3. Select one of the listed audience segments, or click Create New… to create a new segment.

Creating a New Segment or Editing an Existing Segment

Where to Edit or Create Segments

You can create or edit WalkMe Mobile segments from two different places in the Mobile Console:

  1. The EDIT AUTOPLAY page in the WYSIWYG editor:
    1. Follow the instructions in “Creating a Target Audience for a Campaign” above.
    2. Click Create New to begin building a new segment, or
    3. Select a previously created segment and click EDIT AUDIENCE to change the segment.
  2. The SEGMENTS tab:
    1. In the Mobile Console, navigate to SETTINGS > App Settings.
    2. Click on the SEGMENTS tab.
    3. Click on a previously created segment’s name to edit it, or
    4. Click on NEW SEGMENT to create a new segment.

How To Edit or Create Segments

  • Click on the left-most choose variable dropdown menu and select the subject variable of the segment.
    • You can choose from out-of-the-box variables, segments that have previously been created, Screens or Elements previously captured, or Goals, user attributes or Campaigns previously created.
      • If you already know what variable you are looking for – you can type its name to filter the variables list.
  • Click on the middle-situated dropdown menu and pick from the modifiers that exist for the variable you selected, or enter a value if applicable.
    • Note: in cases where the user should type a value, a suggestion dropdown will appear per the user’s input in real-time to offer auto-completion based on previously used values.
  • In the right-most field, enter a value or select a modifier from the dropdown if relevant.
  • If desired, click the + icon beneath the original segment statement to add another variable, etc., to the new segment.
  • If you’ve added an additional segment statement, choose between AND and OR.
    • AND means that the target audience in this segment will look for both condition statements to be true.
      • For example, if the two conditional statements are: sessions greater than 3 AND premium user TRUE, then only users that are premium and visit the app three times will see the promotion.
    • OR means that the SDK will present the Campaign to end-users for whom either statement evaluates to true.
      • In the same example, the Campaign will be visible to either premium users OR users who visited the app more than three times.

Variable Types

The below variables can be used in creating both Segments and Rule-Based Goals without any additional setup:

Variable Type

Description

Minimum SDK Version In iOS Minimum SDK Version In Android
Session Time The length of the session.    
Number Of Sessions For example, choose 0 sessions to target new end-users.    
App Was Used For example, show the Campaign to end-users who visited the app in the past 24 hours.    
App Version Target end-users to upgrade from old versions of the app or greet end-users who upgraded.    
Time on Current Screen Target end-users based on the number of seconds they’ve been on the current app-screen.    
Group Create an A/B testing group to test messaging. E.g., give one Campaign a control-group name and give another Campaign the same name, and the SDK will divide the userbase equally among the 2 campaigns.    
Scheduling Schedule a Campaign for a certain time period.    
Day of Week Target end-users by day of week.    
Time of Day Target end-users by time of day.    
Country Code Target end-users by country.    
Locale Target end-users by device locale (language).    
User ID Target end-users by his User ID. See What Is The End User Identifier API and How Is It Used? Below for more details.

1.6.0

1.8.0 if the ID includes a “+” character.

1.6.0

1.8.0 if the ID includes a “+” character.

AppConfig: wmSDKOrg This key appears in the Segmentation Engine and allows segmenting of WalkMe content or creating Rule-Based Goals according to a value set by the organization’s IT, in their AppConfig. 1.9.0 1.9.0
Device Face Unlock / Fingerprint Recognition for android Or Device Face / Touch ID for IOS: Target end-users who have/haven’t supported device Face / Touch ID and enable/disable it. 1.17.0 1.17.0
Push Approved Target end-users who have declined or approved receiving push notifications. This is very useful for converting end-users who previously declined to receive a push notification.    
Location Access Target end-users who have declined or approved granting the app access to their location. This is very useful for converting end-users who previously declined to grant the app location access, in case it is required to improve their experience from the app. 1.7.0 1.7.0
Contacts Access Target end-users who have declined or approved granting the app access to their contacts. This is very useful for converting end-users who previously declined to grant the app access to their contacts list, in case it is required to improve their experience from the app. 1.7.0 1.7.0
Camera Access  Target end-users who have declined or approved granting the app access to their camera. This is very useful for converting end-users who previously declined to grant the app access to their camera, in case it is required to improve their experience from the app. 1.7.0 1.7.0
Device Orientation Target end users only when they are holding the device in portrait or landscape mode 1.7.0 1.7.0
User Location Target end-users who are at home or at work. WalkMe identifies this by triangulating cell tower and Wifi and does not consider GPS location.    
User Movement Target end-users who are on the move or standing still.    
Network Target end-users by the type of network they’re connected to (e.g., 3G, Wifi or Offline). 1.5.0 for “offline” option. 1.5.0 for “offline” option.
Device Type Target end-users by device type. The list of device types is built by the device model, to support the most granular device type (e.g. “iPad Air model 5.3”). See Available Device Types For Segmentation Below for more details.    
OS Version Target end-users based on their device’s OS’s version number.    
Accessibility See Campaigns Accessibility Below for more details. 1.13.0 1.13.0

Note:

The below variables must be pre-created in order to use them in segments or Target Audience

Variable Type

Description

Minimum SDK Version In iOS Minimum SDK Version In Android
Segment Reuse another pre-existing segment in order to avoid redefining the same values.

  • For example: If you have a user profile in the app that is defined by numerous variables, you can define a segment for it (e.g. “Profile X”), and use the variable “Profile X is TRUE/FALSE“, whenever you want to add variables such as Screen or Scheduling, that may be specific to only one campaign.
   
Screen Target users by the screen they are currently on, or the screens they visited or didn’t visit in the current session by selecting an existing captured screen. For more information on screens see here.    
Element Target users by the element they see or have seen and interacted within the current session. For more information on screens see here.    
Goals Target users by the number of times they have reached or have not reached a goal, and, with WalkMe Mobile SDK v1.16 and higher, when a goal was reached (i.e., in any session, in the current session or in the previous session); you can also include API-based Goal attributes for additional precision. Read more about Goals-based segmentation.

  • IMPORTANT: Since this feature requires SDK v1.16 and higher, using advanced Goal segmentation on a campaign will render that campaign invisible to end-users with apps containing SDK versions lower than v1.16.
1.3.0 for Rule-Based Goals. 1.3.0 for Rule-Based Goals.
User Attributes The value of the user attributes set on the app. For more information on the user attributes see here. 1.2.0 for “private user attributes”. 1.2.2 for “private user attributes”.
Campaign Campaign segmentation can be done by any of the following options, to better fine-tune and control the end-user experience:

  • Campaign views – target users who have or have not seen a certain campaign
  • Campaign interaction – target users by how they interacted with a certain campaign
  • Survey campaign submission (only available for Survey campaigns) – target users by the response they selected to a question in a survey
  • Onboarding progress (only available for ShoutOuts with Onboarding lists) – target users by their progress in % of the Onboarding List items
  • 1.10.0 for segmenting by campaign interaction.
  • 1.18.0 for segmenting by Survey responses 
  • 1.18.0 for segmenting by onboarding progress
  • 1.10.0 for segmenting by campaign interaction.
  • 1.18.0 for segmenting by Survey responses 
  • 1.18.0 for segmenting by onboarding progress

Available Device-Types for Segmentation

When selected Device Type as your segment’s subject variable, the below device-types are available for Segmentation out-of-the-box:

iOS

iOS device types: https://www.theiphonewiki.com/wiki/Models

Android

Android device types: https://raw.githubusercontent.com/pbakondy/android-device-list/master/devices.json.

Segment Examples

If you’d like your Campaign to appear only for end-users’ first session on your app, your TARGET AUDIENCE Segment should look like this:

And, if the Campaign takes advantage of new features only present in WalkMe Mobile SDK version 1.2.0 and above, that was installed in app version 1.3.0, you can click + and adjust the segment as follows:

 

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