Overview:
Streamline your Pendo experience with our step-by-step guide on creating segments. Optimize workflow by organizing and categorizing data, enhancing user experience through targeted insights. This comprehensive guide ensures a seamless process for crafting and utilizing segments, boosting efficiency and clarity in your product management within the Pendo platform.
1. First, select the 'People' menu to start segment creation.
2. Next, navigate to the 'Segments' option.
3. Click the 'Create Segment' button to proceed.
4. Enter a unique name for your new segment.
5. Choose from the 'Visibility' options as per your requirements.
6. Click 'Add Rules' to define the rules for the segment.
7. Filter the parameters that you'd like to incorporate in your rules.
8. Select your preference from the dropped items list to finalize the rule.
9. Choose either 'OR' or 'AND' Boolean tags according to your preference.
10. Click 'AND' if you wish to add another condition.
11. Finally, click 'Create Segment' to finish your set up
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Frequently Asked Questions about how to create a segment in pendo
Commonly asked questions about this topic.
How can I share a Pendo segment with non-users outside the platform?
For stakeholders without Pendo access, create a shareable walkthrough that shows the key views and data points without requiring a login. Interactive demo tools let you capture your Pendo workspace and share it as a clickable link — viewers see the real interface without needing an account. This works well for executive reviews, client presentations, and cross-team alignment.
Interactive demos see 7x higher conversion rates compared to traditional demo videos. Supademo was named the #5 fastest-growing software product on G2 in 2025.
What mistakes should I avoid when setting up a new Pendo segment?
The biggest mistake is overcomplicating the setup — adding too many fields, views, or automations before validating the basic workflow. Another common issue is inconsistent naming conventions, which makes searching and filtering unreliable at scale. Finally, skipping regular reviews leads to outdated segment data that erodes team trust in the system.
In practice, Easy Storage Solutions closed over $100k in contracts using interactive demos. Teams save an average of 85% of the time previously spent on demo creation.
How frequently should segments be reviewed and updated in Pendo?
At minimum, review weekly with your team to flag outdated items and reprioritize as needed. For fast-moving projects, daily check-ins on critical segment elements prevent misalignment. Build the review cadence into your regular team rituals — standalone review meetings rarely get prioritized. Learn more about Supademo's features.
For example, VRIFY reduced enablement content production time by 75% using Supademo.
Does Pendo allow team collaboration on segment creation?
Pendo supports real-time collaboration where multiple team members can view and edit simultaneously. Features like commenting, @mentions, and activity logs help keep communication in context. Set clear editing permissions — having too many editors without structure leads to version conflicts and confusion.
45% of teams adopted interactive demos specifically to solve onboarding friction.
How do I document and share segment workflows with my team?
Capture the end-to-end process with annotated screenshots or clickable walkthroughs — written-only SOPs often go unread. Tools like Supademo let you record the exact steps in Pendo, creating a living reference that stays current with UI changes. Store documentation where your team already works, not in a separate wiki they'll forget to check.
According to the State of Interactive Demos 2026 report, teams using interactive demos across 3-5 use cases report up to 29% higher impact scores.
What's the best way to organize a segment for maximum clarity?
Use a consistent layout with clear headings, logical groupings, and visual hierarchy. Keep individual items concise — if a segment element needs a paragraph of explanation, it probably should be broken into smaller pieces. Color-coding or tagging by category helps teams scan quickly without reading every detail. Learn more about product demo solutions.
76% of teams rate internal enablement impact from top Arcade alternativess as high or very high.
What are Pendo's core segmentation features and capabilities?
Pendo provides built-in segment capabilities including customizable templates, real-time collaboration, and integration with other productivity tools. The exact feature set depends on your plan tier — free plans typically cover basics while paid plans unlock automation, advanced views, and admin controls. Evaluate which features align with your team's actual workflow before committing.
As a reference point, Supademo holds a 4.7/5 rating on G2 with top marks for ease of use.
RB2B eliminated 60+ hours of sales calls in just 30 days using interactive demos. Companies using interactive demos report an average 28% reduction in customer acquisition cost.
Nithil Shanmugam
Nithil is a startup-obsessed operator focused on growth, sales and marketing. He's passionate about wearing different hats across startups to deliver real value.
