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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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.
