Guides

Segmentation Rules

In this page you'll learn how to use the segmentation rules component throughout our dashboard. This component is used in several different features to quickly define a list of segments and/or tags which will be used to automatically add and/or remove users/devices from those groups when certain events happen.

There's four types of rules you can select, add or remove users from segments and add or remove devices from tags. To add users to one or more segments, select the following:

Add segments 55a454ca1e

If you want to remove users from one or more segments, select the following:

Remove segments 5703a8534a

Then go ahead and proceed to select the segments you want:

Search segments 707b0b02fe

You can then pick one or more segments by simply clicking on them:

Select segments 0b33ead259

When you are done selecting segments, click in the Done button and your selection will look like this:

Selected segments ae5fa77658

Once you've selected all the segments you want to add or remove, click in Add Rule:

Add rule ba10cf43a6

If you've selected Add user to segment your rules will look like this:

Add user to segment rule c852627da6

And if you've selected Remove user from segment your rules will look like this:

Remove user from segment rule 056720ea5c

Pretty much the same thing can be done with tags. To add devices to one or more tags, select the following:

Add tags b62105a6a4

If you want to remove devices from one or more tags, select the following:

Remove tags a9c2808eab

Then go ahead and proceed to select the tags you want:

Search tags 6045e72982

You can then pick one or more tags by simply clicking on them:

Select tags 4857eb6c2b

When you are done selecting tags, click in the Done button and your selection will look like this:

Selected tags 07c7bdab9e

Once you've selected all the tags you want to add or remove, click in Add Rule:

Add rule ba10cf43a6

If you've selected Add device to tag your rules will look like this:

Add device to tag rule d4a14cffac

And if you've selected Remove device from tag your rules will look like this:

Remove device from tag rule c3ecb1a711

You can add as many rules you want, combine both segments and tags or mix add and remove rules.