We’ve just shipped a highly requested feature: Saved segments.
This feature allows you to group companies into reusable segments, which you can apply to any feature report. You group companies by company attributes.
Here’s some examples of common use cases for segments in B2B SaaS:
Find your active accounts by filtering down to accounts that have logged in recently. You may also want to add an activation threshold, so you get active companies that have also completed onboarding. For example, "completed_onboarded" is "true".
These are the base accounts you want to measure feature retention and churn against.
Create a segment just for your paying customers. You can do this by either filtering on a "plan" attribute or check if "monthlySpend" is greater than "0". We recommend the latter as it is immune to plan name changes.
- Exclude staff
Filter out internal interactions by setting a filter like "name" is not "MyCompany".
Applying a segment to a feature report
When you’ve defined your segments, you can apply them to any feature report. This means the feature report data will be filtered to only include the companies that match the chosen segment.
To apply a saved segment, select it in the dropdown when tracking a new feature. Like so:
You can of course change this later. The default segment is the built-in Active segment.
Migration note to existing users: This feature replaces the individual target audience filters on features. Any such filters have been converted into segments. You can rename those segments when you log in.