Refiner comes equipped with a powerful segmentation engine that sits at the heart of our solution. Amongst other use-cases (e.g. analyzing your survey responses), user segments are a great way to target a specific group of your users.
If you are just getting started, surveying all your users is a great option.
There are however many use cases where reducing your audiences to a specific group of users makes sense.
Here are some examples when targeting only a small group of users makes sense:
- Track customer satisfaction 30 days after a user started using your product
- Ask new users how they first heard about you
- Ask long time users what they value most about your service
- Ask customers on a high tier plan which missing features they would like to see implement first
Create a Target Audience
In Refiner, a Target Audience consists of a set of user segments that you created for your account. As a first step you’ll need to create one of multiple user segments according to your targeting needs. Once done, you can select those segments and create a Target Audience inside the survey editor.
First, navigate to the “User Segments” section in Refiner and create a new segment. You can use any user traits, tracked user events, previous survey interactions and survey responses to create your segment.
Use a Target Audience in your survey
Once you’ve created a user segment that describes the group of users you want to target, it’s time to use it in your survey. Navigate back to the survey editor and select your newly created user segment in the Targeting tab.
Save your survey and you are done! Your survey will now only be shown to users that match your newly created segment.
As shown in the screenshot above, you can also use a combination of different segment for your Target Audience. Select multiple segments and choose whether all of them or at least one of them needs to match.
Working with multiple user segments has the advantage that you can easily target a smaller group of users. For example “Signed up 30 days ago” AND “Power Users”.
Furthermore, you can also exclude users from your Target Audience as shown below.