{"id":23202,"date":"2022-06-23T08:31:49","date_gmt":"2022-06-23T08:31:49","guid":{"rendered":"https:\/\/refiner.io\/docs\/?post_type=knowledgebase&#038;p=23202"},"modified":"2024-10-09T14:30:47","modified_gmt":"2024-10-09T14:30:47","slug":"manual-segments","status":"publish","type":"knowledgebase","link":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","title":{"rendered":"Manual Segments"},"content":{"rendered":"\n\n\n<h2 class=\"wp-block-heading\">What are Manual Segments?<\/h2>\n\n\n\n<p>Manual segments let you freely group people in your Refiner environment. As the name suggests, you\u2019ll add and remove users manually &#8211; either by selecting them one by one in your user list, or by importing a list of users from other tools you are using.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create a Manual Segment<\/h2>\n\n\n\n<p>To create a new Manual Segment click on &#8220;Create segment&#8221; in the left side bar where you see all your segments. Then enter the name of your new segment and choose &#8220;Manual Segment&#8221;.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1602\" height=\"810\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47.png\" alt=\"\" class=\"wp-image-23173\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47.png 1602w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47-800x404.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47-1024x518.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47-768x388.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.49.47-1536x777.png 1536w\" sizes=\"auto, (max-width: 1602px) 100vw, 1602px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"add\">Add users to a Manual Segment<\/h2>\n\n\n\n<p>On the User Segments list, select as many users as you like. Then, click on &#8220;Action &gt; Add to segment&#8221;.<\/p>\n\n\n\n<p>You can find users by navigating through the list, or search for specific users using the search. The search finds users by their ID, their email address and their name.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"404\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45-1024x404.png\" alt=\"\" class=\"wp-image-23213\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45-1024x404.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45-800x315.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45-768x303.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45-1536x606.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-23-at-12.49.45.png 1590w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>You&#8217;ll then be prompted to choose and existing Manual Segment or create a new one.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1433\" height=\"714\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.43.31.png\" alt=\"\" class=\"wp-image-23171\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.43.31.png 1433w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.43.31-800x399.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.43.31-1024x510.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.43.31-768x383.png 768w\" sizes=\"auto, (max-width: 1433px) 100vw, 1433px\" \/><\/figure><\/div>\n\n\n<p>Once confirmed, you&#8217;ll find the segment in the left sidebar next to all other segment. Manual Segments are labelled as such above the page title.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1434\" height=\"716\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.47.08.png\" alt=\"\" class=\"wp-image-23172\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.47.08.png 1434w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.47.08-800x399.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.47.08-1024x511.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.47.08-768x383.png 768w\" sizes=\"auto, (max-width: 1434px) 100vw, 1434px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"import\">Import users by Id or Email<\/h2>\n\n\n\n<p>Manual Segments also allow you to import users from a third party source. For example a spreadsheet or an export from another tool you are using.<\/p>\n\n\n\n<p>Click on &#8220;Add Users&#8221; in the top right corner of the segment page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1604\" height=\"808\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53.png\" alt=\"\" class=\"wp-image-23174\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53.png 1604w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53-800x403.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53-1024x516.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53-768x387.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.52.53-1536x774.png 1536w\" sizes=\"auto, (max-width: 1604px) 100vw, 1604px\" \/><\/figure><\/div>\n\n\n<p>You have two options for importing user groups from a third party source. You can either provide a list of User IDs, or a list of email addresses.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"980\" height=\"607\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.54.53.png\" alt=\"\" class=\"wp-image-23175\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.54.53.png 980w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.54.53-800x496.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2022-06-17-at-12.54.53-768x476.png 768w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><\/figure><\/div>\n\n\n<p>Which option you&#8217;ll choose depends on what data you have at hand. Both options will trigger the same behaviour, which is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For each provided value, Refiner will try to identify an existing user in your user list<\/li>\n\n\n\n<li>If no user can be found, Refiner will create a new user using the provided user id or email address<\/li>\n\n\n\n<li>The identified or newly created user will be linked to your Manual Segment<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What are Manual Segments? Manual segments let you freely group people in your Refiner environment. As the name suggests, you\u2019ll add and remove users manually &#8211; either by selecting them one by one in your user list, or by importing a list of users from other tools you are using. Create a Manual Segment To [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","template":"","knowledgebase_tag":[],"class_list":["post-23202","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-segmentation"],"featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","ab-block-post-grid-landscape":"","ab-block-post-grid-square":"","gb-block-post-grid-landscape":"","gb-block-post-grid-square":""},"post_excerpt_stackable_v2":"<p>What are Manual Segments? Manual segments let you freely group people in your Refiner environment. As the name suggests, you\u2019ll add and remove users manually &#8211; either by selecting them one by one in your user list, or by importing a list of users from other tools you are using. Create a Manual Segment To create a new Manual Segment click on &#8220;Create segment&#8221; in the left side bar where you see all your segments. Then enter the name of your new segment and choose &#8220;Manual Segment&#8221;. Add users to a Manual Segment On the User Segments list, select as&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Moritz Dausinger","url":"https:\/\/refiner.io\/docs\/author\/user\/"},"comments_num_v2":"0 comments","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Manual Segments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manual Segments\" \/>\n<meta property=\"og:description\" content=\"What are Manual Segments? Manual segments let you freely group people in your Refiner environment. As the name suggests, you\u2019ll add and remove users manually &#8211; either by selecting them one by one in your user list, or by importing a list of users from other tools you are using. 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