Lists and Segments

In Cohort, a list or a segment allows you to target a specific group of users for the audience of your campaigns.

Create a list

A list is a set of users that you have imported or selected. It is a static list that can be modified by adding new users through an export or manual addition.

1. Go to the Users section in the Admin interface

2. Click Lists and segments in the top left corner

3. Click + Create in the top right corner

4. In Name, add a name to your List

5. (Optional) Enter a reference ID

6. In Type, select List

7. Then click Create

8. Click + Import users then you can choose

   1. Automatically : Drag and drop your CSV File and click Next Your CSV must include an email address for all contacts along with any additional fields you would like to import

   2. Manually :

      1. Click Switch to copy and paste CSV

      2. Enter the information needed, at least the email address

9. Then select the columns you would like to import to Cohort by clicking on them Each column from your CSV can be mapped to a User Property in Cohort. Existing values in Cohort will be overridden. Empty values in your CSV will be skipped.

10. When you are done, click Import

Create a segment

A segment is a set of users who meet certain conditions that you have defined in the segment configuration. For example, you can create a segment that includes all users who have connected their Instagram account. A segment is not a static list; users can enter or leave the segment.

1. Go to the Users section in the Admin interface

2. Click Lists and segments in the top left corner

3. Click + Create in the top right corner

4. In Name, add a name to your audience

5. (Optional) Enter a reference ID

6. In Type, select Segment

7. Then click Create

8. Click Conditions in the top left corner

9. Click + Add new group

10. In select a condition you will have three choices depending on what you are planning to do:

    1. Click Properties about someone: if you want to select someone thanks to his core properties

       1. In User property, select the property that fit your needs

       2. In Operator, select what you want the property to be equal to

       3. Depending on your property choice, you will have three possible outcomes

          1. If you selected Challenge/Perks/Digital Assets: Then Select the Challenge, Perk or Digital Asset your client need to have or have done

          2. If you selected Cohort engagement score/Numbers of challenge/Number of Perks/Number of digital assets: Then enter the number

          3. If you selected Strava/Spotify/Google/Garmin/Facebook/Discord Connected: then you will not have anything to select other than the operator

          4. If you selected anything else: Then enter the value you need

    2. Click What someone has done: if you want to select someone thanks to his achievements

       1. In User event, select the action your user must have done

       2. In Operator, select what you want the number of occurrences to be equal to

       3. In Times, enter the number of occurrences you want

    3. Click If someone is or not in a list: if you want to select someone thanks to his belonging to a list

       1. In Operator, choose if you want your client to be part of a list or not

       2. In List, choose the list you created that you want your client to be (or not) a part of

💡 If you want to combine different criteria to make your segment even more specific, it is possible !

1. Click + Add a criteria and then, do exactly the same as you did before

2. When you are done, click Save conditions in the bottom right corner

💡 If you want someone to be in your audience without being part of the first group, then you can create a second group such as someone in the first group or the second one will be in your audience.

1. Click + Add a new group and then, do exactly the same as you did before

2. When you are done, click Save conditions in the bottom right corner

3. Click Members in the top left corner to see all the members of your segment