Overview

Segments let you organize users in encatch based on shared attributes or behavior. A segment is a group of users who meet criteria you define. For manual segments, it is a list you curate yourself.

The Segments page in the dashboard shows All Users (every identified user in your project) and any segments you create. Use segments to control who sees your feedback forms, compare responses by audience, and run targeted campaigns.

Segment types

encatch supports three kinds of segments:

Type	UI label	How it works	When to use
All Users	All Users (no badge)	Contains every identified user in the project. You cannot edit, delete, rename, or change membership of this segment.	Baseline audience, browsing all users in the project
Data-driven	Dynamic	Users enter and leave automatically when they match (or stop matching) the conditions you set. Membership updates as encatch receives new user data, feedback activity, or tracked events.	Dynamic groups based on traits, behavior, feedback history, or survey answers
Manual	Manual	You add and remove users by username. The list stays fixed until you change it.	Beta testers, VIPs, one-off lists from spreadsheets or external tools

Docs refer to Data-driven segments. In the dashboard, these appear with a Dynamic badge. When creating a segment, the option is labeled Data Driven Segment.

Data-driven vs Manual

	Data-driven	Manual
Membership	Automatic based on conditions	You add and remove users manually
Updates	Users enter/leave when data changes	List changes only when you edit it
Best for	Traits, events, feedback interaction, survey answers	Hand-picked cohorts, imports from other tools

What you can do with segments

Segments are used throughout encatch:

Target feedback forms: Include or exclude segments when configuring Logged-in Users targeting so only matching users see a form.
Run targeted campaigns: Show forms to specific groups (e.g. enterprise plan users, iOS users, highly engaged users).
Analyze by audience: Filter feedback results by user segment in reports (for example, Audience Overview).
Reduce survey fatigue: Combine segment targeting with Past Interaction rules to avoid showing forms to users who already saw or responded to other surveys.
Reuse across forms: Build a segment once and reference it on multiple feedback forms.

Condition types (data-driven segments)

When you click Add condition, the picker shows four options:

Condition type	What it filters on
User Traits	User properties, including system fields (e.g. `device_os`, `email`) and custom traits (e.g. `plan`). Account traits appear under Account Data in the trait list.
Tracked Events	In-app actions sent via `trackEvent()` (e.g. `feature_used`, `checkout_completed`)
Feedback Interaction	Form engagement: seen, started, completed, dismissed, and more
Feedback Response	What users answered on past surveys (e.g. NPS score, choice selections)

See Data-driven segments for full details on each condition type and how to configure them.

Traits are configured in User Traits. Events are configured in Tracked Events.

Use case examples

Use Case	Segment Type	Example
Beta product feedback	Manual	Add beta testers by username for a dedicated feedback campaign.
Highly engaged users	Data-driven	`feedback_response_count` greater than a threshold for loyalty surveys.
Device-specific rollouts	Data-driven	`device_os` equals iOS or Android for compatibility testing.
SDK upgrade campaigns	Data-driven	`sdk_version` starts with an older version for upgrade prompts.
Technical environment	Data-driven	`device_os` is set AND `browser` equals Chrome.
NPS detractor follow-up	Data-driven	Feedback Response: NPS is 0-6 on a previous survey.
Non-responders	Data-driven	Feedback Interaction: form was Seen but not Completed in the last 30 days.
Feature power users	Data-driven	Tracked Event: `feature_used` occurred at least 10 times in the last 7 days.
Custom cohorts	Manual	Provide a list of usernames for a one-off survey or special offer.

Next Steps

Data-driven segments: Create dynamic segments using traits, events, feedback interaction, and feedback response conditions.
Manual segments: Build static, hand-picked lists of users by username.
User Traits: Configure traits used in segment conditions.
Tracked Events: Configure events used in segment conditions.
Logged-in Users targeting: Use segments when setting up who sees your feedback forms.