Overview
Segments are used throughout Pendo to filter users for analytics and target employees for guides. If a visitor meets all rules of a segment, they will be included whether that segment is applied over data or used for targeting a guide. Detailed segmentation rules to help you “slice and dice” data to uncover new insights.
Create A Segment
Click "+ Create Segment" in the top right of the screen.
Create Segments With A CSV File
Create a Segment using a csv file containing Visitor ID:
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First, click the first dropwdown and choose "Visitor ID"
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Select "csv contains" or "csv does not contain" in the next dropdown. The first column in your CSV should be visitor ID.
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Then, click "Upload" to select your file and exclude header as needed.
File Format
For the file to upload correctly, it must be formatted in a way that Pendo can read. Visitor IDs must be in a single, line-delimited column in the file. No other columns, punctuation, or special characters are supported in the file. For example, you would want a file that looks like the following:
Segment Rules
Segment rules utilize Product Usage data, Visitor, or Account metadata to dictate which users are targeted. This includes any metadata passed through your snippet (e.g. Visitor ID, email, isTrial, title, etc.) or any of the following rules provided by Pendo:
Product Usage (Feature, Page, or Guide usage and/or Poll Responses)
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"Page ‘Dashboard’ Seen at least 10 times"
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"Poll ‘Q1 NPS Survey’ response less than or equal to 8"
Visitor or Account Level Metadata
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First Visit
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Last Visit
Visitor Level Metadata
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Visitor ID
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Most Recent Browser Name
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Most Recent Operating System
Segment New Users
Utilize the Pendo provided field "First Visit" to segment new visitors to your application. "First Visit" is the date and time Pendo first received an event for the Visitor. If you want new users to see a welcome guide or tour, you can structure a rule like the following:
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First Visit within last 1 Day
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First Visit since "Date"
First Visit since "Date"
First Visit within last 1 Day
Edit Segment
Click the Segments tab and then click the pencil icon 
next to it.
Delete Segment
Scroll to the custom segment you would like to delete and click the trash can icon.
Targeting Rules
Guide targeting rules using Page Views are limited to "Seen" or "Not Seen" with the following conditions:
- "seen" options include ever, since, within last.
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"not seen" - ever, since, or within last
Guide targeting rules using Feature Clicks are limited to "clicked" or "not clicked" with the following conditions:
- "clicked" options include: ever, since, within last, at least or at most
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"not clicked" options include: ever, since, or within last
Troubleshooting Segments
Using Multiple "Does Not Contain" With "OR"
If the guide segment is created with OR:
Visitor ID does not contain Apples
This statement is saying to display the guide to everyone other than Apples, including Oranges
ORVisitor ID does not contain Oranges
This statement is saying to display the guide to everyone other than Oranges, including Apples
The above parameters will not segment out Apples or Oranges. This is because even if the Visitor ID contains Apples, it will be allowed through because it does not contain Oranges and vice versa.
To exclude both Visitor ID’s containing Apples and Oranges, we will use "AND":
Visitor ID does not contain ApplesANDVisitor ID does not contain Oranges
Segment Tab Overview
The Segment tab is broken into four columns: Segment Name, Created By, Last Updated By, and Last Updated At. From the Segments tab you can edit, delete, or search for your custom segments as well as create new segments.
1) Segment Name: Each custom segment has a name. This column shows all the custom segments you've created and displays their names.
2) Created By: Name of the user who created the custom segment.
3) Last Updated By: Name of the user who last modified the custom segment.
4) Last Updated At: Time when the custom segment was modified.