Segments

What's a segment and how do you define it on Bucket?

Not all features a relevant or accessible to all of your company accounts. For example, paid features are only available to paying customers. Use segments to filter away irrelevant companies.

Segments are groups of companies that all match a certain company attribute filter. Once you've created a segment, you can apply it to any feature. The feature report will only show data from companies that match the companies in the chosen segment.

For example, an Active segment could look like this:

  • Last seen is less than 90 days ago
  • finishedOnboarding is true

And a Customers segment could look like this:

  • Last seen is less than 90 days ago
  • monthlySpend is greater than 0

Note: All segments currently include the "Last seen is less than 90 days ago" filter.

There are two ways to create a new segment. First, navigate to the "All" segment and simply start adding in filters that you would like. Once you are happy, click the "Save Segment" button in the top right

Alternatively, click the "Manage Segments" button next to the "Segment" menu item. Then simply click "Add segment" and choose a suitable name. Once it is created, navigate to your new Segment and start adding filters to define which customers are placed in it.

Attributes

The filters for segments are based on company attributes which users will need to define and send to Bucket. All companies have a set of default attributes - ID, name, first seen, and last seen - but all other attributes must be user defined.

The creation of custom attributes depends on your chosen Bucket integration. For the HTTP API and JavaScript SDKs, both contain a company method in which you can pass attributes. For Segment, you will use the group method.